401(k) · DOL Form 5500 · 2023

Institute of Management Accountants Inc 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
122
Participants Small participant base
74th
Percentile by assets National rank
$180,482
Avg per participant Above avg balance/head
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Official DOL plan name: Institute of Management Accountants Employees' Retirement Plan · Sponsored by Institute of Management Accountants Inc · New Jersey · Educational Services

$22M in assets, 122 participants

Institute of Management Accountants Inc's Institute of Management Accountants Employees' Retirement Plan reported $22M in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #2,154 in Educational Services (3,735 peers)

Coverage in New Jersey

Institute of Management Accountants Employees' Retirement Plan covers 122 participants in New Jersey, about 14% of the average New Jersey filer (state average ~844 per filing). Assets: $22M.

#2,154
in Educational Services (3,735 peers)
-1.2%
assets change YoY

The plan reported a net loss of $263K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Institute of Management Accountants Employees' Retirement Plan's outsized position by total assets

Institute of Management Accountants Employees' Retirement Plan vs every filed plan by assets

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

$22,018,826 Top 26% higher than 74% 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

Institute of Management Accountants Employees' 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. Institute of Management Accountants Employees' Retirement Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Institute of Management Accountants Employees' Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to -$263K in the plan year 2023 filing.
  • Institute of Management Accountants Employees' Retirement Plan reported participants fell from 127 in the plan year 2022 filing to 122 in the plan year 2023 filing.
  • Institute of Management Accountants Employees' Retirement Plan end-of-year assets fell from $22M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 222659674 · Institute of Management Accountants Inc PY 2023 · 401(k)

Institute of Management Accountants Employees' Retirement Plan · $22M · 122 · 74th

  • PCT $22M
  • EIN 122
  • RANK 74th
  • PHOTO 401(k)
  • IND near Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan
  • EOY ind #2154

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 New Jersey →

Institute of Management Accountants Employees' Retirement Plan in the asset neighbourhood

Institute of Management Accountants Employees' Retirement PlanInstitute of Management Acco…$22MCauldwell Wingate Company, LLC 401(k) Profit Sharing PlanCauldwell Wingate Company, L…$22MHancock Askew & Co. , LLP Employees' Profit Sharing PlanHancock Askew & Co. , LLP Em…$22MAsklepios Biopharmaceuticals, Inc. 401(k) PlanAsklepios Biopharmaceuticals…$22MKeller Group 401(k) Profit Sharing PlanKeller Group 401(k) Profit S…$22M
End-of-year total assets ($M) among Institute of Management Accountants Employees' Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$22M
Net Income-$263K
Employer EIN222659674
Plan Effective Date1994-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Institute of Management Accountants Inc)

Sponsor-wide plan assets over time

All Institute of Management Accountants Inc plans reported in each filing year

Latest sponsor-wide plan assets
$20M 8.008313438720366% vs 2022
2024 filing year
$20M$21M$22M$23M 202220232024 $22.3M $20.5M ▼ -8.0%
Year Plans Participants Total Assets
2022 1 127 $22M
2023 1 122 $22M
2024 1 89 $20M

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Institute of Management Accountants Employees' Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Institute of Management Accountants Employees' Retirement Plan, Total assets ($B): 0.022018826 · Participants: 122Institute of Management Accountants Employees' Retirement PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Institute of Management Accountants Employees' Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Institute of Management Accountants Employees' Retirement Plan side-by-side with 3 peers →

Institute of Management Accountants Employees' Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan in NY ($22M); by covered participants it is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Institute of Management Accountants Employees' Retirement Plan assets move in 2023? ▼
Institute of Management Accountants Employees' Retirement Plan edged down modestly - down 1.2% during 2023, from $22M to $22M. Reported net income was -$263K.
How have Institute of Management Accountants Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Institute of Management Accountants Inc's sponsor-wide assets declined 8.0%, from $22M to $20M.
Which 401(k) plans are similar in size to Institute of Management Accountants Employees' Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cauldwell Wingate Company, LLC 401(k) Profit Sharing Plan in NY ($22M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Institute of Management Accountants Employees' Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants, $12M 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 222659674.

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.