Other · DOL Form 5500 · 2022

American Management Association Retirement Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
135
Participants Small participant base
90th
Percentile by assets National rank
$450,273
Avg per participant High balance/head
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Official DOL plan name: American Management Association Savings & Investment Plan · Sponsored by American Management Association · New York · Educational Services

$61M in assets, 135 participants

American Management Association's American Management Association Savings & Investment Plan reported $61M in total assets and 135 participants in its 2022 DOL Form 5500 filing, ranking in the 90th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,247 in Educational Services (4,024 peers)

Coverage in New York

American Management Association Savings & Investment Plan covers 135 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $61M.

#3,247
in Educational Services (4,024 peers)
-23.3%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

American Management Association Savings & Investment Plan's outsized position by total assets

American Management Association Savings & Investment Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$60,786,903 Top 10% higher than 90% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

American Management Association Savings & Investment Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Management Association Savings & Investment Plan sits mid-pack in the medium band (135 participants).

EBSA filing schedule strip

Filing strip 237259445 · American Management Association PY 2022 · Other

American Management Association Savings & Investment Plan · $61M · 135 · 90th

  • NET $61M
  • NET 135
  • NET 90th
  • NET Other
  • NET near Focus on the Family 403(b) Plan
  • NET ind #3247

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in New York →

American Management Association Savings & Investment Plan in the asset neighbourhood

American Management Association Savings & Investment PlanAmerican Management Associat…$61MFocus on the Family 403(b) PlanFocus on the Family 403(b) P…$61MFriends Central School Defined Contribution Retirement PlanFriends Central School Defin…$61MInstitute for Systems Biology Defined Contribution Retirement PlanInstitute for Systems Biolog…$61MSouthwestern Vermont Health Care 403(b) Retirement Savings PlanSouthwestern Vermont Health …$61M
End-of-year total assets ($M) among American Management Association Savings & Investment Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$61M
Net Income-$18M
Employer EIN237259445
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Management Association)

Sponsor-wide plan assets over time

All American Management Association plans reported in each filing year

Latest sponsor-wide plan assets
$76M 25.787071270928212% vs 2022
2024 filing year
$55M$60M$65M$70M$75M$80M 202220232024 $60.8M $76.5M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 135 $61M
2023 1 135 $70M
2024 1 128 $76M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

American Management Association Savings & Investment Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants American Management Association Savings & Investment Plan, Total assets ($B): 0.060786903 · Participants: 135American Management Association Savings & Investment PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
American Management Association Savings & Investment Plan vs. nearby Other plans in New York, assets vs. participants
Compare American Management Association Savings & Investment Plan side-by-side with 3 peers →

American Management Association Savings & Investment Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Focus on the Family 403(b) Plan in CO ($61M); by covered participants it is The Fay School Defined Contribution Retirement Plan in MA (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did American Management Association Savings & Investment Plan assets move in 2022? ▼
American Management Association Savings & Investment Plan declined sharply - down 23.3% during 2022, from $79M to $61M. Reported net income was -$18M.
How have American Management Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Management Association's sponsor-wide assets grew 25.8%, from $61M to $76M.
Where does American Management Association Savings & Investment Plan rank by assets among Form 5500 filers? ▼
American Management Association Savings & Investment Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to American Management Association Savings & Investment Plan? ▼
Among Other plans in other states, the closest by assets is Focus on the Family 403(b) Plan in CO ($61M, 656 participants).
Which Other plans cover a similar participant headcount to American Management Association Savings & Investment Plan? ▼
Among Other plans in other states, the closest by covered participants is The Fay School Defined Contribution Retirement Plan in MA (135 participants, $30M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 237259445.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.