Other · DOL Form 5500 · 2023
American Physical Society Retirement Plan
Data updated 2026-08-25
- $130M
- Total assets Near avg plan size
- 317
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $409,689
- Avg per participant High balance/head
Official DOL plan name: American Physical Society Defined Contribution and Tax Deferred Annuity Retirement Plan · Sponsored by American Physical Society · Maryland · Educational Services
$130M in assets, 317 participants
American Physical Society's American Physical Society Defined Contribution and Tax Deferred Annuity Retirement Plan reported $130M in total assets and 317 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,282 in Educational Services (3,735 peers)
Coverage in Maryland
American Physical Society Defined Contribution and Tax Deferred Annuity Retirement Plan covers 317 participants in Maryland, about 34% of the average Maryland filer (state average ~929 per filing). Assets: $130M.
- #3,282
- in Educational Services (3,735 peers)
- +13.9%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
American Physical Society Defined Contribution and Tax Deferred Annuity Retirement Plan's outsized position by total assets
American Physical Society Defined Contribution and Tax Deferred Annuity Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$129,871,379 Top 7% higher than 93% 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 Physical Society Defined Contribution and Tax Deferred Annuity 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 Physical Society Defined Contribution and Tax Deferred Annuity Retirement Plan sits mid-pack in the medium band (317 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- American Physical Society Defined Contribution and Tax Deferred Annuity Retirement Plan reported net income rose from -$15M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- American Physical Society Defined Contribution and Tax Deferred Annuity Retirement Plan end-of-year assets rose from $114M in the plan year 2022 filing to $130M in the plan year 2023 filing.
- American Physical Society Defined Contribution and Tax Deferred Annuity Retirement Plan reported participants rose from 282 in the plan year 2022 filing to 317 in the plan year 2023 filing.
DOL schedule card
Filing strip 131656610 · American Physical Society PY 2023 · Other
American Physical Society Defined Contribution and Tax Deferred Annuity Retirement Plan · $130M · 317 · 93rd
- BOOK $130M
- BOOK 317
- BOOK 93rd
- BOOK Other
- BOOK near National Louis University Retirement Plan
- BOOK ind #3282
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 →
American Physical Society Defined Contribution and Tax Deferred Annuity Retirement Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $114M |
|---|---|
| Net Assets (End of Year) | $130M |
| Net Income | $16M |
| Employer EIN | 131656610 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Physical Society)
Sponsor-wide plan assets over time
All American Physical Society plans reported in each filing year
- Latest sponsor-wide plan assets
- $143M 25.177701340932547% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 282 | $114M |
| 2023 | 1 | 317 | $130M |
| 2024 | 1 | 348 | $143M |
Nearby Other Plans in Maryland
Peer Other plans, same state, same plan type, ranked by total assets.
- Johns Hopkins University 403(b) Plan $7.8B · 25,369
- Medstar Health, Inc. Retirement Savings Plan $3.0B · 31,642
- The Johns Hopkins University Applied Physics Laboratory Pension Plan B $2.7B · 9,305
- Howard Hughes Medical Institute Retirement Savings Plan $1.8B · 2,154
- Johns Hopkins Health System Corporation 403(b) Plan $1.4B · 17,639
American Physical Society Defined Contribution and Tax Deferred Annuity Retirement Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is National Louis University Retirement Plan in IL ($130M); by covered participants it is Acrmc 403(b) Plan in OH (317 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($130M here).
- National Louis University Retirement Plan (IL) $130M · 586
- Uma Supplemental 403(b) Plan (SC) $130M · 2,514
- Highland Retirement Plan (NY) $130M · 4,128
- The College of Saint Rose 403(b) Retirement Plan (NY) $129M · 478
Similar participant headcount
Nearest other-state filings by covered participants (317 participants); asset peers above are excluded.
- Acrmc 403(b) Plan (OH) 317 · 0 off
- Parker University 403(b) DC Plan (TX) 317 · 0 off
- Robert Wood Johnson Foundation Qualified Retirement Plan (NJ) 317 · 0 off
- Radio Free Asia Defined Contribution Retirement Plan (DC) 317 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.