Other · DOL Form 5500 · 2022
American Management Association Retirement Plan
Data updated 2026-08-11
- $61M
- Total assets
- 135
- Participants
- 90th
- Percentile by assets
- $450,273
- Avg per participant
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.
- 90th percentile by assets (of 139,126 plans)
- #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.
- $61M
- total plan assets (2022 EOY)
- 135
- covered participants
- 90th
- percentile by assets (of 139,126 plans)
- $450,273
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. American Management Association Savings & Investment Plan reports 135 participants - about 17% of that state average ($61M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $79M |
|---|---|
| Net Assets (End of Year) | $61M |
| Net Income | -$18M |
| Employer EIN | 237259445 |
| Plan Effective Date | 1985-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Management Association)
| 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
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
Similar-Sized Other Plans Nationally
Other plans in other states closest to American Management Association Savings & Investment Plan by total assets, not by location.
Frequently Asked Questions
How did American Management Association Savings & Investment Plan assets move in 2022? ▼
How have American Management Association plan assets changed over time? ▼
Where does American Management Association Savings & Investment Plan rank by assets among Form 5500 filers? ▼
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Next read for American Management Association Savings …
Filing takeaways
Ways to act on American Management Association Savings & Investment Plan's numbers.
- By total assets, American Management Association Savings & Investment Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- American Management Association's sponsor-wide assets have grown 25.8% since 2022 across 3 plan years on file. More Educational Services plans