Profit Sharing · DOL Form 5500 · 2023

Society for Industrial and Applied Mathematics Profit Sharing Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
74
Participants Small participant base
75th
Percentile by assets National rank
$308,465
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Siam 403(b) · Sponsored by Society for Industrial and Applied Mathematics · Pennsylvania · Educational Services

$23M in assets, 74 participants

Society for Industrial and Applied Mathematics's Siam 403(b) reported $23M in total assets and 74 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #2,192 in Educational Services (3,735 peers)

Where Siam 403(b) sits by assets

Siam 403(b) sits in the top quartile of all filed plans by assets, $23M for 74 participants (~$308,465/participant), up 18.7% in 2023.

#2,192
in Educational Services (3,735 peers)
+18.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Siam 403(b)'s outsized position by total assets

Siam 403(b) vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$22,826,433 Top 25% higher than 75% of 127,068 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 2023

Siam 403(b) among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Siam 403(b) is a small filing (74 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Siam 403(b) reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Siam 403(b) end-of-year assets rose from $19M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Siam 403(b) reported participants rose from 71 in the plan year 2022 filing to 74 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 231496016 · Society for Industrial and Applied Mathematics PY 2023 · Profit Sharing

Siam 403(b) · $23M · 74 · 75th

  • TYPE $23M
  • TYPE 74
  • TYPE 75th
  • TYPE Profit Sharing
  • TYPE near Gilmartin and Trevor a Law Corp Profit Sharing Plan
  • TYPE ind #2192

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 Pennsylvania →

Siam 403(b) in the asset neighbourhood

Jeld-Wen, Inc. Employee Stock Ownership and Retirement PlanJeld-Wen, Inc. Employee Stoc…$23MSiam 403(b)$23MGilmartin and Trevor a Law Corp Profit Sharing PlanGilmartin and Trevor a Law C…$23MHubbell Caribe, Inc. Employees' Retirement PlanHubbell Caribe, Inc. Employe…$23MBac Local 5 New York Annuity PlanBac Local 5 New York Annuity…$23M
End-of-year total assets ($M) among Siam 403(b) and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN231496016
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Society for Industrial and Applied Mathematics)

Sponsor-wide plan assets over time

All Society for Industrial and Applied Mathematics plans reported in each filing year

Latest sponsor-wide plan assets
$26M 34.10556804213173% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $19.2M $25.8M ▲ +34.1%
Year Plans Participants Total Assets
2022 1 71 $19M
2023 1 74 $23M
2024 1 79 $26M

Nearby Profit Sharing Plans in Pennsylvania

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

Siam 403(b) vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Siam 403(b), Total assets ($B): 0.022826433 · Participants: 74Siam 403(b)Eastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Siam 403(b) vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Siam 403(b) side-by-side with 3 peers →

Siam 403(b)'s out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Gilmartin and Trevor a Law Corp Profit Sharing Plan in CA ($23M); by covered participants it is C & C Jewelry Mfg. Inc. Profit Sharing Plan in CA (74 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (74 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Siam 403(b) assets move in 2023? ▼
Siam 403(b) grew sharply - up 18.7% during 2023, from $19M to $23M. Reported net income was $4M.
How have Society for Industrial and Applied Mathematics plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Society for Industrial and Applied Mathematics's sponsor-wide assets grew 34.1%, from $19M to $26M.
Where does Siam 403(b) rank by assets among Form 5500 filers? ▼
Siam 403(b) ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Siam 403(b)? ▼
Among Profit Sharing plans in other states, the closest by assets is Gilmartin and Trevor a Law Corp Profit Sharing Plan in CA ($23M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Siam 403(b)? ▼
Among Profit Sharing plans in other states, the closest by covered participants is C & C Jewelry Mfg. Inc. Profit Sharing Plan in CA (74 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231496016.

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.