Other · DOL Form 5500 · 2023

American Geophysical Union Retirement Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
147
Participants Small participant base
74th
Percentile by assets National rank
$149,403
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: American Geophysical Union Tda · Sponsored by American Geophysical Union · District of Columbia · Professional & Technical Services

$22M in assets, 147 participants

American Geophysical Union's American Geophysical Union Tda reported $22M in total assets and 147 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.

  • #15,114 in Professional & Technical Services (20,321 peers)

Coverage in District of Columbia

American Geophysical Union Tda covers 147 participants in District of Columbia, about 10% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $22M.

#15,114
in Professional & Technical Services (20,321 peers)
+15.3%
assets growth YoY

American Geophysical Union Tda's outsized position by total assets

American Geophysical Union Tda vs every filed plan by assets

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

$21,962,219 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

American Geophysical Union Tda 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 Geophysical Union Tda sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Geophysical Union Tda reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • American Geophysical Union Tda end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • American Geophysical Union Tda reported participants rose from 129 in the plan year 2022 filing to 147 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 520955532 · American Geophysical Union PY 2023 · Other

American Geophysical Union Tda · $22M · 147 · 74th

  • EBSA $22M
  • PART 147
  • TYPE 74th
  • NET Other
  • BOOK near Aua Tax Sheltered Annuity Plan
  • VS-ST ind #15114

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 District of Columbia →

American Geophysical Union Tda in the asset neighbourhood

Otis R. Bowen Center 403(b) PlanOtis R. Bowen Center 403(b) …$22MAmerican Geophysical Union TdaAmerican Geophysical Union T…$22MAua Tax Sheltered Annuity PlanAua Tax Sheltered Annuity Pl…$22MOak Hall Private School 403(b) DC and Tda PlanOak Hall Private School 403(…$22MHope Hospice and Community Services, Inc. 403(b) PlanHope Hospice and Community S…$22M
End-of-year total assets ($M) among American Geophysical Union Tda and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN520955532
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Geophysical Union)

Sponsor-wide plan assets over time

All American Geophysical Union plans reported in each filing year

Latest sponsor-wide plan assets
$67M 30.043593325654207% vs 2022
2024 filing year
$45M$50M$55M$60M$65M$70M 202220232024 $51.5M $67M ▲ +30.0%
Year Plans Participants Total Assets
2022 2 276 $51M
2023 2 306 $60M
2024 2 318 $67M

Nearby Other Plans in District of Columbia

Peer Other plans, same state, same plan type, ranked by total assets.

American Geophysical Union Tda vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants American Geophysical Union Tda, Total assets ($B): 0.021962219 · Participants: 147American Geophysical Union TdaInt'l Brotherhood of Electrical Workers' Pension Benefit Fund, Total assets ($B): 2.573431912 · Participants: 431907Int'l Brotherhood of Electrical Workers' Pension Benefit FundGeorgetown University Defined Contribution Retirement Plan, Total assets ($B): 2.233326595 · Participants: 4981Georgetown University Defined Contribution Retirement PlanAmerican University Defined Contribution Retirement Plan, Total assets ($B): 1.269733433 · Participants: 2668American University Defined Contribution Retirement PlanHoward University Savings Plan, Total assets ($B): 1.110483572 · Participants: 6611Howard University Savings PlanGeorgetown University Voluntary Contribution Retirement Plan, Total assets ($B): 0.864736688 · Participants: 15030Georgetown University Voluntary Contribution Retirement Plan
American Geophysical Union Tda vs. nearby Other plans in District of Columbia, assets vs. participants
Compare American Geophysical Union Tda side-by-side with 3 peers →

American Geophysical Union Tda's out-of-state Other peers by assets and headcount

Outside District of Columbia, the nearest Other by assets is Aua Tax Sheltered Annuity Plan in MD ($22M); by covered participants it is Autry Museum of the American West 403(b) Plan in CA (147 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (147 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 American Geophysical Union Tda assets move in 2023? ▼
American Geophysical Union Tda grew sharply - up 15.3% during 2023, from $19M to $22M. Reported net income was $3M.
How have American Geophysical Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Geophysical Union's sponsor-wide assets grew 30.0%, from $51M to $67M.
Which Other plans are similar in size to American Geophysical Union Tda? ▼
Among Other plans in other states, the closest by assets is Aua Tax Sheltered Annuity Plan in MD ($22M, 143 participants).
Which Other plans cover a similar participant headcount to American Geophysical Union Tda? ▼
Among Other plans in other states, the closest by covered participants is Autry Museum of the American West 403(b) Plan in CA (147 participants, $10M 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 520955532.

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.