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
PlainRetire home → About this data RSS: change history

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

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

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.

See the national 2022→2023 release diff →

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

Sheltering Arms 403(b) Retirement PlanSheltering Arms 403(b) Retir…$64MAccess Community Health Network Retirement Savings PlanAccess Community Health Netw…$63MAstm Tax Sheltered Savings PlanAstm Tax Sheltered Savings P…$63MBozeman Health 403(b) Plan$63MUniversity of Mary Employee Retirement PlanUniversity of Mary Employee …$63M
End-of-year total assets ($M) among Astm Tax Sheltered Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$63M
Net Income$9M
Employer EIN231352024
Plan Effective Date1988-03-01
Filing StatusFILING 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
$240M$260M$280M$300M$320M 202220232024 $250M $296M ▲ +18.8%
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.

Astm Tax Sheltered Savings Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Astm Tax Sheltered Savings Plan, Total assets ($B): 0.063398823 · Participants: 299Astm Tax Sheltered Savings PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
Astm Tax Sheltered Savings Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

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).

Similar participant headcount

Nearest other-state filings by covered participants (299 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 Astm Tax Sheltered Savings Plan assets move in 2023?
Astm Tax Sheltered Savings Plan grew sharply - up 15.9% during 2023, from $55M to $63M. Reported net income was $9M.
How have American Society for Testing and Materials plan assets changed over time?
Across 3 plan years on file (2022-2024), American Society for Testing and Materials's sponsor-wide assets grew 18.8%, from $249M to $296M.
Where does Astm Tax Sheltered Savings Plan rank by assets among Form 5500 filers?
Astm Tax Sheltered Savings Plan ranks in the 88th 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 Astm Tax Sheltered Savings Plan?
Among Other plans in other states, the closest by assets is Access Community Health Network Retirement Savings Plan in IL ($63M, 1,073 participants).
Which Other plans cover a similar participant headcount to Astm Tax Sheltered Savings Plan?
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan Indiana Health Centers, Inc. in IN (299 participants, $15M in assets).