Other · DOL Form 5500 · 2023

American Marketing Association Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
69
Participants Small participant base
69th
Percentile by assets National rank
$241,207
Avg per participant Above avg balance/head
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Official DOL plan name: American Marketing Association Retirement Plan · Sponsored by American Marketing Association · Illinois · Educational Services

$17M in assets, 69 participants

American Marketing Association's American Marketing Association Retirement Plan reported $17M in total assets and 69 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #1,933 in Educational Services (3,735 peers)

American Marketing Association multi-year trail

American Marketing Association's plans moved +22.1% in assets from 2022 to 2024; this filing shows American Marketing Association Retirement Plan at $17M / 69 participants.

#1,933
in Educational Services (3,735 peers)
+13.6%
assets growth YoY

American Marketing Association Retirement Plan's outsized position by total assets

American Marketing Association Retirement Plan vs every filed plan by assets

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

$16,643,288 Top 31% higher than 69% 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

American Marketing Association Retirement 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 Marketing Association Retirement Plan is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Marketing Association Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • American Marketing Association Retirement Plan reported participants rose from 58 in the plan year 2022 filing to 69 in the plan year 2023 filing.
  • American Marketing Association Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 362130315 · American Marketing Association PY 2023 · Other

American Marketing Association Retirement Plan · $17M · 69 · 69th

  • SCH $17M
  • EBSA 69
  • PART 69th
  • TYPE Other
  • NET near Beechwood Tax Sheltered Annuity Retirement Plan
  • BOOK ind #1933

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 Illinois →

American Marketing Association Retirement Plan in the asset neighbourhood

Amnesty International of the U.S.a., Inc. 403(b) Tda PlanAmnesty International of the…$17M403(b) Thrift Plan of Family Service League, Inc.403(b) Thrift Plan of Family…$17MAmerican Marketing Association Retirement PlanAmerican Marketing Associati…$17MBeechwood Tax Sheltered Annuity Retirement PlanBeechwood Tax Sheltered Annu…$17MNational Board for Professional Teaching Standards Defined Contribution PlanNational Board for Professio…$17M
End-of-year total assets ($M) among American Marketing Association Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

American Marketing Association multi-year asset trail

Sponsor-wide plan assets over time

All American Marketing Association plans reported in each filing year

Latest sponsor-wide plan assets
$18M 22.136051009195157% vs 2022
2024 filing year
$14M$15M$16M$17M$18M$19M 202220232024 $14.7M $17.9M ▲ +22.1%
Year Plans Participants Total Assets
2022 1 58 $15M
2023 1 69 $17M
2024 1 70 $18M

American Marketing Association filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN362130315
Plan Effective Date1966-01-17
Filing StatusFILING RECEIVED

Nearby Other Plans in Illinois

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

American Marketing Association Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants American Marketing Association Retirement Plan, Total assets ($B): 0.016643288 · Participants: 69American Marketing Association Retirement PlanNorthwestern University Retirement Plan, Total assets ($B): 4.022176874 · Participants: 9440Northwestern University Retirement PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.494522229 · Participants: 4796The University of Chicago Contributory Retirement PlanEndeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees, Total assets ($B): 2.005336202 · Participants: 13705Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem EmployeesThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.734364044 · Participants: 8254The University of Chicago Supplemental Retirement PlanArgonne National Laboratory 403(b) Employee Retirement Plan, Total assets ($B): 1.577078821 · Participants: 3798Argonne National Laboratory 403(b) Employee Retirement Plan
American Marketing Association Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare American Marketing Association Retirement Plan side-by-side with 3 peers →

American Marketing Association Retirement Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Beechwood Tax Sheltered Annuity Retirement Plan in NY ($17M); by covered participants it is Urban Corps of San Diego County 403(b) Plan in CA (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 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 American Marketing Association Retirement Plan assets move in 2023? ▼
American Marketing Association Retirement Plan grew at a solid clip - up 13.6% during 2023, from $15M to $17M. Reported net income was $2M.
How have American Marketing Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Marketing Association's sponsor-wide assets grew 22.1%, from $15M to $18M.
Which Other plans are similar in size to American Marketing Association Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Beechwood Tax Sheltered Annuity Retirement Plan in NY ($17M, 572 participants).
Which Other plans cover a similar participant headcount to American Marketing Association Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Urban Corps of San Diego County 403(b) Plan in CA (69 participants, $915K 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 362130315.

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.