Money Purchase · DOL Form 5500 · 2023

American Mathematical Society Money Purchase Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
171
Participants Small participant base
87th
Percentile by assets National rank
$346,711
Avg per participant High balance/head
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Official DOL plan name: American Mathematical Society Retirement Plan · Sponsored by American Mathematical Society · Rhode Island · Other Services

$59M in assets, 171 participants

American Mathematical Society's American Mathematical Society Retirement Plan reported $59M in total assets and 171 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,430 in Other Services (7,857 peers)

Coverage in Rhode Island

American Mathematical Society Retirement Plan covers 171 participants in Rhode Island, about 12% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $59M.

#7,430
in Other Services (7,857 peers)
+12.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

American Mathematical Society Retirement Plan's outsized position by total assets

American Mathematical Society Retirement Plan vs every filed plan by assets

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

$59,287,650 Top 13% higher than 87% 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 Mathematical Society Retirement 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. American Mathematical Society Retirement Plan sits mid-pack in the medium band (171 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Mathematical Society Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • American Mathematical Society Retirement Plan end-of-year assets rose from $53M in the plan year 2022 filing to $59M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 050264797 · American Mathematical Society PY 2023 · Money Purchase

American Mathematical Society Retirement Plan · $59M · 171 · 87th

  • PART $59M
  • TYPE 171
  • NET 87th
  • BOOK Money Purchase
  • VS-ST near The Excelsior University Retirement Plan
  • BOY ind #7430

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 Rhode Island →

American Mathematical Society Retirement Plan in the asset neighbourhood

University Athletic Association, Inc. Employees' Money Purchase PensionUniversity Athletic Associat…$60MRetirement Plan for Prior Alcon EmployeesRetirement Plan for Prior Al…$60MThe Excelsior University Retirement PlanThe Excelsior University Ret…$59MAmerican Mathematical Society Retirement PlanAmerican Mathematical Societ…$59MUnited Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity FundUnited Parcel Service, Inc. …$59M
End-of-year total assets ($M) among American Mathematical Society Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Rhode Island filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$59M
Net Income$7M
Employer EIN050264797
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Mathematical Society)

Sponsor-wide plan assets over time

All American Mathematical Society plans reported in each filing year

Latest sponsor-wide plan assets
$136M 17.641270933676843% vs 2022
2024 filing year
$110M$120M$130M$140M 202220232024 $116M $136M ▲ +17.6%
Year Plans Participants Total Assets
2022 2 363 $116M
2023 2 372 $129M
2024 2 390 $136M

Nearby Money Purchase Plans in Rhode Island

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

American Mathematical Society Retirement Plan vs. nearby Money Purchase plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 050100150200250 Total assets ($M) Participants American Mathematical Society Retirement Plan, Total assets ($M): 59.28765 · Participants: 171American Mathematical Society Retirement PlanRhode Island Laborers Annuity Fund, Total assets ($M): 226.775912 · Participants: 9169Rhode Island Laborers Annuity FundInternational Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan, Total assets ($M): 143.118637 · Participants: 994International Brotherhood of Electrical Workers Local Union No. 99 Annuity PlanPlumbers & Pipefitters Local Union #51 Annuity Plan, Total assets ($M): 73.474231 · Participants: 1273Plumbers & Pipefitters Local Union #51 Annuity PlanRhode Island Sheet Metal Workers Local 17 Annuity Fund, Total assets ($M): 21.475423 · Participants: 202Rhode Island Sheet Metal Workers Local 17 Annuity FundBlackstone Valley Community Health Care Retirement Plan, Total assets ($M): 15.821311 · Participants: 221Blackstone Valley Community Health Care Retirement Plan
American Mathematical Society Retirement Plan vs. nearby Money Purchase plans in Rhode Island, assets vs. participants
Compare American Mathematical Society Retirement Plan side-by-side with 3 peers →

American Mathematical Society Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Rhode Island, the nearest Money Purchase by assets is The Excelsior University Retirement Plan in NY ($59M); by covered participants it is Heath Village Pension Plan in NJ (171 participants). Same-state nearby plans are listed separately above.

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 Mathematical Society Retirement Plan assets move in 2023? ▼
American Mathematical Society Retirement Plan grew at a solid clip - up 12.9% during 2023, from $53M to $59M. Reported net income was $7M.
How have American Mathematical Society plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Mathematical Society's sponsor-wide assets grew 17.6%, from $116M to $136M.
Where does American Mathematical Society Retirement Plan rank by assets among Form 5500 filers? ▼
American Mathematical Society Retirement Plan ranks in the 87th 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 Money Purchase plans are similar in size to American Mathematical Society Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is The Excelsior University Retirement Plan in NY ($59M, 643 participants).
Which Money Purchase plans cover a similar participant headcount to American Mathematical Society Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Heath Village Pension Plan in NJ (171 participants, $9M 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 050264797.

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.