Other · DOL Form 5500 · 2022

Institute for Supply Management, Inc. Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
47
Participants Small participant base
66th
Percentile by assets National rank
$220,835
Avg per participant Above avg balance/head
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Official DOL plan name: Institute for Supply Management 403(b) Tda Plan · Sponsored by Institute for Supply Management, Inc. · Arizona · Other Services

$10M in assets, 47 participants

Institute for Supply Management, Inc.'s Institute for Supply Management 403(b) Tda Plan reported $10M in total assets and 47 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #6,737 in Other Services (8,398 peers)

Institute for Supply Management, Inc. multi-year trail

Institute for Supply Management, Inc.'s plans moved +22.9% in assets from 2022 to 2024; this filing shows Institute for Supply Management 403(b) Tda Plan at $10M / 47 participants.

#6,737
in Other Services (8,398 peers)
-0.8%
assets change YoY

The plan reported a net loss of $81K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Institute for Supply Management 403(b) Tda Plan's mid-pack asset rank among Other Services and all filers

Institute for Supply Management 403(b) Tda Plan vs every filed plan by assets

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

$10,379,262 Top 34% higher than 66% 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

Institute for Supply Management 403(b) Tda Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Institute for Supply Management 403(b) Tda Plan is a small filing (47 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 135265940 · Institute for Supply Management, Inc. PY 2022 · Other

Institute for Supply Management 403(b) Tda Plan · $10M · 47 · 66th

  • TYPE $10M
  • TYPE 47
  • TYPE 66th
  • TYPE Other
  • TYPE near Relay Resources 403(b) Retirement Plan
  • TYPE ind #6737

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 Other Services retirement plans → · Plans in Arizona →

Institute for Supply Management 403(b) Tda Plan in the asset neighbourhood

Euphemia L. Haynes Public Charter School, Inc. 403(b) PlanEuphemia L. Haynes Public Ch…$10MSeattle Aquarium Society 403(b) PlanSeattle Aquarium Society 403…$10MInstitute for Supply Management 403(b) Tda PlanInstitute for Supply Managem…$10MRelay Resources 403(b) Retirement PlanRelay Resources 403(b) Retir…$10MSection 403(b) Retirement Plan for Food Bank for New York CitySection 403(b) Retirement Pl…$10M
End-of-year total assets ($M) among Institute for Supply Management 403(b) Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Institute for Supply Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Institute for Supply Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 22.934421202373763% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $24.5M $30.2M ▲ +22.9%
Year Plans Participants Total Assets
2022 2 94 $25M
2023 2 114 $28M
2024 2 103 $30M

Institute for Supply Management, Inc. filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income-$81K
Employer EIN135265940
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Arizona

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

Institute for Supply Management 403(b) Tda Plan vs. nearby Other plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Institute for Supply Management 403(b) Tda Plan, Total assets ($M): 10.379262 · Participants: 47Institute for Supply Management 403(b) Tda PlanHonorhealth 403(b) Retirement Security Plan, Total assets ($M): 872.849758 · Participants: 12089Honorhealth 403(b) Retirement Security PlanOperating Engineers Local 428 Annuity Trust Fund, Total assets ($M): 256.355567 · Participants: 7538Operating Engineers Local 428 Annuity Trust FundBanner Health Employees 403(b) Plan, Total assets ($M): 145.966125 · Participants: 10133Banner Health Employees 403(b) PlanEl Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan, Total assets ($M): 120.093399 · Participants: 1633El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement PlanKingman Regional Medical Center Employee Retirement Plan, Total assets ($M): 91.232835 · Participants: 1954Kingman Regional Medical Center Employee Retirement Plan
Institute for Supply Management 403(b) Tda Plan vs. nearby Other plans in Arizona, assets vs. participants
Compare Institute for Supply Management 403(b) Tda Plan side-by-side with 3 peers →

Institute for Supply Management 403(b) Tda Plan's out-of-state Other peers by assets and headcount

Outside Arizona, the nearest Other by assets is Relay Resources 403(b) Retirement Plan in OR ($10M); by covered participants it is Section 403(b) Retirement Plan for Brooklyn Heights Montessori School in NY (47 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (47 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 Institute for Supply Management 403(b) Tda Plan assets move in 2022? ▼
Institute for Supply Management 403(b) Tda Plan held essentially flat - down 0.8% during 2022, from $10M to $10M. Reported net income was -$81K.
How have Institute for Supply Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Institute for Supply Management, Inc.'s sponsor-wide assets grew 22.9%, from $25M to $30M.
Which Other plans are similar in size to Institute for Supply Management 403(b) Tda Plan? ▼
Among Other plans in other states, the closest by assets is Relay Resources 403(b) Retirement Plan in OR ($10M, 772 participants).
Which Other plans cover a similar participant headcount to Institute for Supply Management 403(b) Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is Section 403(b) Retirement Plan for Brooklyn Heights Montessori School in NY (47 participants, $7M 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 135265940.

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.