Other · DOL Form 5500 · 2023

American Mathematical Society Retirement Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
201
Participants Below avg headcount
89th
Percentile by assets National rank
$345,853
Avg per participant High balance/head
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Official DOL plan name: American Mathematical Society Tax-Deferred Annuity Plan · Sponsored by American Mathematical Society · Rhode Island · Other Services

$70M in assets, 201 participants

American Mathematical Society's American Mathematical Society Tax-Deferred Annuity Plan reported $70M in total assets and 201 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,488 in Other Services (7,857 peers)

Coverage in Rhode Island

American Mathematical Society Tax-Deferred Annuity Plan covers 201 participants in Rhode Island, about 14% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $70M.

#7,488
in Other Services (7,857 peers)
+9.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

American Mathematical Society Tax-Deferred Annuity Plan's outsized position by total assets

American Mathematical Society Tax-Deferred Annuity Plan vs every filed plan by assets

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

$69,516,497 Top 11% higher than 89% 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 Tax-Deferred 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. American Mathematical Society Tax-Deferred Annuity Plan sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Mathematical Society Tax-Deferred Annuity Plan reported net income rose from -$13M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • American Mathematical Society Tax-Deferred Annuity Plan end-of-year assets rose from $63M in the plan year 2022 filing to $70M in the plan year 2023 filing.
  • American Mathematical Society Tax-Deferred Annuity Plan reported participants rose from 192 in the plan year 2022 filing to 201 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 050264797 · American Mathematical Society PY 2023 · Other

American Mathematical Society Tax-Deferred Annuity Plan · $70M · 201 · 89th

  • PHOTO $70M
  • IND 201
  • EOY 89th
  • 5500 Other
  • ASSETS near Shady Side Academy Retirement Plan
  • PCT ind #7488

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 Tax-Deferred Annuity Plan in the asset neighbourhood

Simpson College Defined Contribution Retirement PlanSimpson College Defined Cont…$70MLocal Initiatives Support Corporation Tax Sheltered Annuity PlanLocal Initiatives Support Co…$70MShady Side Academy Retirement PlanShady Side Academy Retiremen…$70MOral Roberts University Retirement PlanOral Roberts University Reti…$70MAmerican Mathematical Society Tax-Deferred Annuity PlanAmerican Mathematical Societ…$70M
End-of-year total assets ($M) among American Mathematical Society Tax-Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Rhode Island filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$70M
Net Income$6M
Employer EIN050264797
Plan Effective Date1975-06-08
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 Other Plans in Rhode Island

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

American Mathematical Society Tax-Deferred Annuity Plan vs. nearby Other plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -50000500010000 00.511.5 Total assets ($B) Participants American Mathematical Society Tax-Deferred Annuity Plan, Total assets ($B): 0.069516497 · Participants: 201American Mathematical Society Tax-Deferred Annuity PlanBrown University Defined Contribution Legacy Retirement Plan, Total assets ($B): 1.400883938 · Participants: 1272Brown University Defined Contribution Legacy Retirement PlanLifespan Corporation 403(b)Retirement Plan, Total assets ($B): 1.164361597 · Participants: 9416Lifespan Corporation 403(b)Retirement PlanBrown University Defined Contribution Deferred Vesting Retirement Plan, Total assets ($B): 0.812750487 · Participants: 5630Brown University Defined Contribution Deferred Vesting Retirement PlanProvidence College 403(b) Plan, Total assets ($B): 0.359922183 · Participants: 984Providence College 403(b) PlanRoger Williams University Retirement Plan, Total assets ($B): 0.335932553 · Participants: 2740Roger Williams University Retirement Plan
American Mathematical Society Tax-Deferred Annuity Plan vs. nearby Other plans in Rhode Island, assets vs. participants
Compare American Mathematical Society Tax-Deferred Annuity Plan side-by-side with 3 peers →

American Mathematical Society Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Rhode Island, the nearest Other by assets is Shady Side Academy Retirement Plan in PA ($70M); by covered participants it is Habitat for Humanity Retirement Savings Plan in NC (201 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (201 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 Mathematical Society Tax-Deferred Annuity Plan assets move in 2023? ▼
American Mathematical Society Tax-Deferred Annuity Plan grew at a solid clip - up 9.6% during 2023, from $63M to $70M. Reported net income was $6M.
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 Tax-Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
American Mathematical Society Tax-Deferred Annuity Plan ranks in the 89th 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 Other plans are similar in size to American Mathematical Society Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Shady Side Academy Retirement Plan in PA ($70M, 290 participants).
Which Other plans cover a similar participant headcount to American Mathematical Society Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Habitat for Humanity Retirement Savings Plan in NC (201 participants, $5M 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.