Money Purchase · DOL Form 5500 · 2022

Institute for Supply Management Money Purchase Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
47
Participants Small participant base
72nd
Percentile by assets National rank
$301,062
Avg per participant High balance/head
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Official DOL plan name: The Institute for Supply Management Tiaa-Cref Retirement Plan No. 1 · Sponsored by Institute for Supply Management · Arizona · Other Services

$14M in assets, 47 participants

Institute for Supply Management's The Institute for Supply Management Tiaa-Cref Retirement Plan No. 1 reported $14M in total assets and 47 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #7,037 in Other Services (8,398 peers)

Institute for Supply Management multi-year trail

Institute for Supply Management's plans moved +22.9% in assets from 2022 to 2024; this filing shows The Institute for Supply Management Tiaa-Cref Retirement Plan No. 1 at $14M / 47 participants.

#7,037
in Other Services (8,398 peers)
+3.8%
assets growth YoY

The Institute for Supply Management Tiaa-Cref Retirement Plan No. 1's outsized position by total assets

The Institute for Supply Management Tiaa-Cref Retirement Plan No. 1 vs every filed plan by assets

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

$14,149,916 Top 28% higher than 72% 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

The Institute for Supply Management Tiaa-Cref Retirement Plan No. 1 among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Institute for Supply Management Tiaa-Cref Retirement Plan No. 1 is a small filing (47 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 135265940 · Institute for Supply Management PY 2022 · Money Purchase

The Institute for Supply Management Tiaa-Cref Retirement Plan No. 1 · $14M · 47 · 72nd

  • IND $14M
  • EOY 47
  • 5500 72nd
  • ASSETS Money Purchase
  • PCT near San Luis Valley Health Money Purchase Plan
  • EIN ind #7037

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 →

The Institute for Supply Management Tiaa-Cref Retirement Plan No. 1 in the asset neighbourhood

Defined Contribution Pension Plan for the Employees of Children's Home Society of CaliforniaDefined Contribution Pension…$14MThe Institute for Supply Management Tiaa-Cref Retirement Plan No. 1The Institute for Supply Man…$14MSan Luis Valley Health Money Purchase PlanSan Luis Valley Health Money…$14MN.T.E.U. Money Purchase Plan$14MVista Hill Foundation Money Purchase Pension PlanVista Hill Foundation Money …$14M
End-of-year total assets ($M) among The Institute for Supply Management Tiaa-Cref Retirement Plan No. 1 and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Institute for Supply Management multi-year asset trail

Sponsor-wide plan assets over time

All Institute for Supply Management 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 filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$14M
Net Income$522K
Employer EIN135265940
Plan Effective Date1985-06-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Arizona

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

The Institute for Supply Management Tiaa-Cref Retirement Plan No. 1 vs. nearby Money Purchase plans in Arizona, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 050100150 Total assets ($M) Participants The Institute for Supply Management Tiaa-Cref Retirement Plan No. 1, Total assets ($M): 14.149916 · Participants: 47The Institute for Supply Management Tiaa-Cref Retirement Plan No. 1IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan, Total assets ($M): 100.532563 · Participants: 3763IBEW Local No 640 & Az Chapter NECA Defined Contribution PlanIBEW Local 570 & 518 and Southern Az Chap NECA Annuity Plan, Total assets ($M): 32.963564 · Participants: 1391IBEW Local 570 & 518 and Southern Az Chap NECA Annuity PlanOperative Plasterers and Cement Masons Local 394 Defined Contribution Plan, Total assets ($M): 13.236619 · Participants: 538Operative Plasterers and Cement Masons Local 394 Defined Contribution PlanBenjamin E. Myers Money Purchase Pension Plan and Trust, Total assets ($M): 8.284714 · Participants: 1Benjamin E. Myers Money Purchase Pension Plan and TrustLexington Medical Associates, Inc. Money Purchase Pension Plan, Total assets ($M): 8.117214 · Participants: 0Lexington Medical Associates, Inc. Money Purchase Pension Plan
The Institute for Supply Management Tiaa-Cref Retirement Plan No. 1 vs. nearby Money Purchase plans in Arizona, assets vs. participants
Compare The Institute for Supply Management Tiaa-Cref Retirement Plan No. 1 side-by-side with 3 peers →

The Institute for Supply Management Tiaa-Cref Retirement Plan No. 1's out-of-state Money Purchase peers by assets and headcount

Outside Arizona, the nearest Money Purchase by assets is San Luis Valley Health Money Purchase Plan in CO ($14M); by covered participants it is Fos Feminista Money Purchase Pension Plan 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 The Institute for Supply Management Tiaa-Cref Retirement Plan No. 1 assets move in 2022? ▼
The Institute for Supply Management Tiaa-Cref Retirement Plan No. 1 edged up modestly - up 3.8% during 2022, from $14M to $14M. Reported net income was $522K.
How have Institute for Supply Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Institute for Supply Management's sponsor-wide assets grew 22.9%, from $25M to $30M.
Which Money Purchase plans are similar in size to The Institute for Supply Management Tiaa-Cref Retirement Plan No. 1? ▼
Among Money Purchase plans in other states, the closest by assets is San Luis Valley Health Money Purchase Plan in CO ($14M, 574 participants).
Which Money Purchase plans cover a similar participant headcount to The Institute for Supply Management Tiaa-Cref Retirement Plan No. 1? ▼
Among Money Purchase plans in other states, the closest by covered participants is Fos Feminista Money Purchase Pension Plan in NY (47 participants, $20M 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.