Other · DOL Form 5500 · 2023

American Urological Association Education & Research, Inc. Retirement Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
143
Participants Small participant base
74th
Percentile by assets National rank
$153,588
Avg per participant Above avg balance/head
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Official DOL plan name: Aua Tax Sheltered Annuity Plan · Sponsored by American Urological Association Education & Research, Inc. · Maryland · Educational Services

$22M in assets, 143 participants

American Urological Association Education & Research, Inc.'s Aua Tax Sheltered Annuity Plan reported $22M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #2,152 in Educational Services (3,735 peers)

Coverage in Maryland

Aua Tax Sheltered Annuity Plan covers 143 participants in Maryland, about 15% of the average Maryland filer (state average ~929 per filing). Assets: $22M.

#2,152
in Educational Services (3,735 peers)
+22.9%
assets growth YoY

Aua Tax Sheltered Annuity Plan's outsized position by total assets

Aua Tax Sheltered Annuity Plan vs every filed plan by assets

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

$21,963,015 Top 26% higher than 74% 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

Aua Tax Sheltered Annuity Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aua Tax Sheltered Annuity Plan sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aua Tax Sheltered Annuity Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Aua Tax Sheltered Annuity Plan end-of-year assets rose from $18M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Aua Tax Sheltered Annuity Plan reported participants rose from 131 in the plan year 2022 filing to 143 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 430691437 · American Urological Association Education & Research, Inc. PY 2023 · Other

Aua Tax Sheltered Annuity Plan · $22M · 143 · 74th

  • RANK $22M
  • RANK 143
  • RANK 74th
  • RANK Other
  • RANK near American Geophysical Union Tda
  • RANK ind #2152

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 Maryland →

Aua Tax Sheltered Annuity Plan in the asset neighbourhood

Otis R. Bowen Center 403(b) PlanOtis R. Bowen Center 403(b) …$22MAua Tax Sheltered Annuity PlanAua Tax Sheltered Annuity Pl…$22MAmerican Geophysical Union TdaAmerican Geophysical Union T…$22MOak Hall Private School 403(b) DC and Tda PlanOak Hall Private School 403(…$22MHope Hospice and Community Services, Inc. 403(b) PlanHope Hospice and Community S…$22M
End-of-year total assets ($M) among Aua Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN430691437
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Urological Association Education & Research, Inc.)

Sponsor-wide plan assets over time

All American Urological Association Education & Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 33.090662651983095% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34M $45.3M ▲ +33.1%
Year Plans Participants Total Assets
2022 2 249 $34M
2023 2 254 $42M
2024 2 258 $45M

Nearby Other Plans in Maryland

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

Aua Tax Sheltered Annuity Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Aua Tax Sheltered Annuity Plan, Total assets ($B): 0.021963015 · Participants: 143Aua Tax Sheltered Annuity PlanJohns Hopkins University 403(b) Plan, Total assets ($B): 7.843208337 · Participants: 25369Johns Hopkins University 403(b) PlanMedstar Health, Inc. Retirement Savings Plan, Total assets ($B): 2.964902016 · Participants: 31642Medstar Health, Inc. Retirement Savings PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan B, Total assets ($B): 2.653072821 · Participants: 9305The Johns Hopkins University Applied Physics Laboratory Pension Plan BHoward Hughes Medical Institute Retirement Savings Plan, Total assets ($B): 1.798525441 · Participants: 2154Howard Hughes Medical Institute Retirement Savings PlanJohns Hopkins Health System Corporation 403(b) Plan, Total assets ($B): 1.449412779 · Participants: 17639Johns Hopkins Health System Corporation 403(b) Plan
Aua Tax Sheltered Annuity Plan vs. nearby Other plans in Maryland, assets vs. participants
Compare Aua Tax Sheltered Annuity Plan side-by-side with 3 peers →

Aua Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is American Geophysical Union Tda in DC ($22M); by covered participants it is The Fay School Defined Contribution Retirement Plan in MA (143 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (143 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 Aua Tax Sheltered Annuity Plan assets move in 2023? ▼
Aua Tax Sheltered Annuity Plan grew sharply - up 22.9% during 2023, from $18M to $22M. Reported net income was $4M.
How have American Urological Association Education & Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Urological Association Education & Research, Inc.'s sponsor-wide assets grew 33.1%, from $34M to $45M.
Which Other plans are similar in size to Aua Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is American Geophysical Union Tda in DC ($22M, 147 participants).
Which Other plans cover a similar participant headcount to Aua Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is The Fay School Defined Contribution Retirement Plan in MA (143 participants, $35M 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 430691437.

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.