Money Purchase · DOL Form 5500 · 2023

Amercian Institute of Physics Money Purchase Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
221
Participants Below avg headcount
89th
Percentile by assets National rank
$321,535
Avg per participant High balance/head
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Official DOL plan name: The American Institute of Physics Tax Deferred Annuity Plan · Sponsored by Amercian Institute of Physics · Maryland · Professional & Technical Services

$71M in assets, 221 participants

Amercian Institute of Physics's The American Institute of Physics Tax Deferred Annuity Plan reported $71M in total assets and 221 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,272 in Professional & Technical Services (20,321 peers)

Coverage in Maryland

The American Institute of Physics Tax Deferred Annuity Plan covers 221 participants in Maryland, about 24% of the average Maryland filer (state average ~929 per filing). Assets: $71M.

#18,272
in Professional & Technical Services (20,321 peers)
+14.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

The American Institute of Physics Tax Deferred Annuity Plan's outsized position by total assets

The American Institute of Physics Tax Deferred Annuity Plan vs every filed plan by assets

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

$71,059,249 Top 11% higher than 89% 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

The American Institute of Physics Tax Deferred Annuity 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. The American Institute of Physics Tax Deferred Annuity Plan sits mid-pack in the medium band (221 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The American Institute of Physics Tax Deferred Annuity Plan reported net income rose from -$10M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • The American Institute of Physics Tax Deferred Annuity Plan end-of-year assets rose from $62M in the plan year 2022 filing to $71M in the plan year 2023 filing.
  • The American Institute of Physics Tax Deferred Annuity Plan reported participants fell from 249 in the plan year 2022 filing to 221 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 131667053 · Amercian Institute of Physics PY 2023 · Money Purchase

The American Institute of Physics Tax Deferred Annuity Plan · $71M · 221 · 89th

  • EIN $71M
  • EIN 221
  • EIN 89th
  • EIN Money Purchase
  • EIN near Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan
  • EIN ind #18272

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 Maryland →

The American Institute of Physics Tax Deferred Annuity Plan in the asset neighbourhood

Riverdale Country School Defined Contribution Retirement PlanRiverdale Country School Def…$72MIndiana University Foundation, Inc. 403(b) Defined Contribution Retirement PlanIndiana University Foundatio…$71MThe American Institute of Physics Tax Deferred Annuity PlanThe American Institute of Ph…$71MThe Harker School 401(a) Defined Contribution PlanThe Harker School 401(a) Def…$71MPlasterers Union Local No. 66 Supplemental Retirement PlanPlasterers Union Local No. 6…$70M
End-of-year total assets ($M) among The American Institute of Physics Tax Deferred Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$71M
Net Income$9M
Employer EIN131667053
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amercian Institute of Physics)

Sponsor-wide plan assets over time

All Amercian Institute of Physics plans reported in each filing year

Latest sponsor-wide plan assets
$217M 20.402523473472705% vs 2022
2024 filing year
$160M$180M$200M$220M$240M 202220232024 $180M $217M ▲ +20.4%
Year Plans Participants Total Assets
2022 2 528 $180M
2023 2 451 $202M
2024 2 442 $217M

Nearby Money Purchase Plans in Maryland

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

The American Institute of Physics Tax Deferred Annuity Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants The American Institute of Physics Tax Deferred Annuity Plan, Total assets ($B): 0.071059249 · Participants: 221The American Institute of Physics Tax Deferred Annuity PlanNational Electrical Annuity Plan, Total assets ($B): 15.807345093 · Participants: 84425National Electrical Annuity PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan a, Total assets ($B): 2.673002016 · Participants: 7852The Johns Hopkins University Applied Physics Laboratory Pension Plan aMeba Pension Trust-Money Purchase Benefit Plan, Total assets ($B): 0.26967278 · Participants: 2948Meba Pension Trust-Money Purchase Benefit PlanSeafarers Money Purchase Pension Plan, Total assets ($B): 0.154828727 · Participants: 7644Seafarers Money Purchase Pension PlanDefined Contribution Plan for the Employees of the American Institute of Physics, Total assets ($B): 0.131117321 · Participants: 230Defined Contribution Plan for the Employees of the American Institute of Physics
The American Institute of Physics Tax Deferred Annuity Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants
Compare The American Institute of Physics Tax Deferred Annuity Plan side-by-side with 3 peers →

The American Institute of Physics Tax Deferred Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Maryland, the nearest Money Purchase by assets is Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan in IN ($71M); by covered participants it is Blackstone Valley Community Health Care Retirement Plan in RI (221 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (221 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 The American Institute of Physics Tax Deferred Annuity Plan assets move in 2023? ▼
The American Institute of Physics Tax Deferred Annuity Plan grew at a solid clip - up 14.8% during 2023, from $62M to $71M. Reported net income was $9M.
How have Amercian Institute of Physics plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amercian Institute of Physics's sponsor-wide assets grew 20.4%, from $180M to $217M.
Where does The American Institute of Physics Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
The American Institute of Physics Tax Deferred Annuity Plan ranks in the 89th 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 Money Purchase plans are similar in size to The American Institute of Physics Tax Deferred Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan in IN ($71M, 265 participants).
Which Money Purchase plans cover a similar participant headcount to The American Institute of Physics Tax Deferred Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Blackstone Valley Community Health Care Retirement Plan in RI (221 participants, $16M 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 131667053.

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.