Other · DOL Form 5500 · 2023
American Economic Association Retirement Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 83
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $230,402
- Avg per participant Above avg balance/head
Official DOL plan name: American Economic Association 403(b) DC Plan · Sponsored by American Economic Association · Tennessee · Other Services
$19M in assets, 83 participants
American Economic Association's American Economic Association 403(b) DC Plan reported $19M in total assets and 83 participants in its 2023 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.
- #6,642 in Other Services (7,857 peers)
American Economic Association multi-year trail
American Economic Association's plans moved +24.2% in assets from 2022 to 2024; this filing shows American Economic Association 403(b) DC Plan at $19M / 83 participants.
- #6,642
- in Other Services (7,857 peers)
- +15.0%
- assets growth YoY
American Economic Association 403(b) DC Plan's outsized position by total assets
American Economic Association 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,123,353 Top 28% higher than 72% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
American Economic Association 403(b) DC Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Economic Association 403(b) DC Plan is a small filing (83 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- American Economic Association 403(b) DC Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- American Economic Association 403(b) DC Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- American Economic Association 403(b) DC Plan reported participants rose from 82 in the plan year 2022 filing to 83 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 362166945 · American Economic Association PY 2023 · Other
American Economic Association 403(b) DC Plan · $19M · 83 · 72nd
- IND $19M
- EOY 83
- 5500 72nd
- ASSETS Other
- PCT near Brc Non-Union 403(b) Plan
- EIN ind #6642
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 Tennessee →
American Economic Association 403(b) DC Plan in the asset neighbourhood
American Economic Association multi-year asset trail
Sponsor-wide plan assets over time
All American Economic Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 24.248853218595652% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 82 | $17M |
| 2023 | 1 | 83 | $19M |
| 2024 | 1 | 59 | $21M |
American Economic Association filing trail (2023)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $2M |
| Employer EIN | 362166945 |
| Plan Effective Date | 1975-04-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Tennessee
Peer Other plans, same state, same plan type, ranked by total assets.
- Vanderbilt University Medical Center Retirement Plan $4.1B · 30,220
- Vanderbilt University Retirement Plan $2.3B · 6,887
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $1.1B · 6,010
- Ballad Health 403(b) Plan $616M · 11,769
- Southeastern Carpenters and Millwrights Pension Plan $535M · 2,882
American Economic Association 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is Brc Non-Union 403(b) Plan in NY ($19M); by covered participants it is United Way of Greater Cincinnati 403(b) Plan in OH (83 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (83 participants); asset peers above are excluded.
- United Way of Greater Cincinnati 403(b) Plan (OH) 83 · 0 off
- The Lakeview Employees' Tax Deferred Annuity Plan (MN) 83 · 0 off
- The Gregory School 403(b) Retirement Plan (AZ) 83 · 0 off
- Trudeau Institute Retirement Plan (NY) 83 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.