IRA-Based
2023 plan-year IRA-Based DOL Form 5500

ASTM TAX SHELTERED SAVINGS PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

AMERICAN SOCIETY FOR TESTING AND MATERIALS

This IRA-Based plan holds $63M in total assets and serves 299 participants as of 2023. It is sponsored by AMERICAN SOCIETY FOR TESTING AND MATERIALS in Pennsylvania. The plan reported positive net income of $9M for the year.

Total Assets (2023)
$63M
Participants
299
State
Industry
Professional & Technical Services

What the Filing Says About ASTM TAX SHELTERED SAVINGS PLAN

ASTM TAX SHELTERED SAVINGS PLAN is a IRA-Based retirement plan sponsored by AMERICAN SOCIETY FOR TESTING AND MATERIALS, headquartered in Pennsylvania. As of the 2023 Form 5500 filing, the plan reports $63M in total end-of-year assets and covers 299 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 231352024, and the plan has been effective since 1988-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $55M at the beginning of 2023 to $63M at year-end — a gain of 15.9%. Net assets (after liabilities) closed the year at $63M, with reported net income of $9M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$55M
Total Assets (End of Year)$63M
Net Assets (End of Year)$63M
Net Income$9M
Plan TypeIRA-Based
Employer EIN231352024
Plan Effective Date1988-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (AMERICAN SOCIETY FOR TESTING AND MATERIALS)

Year Plans Participants Total Assets
2022 2 564 $249M
2023 2 584 $274M
2024 2 586 $296M

Nearby IRA-Based Plans in Pennsylvania

Peer IRA-Based plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the ASTM TAX SHELTERED SAVINGS PLAN?
As of the 2023 Form 5500 filing, ASTM TAX SHELTERED SAVINGS PLAN holds $63M in total assets with 299 participants. It is sponsored by AMERICAN SOCIETY FOR TESTING AND MATERIALS.
What type of plan is ASTM TAX SHELTERED SAVINGS PLAN?
ASTM TAX SHELTERED SAVINGS PLAN is a IRA-Based plan. It has been effective since 1988-03-01. The plan is filed with the U.S. Department of Labor under EIN 231352024.
Who sponsors the ASTM TAX SHELTERED SAVINGS PLAN?
ASTM TAX SHELTERED SAVINGS PLAN is sponsored by AMERICAN SOCIETY FOR TESTING AND MATERIALS, located in Pennsylvania. The sponsor's EIN is 231352024 and the plan operates in the Professional & Technical Services industry.
How did ASTM TAX SHELTERED SAVINGS PLAN perform in 2023?
ASTM TAX SHELTERED SAVINGS PLAN grew by 15.9% during 2023, moving from $55M to $63M in total assets. Net income was $9M.
Where can I find official filings for ASTM TAX SHELTERED SAVINGS PLAN?
Official Form 5500 filings for ASTM TAX SHELTERED SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 231352024 or plan name at efast.dol.gov.
How does ASTM TAX SHELTERED SAVINGS PLAN compare to other plans?
You can compare ASTM TAX SHELTERED SAVINGS PLAN against other IRA-Based plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 231352024.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.