Money Purchase · DOL Form 5500 · 2022
Institute for Supply Management Money Purchase Plan
Data updated 2026-08-11
- $14M
- Total assets
- 47
- Participants
- 72nd
- Percentile by assets
- $301,062
- Avg per participant
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.
- 72nd percentile by assets (of 139,126 plans)
- #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.
- $14M
- total plan assets (2022 EOY)
- 47
- covered participants
- 72nd
- percentile by assets (of 139,126 plans)
- $301,062
- avg assets per participant
Institute for Supply Management across 3 plan years on file
Across the 3 plan years Institute for Supply Management has on file (2022-2024), sponsor-wide plan assets have moved from $25M to $30M, a gain of 22.9%, while reported participants moved from 94 to 103 (+9.6%). Peak year by sponsor assets: 2024 ($30M); trough: 2022 ($25M).
Institute for Supply Management multi-year asset trail
| 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 EIN | 135265940 |
| Plan Effective Date | 1985-06-01 |
| Filing Status | FILING 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
- IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan $101M · 3,763
- IBEW Local 570 & 518 and Southern Az Chap NECA Annuity Plan $33M · 1,391
- Operative Plasterers and Cement Masons Local 394 Defined Contribution Plan $13M · 538
- Benjamin E. Myers Money Purchase Pension Plan and Trust $8M · 1
- Lexington Medical Associates, Inc. Money Purchase Pension Plan $8M · N/A
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to The Institute for Supply Management Tiaa-Cref Retirement Plan No. 1 by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on The Institute for Supply Management Tiaa-Cref Retirement Plan No. 1's numbers.
- By total assets, The Institute for Supply Management Tiaa-Cref Retirement Plan No. 1 ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Arizona. Compare plans
- Institute for Supply Management's sponsor-wide assets have grown 22.9% since 2022 across 3 plan years on file. More Other Services plans