Other · DOL Form 5500 · 2023
American Society for Testing and Materials Retirement Plan
Data updated 2026-08-25
- $63M
- Total assets Below avg plan size
- 299
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $212,036
- Avg per participant Above avg balance/head
Official DOL plan name: Astm Tax Sheltered Savings Plan · Sponsored by American Society for Testing and Materials · Pennsylvania · Professional & Technical Services
$63M in assets, 299 participants
American Society for Testing and Materials's Astm Tax Sheltered Savings Plan reported $63M in total assets and 299 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #18,092 in Professional & Technical Services (20,321 peers)
Coverage in Pennsylvania
Astm Tax Sheltered Savings Plan covers 299 participants in Pennsylvania, about 36% of the average Pennsylvania filer (state average ~822 per filing). Assets: $63M.
- #18,092
- in Professional & Technical Services (20,321 peers)
- +15.9%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Astm Tax Sheltered Savings Plan's outsized position by total assets
Astm Tax Sheltered Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$63,398,823 Top 12% higher than 88% 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
Astm Tax Sheltered Savings 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. Astm Tax Sheltered Savings Plan sits mid-pack in the medium band (299 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Astm Tax Sheltered Savings Plan reported net income rose from -$10M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Astm Tax Sheltered Savings Plan end-of-year assets rose from $55M in the plan year 2022 filing to $63M in the plan year 2023 filing.
- Astm Tax Sheltered Savings Plan reported participants rose from 291 in the plan year 2022 filing to 299 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 231352024 · American Society for Testing and Materials PY 2023 · Other
Astm Tax Sheltered Savings Plan · $63M · 299 · 88th
- BOY $63M
- SCH 299
- EBSA 88th
- PART Other
- TYPE near Access Community Health Network Retirement Savings Plan
- NET ind #18092
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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →
Astm Tax Sheltered Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $9M |
| Employer EIN | 231352024 |
| Plan Effective Date | 1988-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Society for Testing and Materials)
Sponsor-wide plan assets over time
All American Society for Testing and Materials plans reported in each filing year
- Latest sponsor-wide plan assets
- $296M 18.78177822137365% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 564 | $249M |
| 2023 | 2 | 584 | $274M |
| 2024 | 2 | 586 | $296M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Astm Tax Sheltered Savings Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Access Community Health Network Retirement Savings Plan in IL ($63M); by covered participants it is 403(b) Thrift Plan Indiana Health Centers, Inc. in IN (299 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
- Access Community Health Network Retirement Savings Plan (IL) $63M · 1,073
- Bozeman Health 403(b) Plan (MT) $63M · 2,524
- Sheltering Arms 403(b) Retirement Plan (VA) $64M · 677
- University of Mary Employee Retirement Plan (ND) $63M · 449
Similar participant headcount
Nearest other-state filings by covered participants (299 participants); asset peers above are excluded.
- 403(b) Thrift Plan Indiana Health Centers, Inc. (IN) 299 · 0 off
- Phelps Memorial Health Center Tax Sheltered Annuity Plan (NE) 299 · 0 off
- Covenant Woods 403b Retirement Savings Plan (VA) 299 · 0 off
- Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan (NY) 299 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.