Other · DOL Form 5500 · 2023

American Management Association Retirement Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
135
Participants Small participant base
89th
Percentile by assets National rank
$516,717
Avg per participant High balance/head
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Official DOL plan name: American Management Association Savings & Investment Plan · Sponsored by American Management Association · New York · Educational Services

$70M in assets, 135 participants

American Management Association's American Management Association Savings & Investment Plan reported $70M in total assets and 135 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.

  • #2,971 in Educational Services (3,735 peers)

Coverage in New York

American Management Association Savings & Investment Plan covers 135 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $70M.

#2,971
in Educational Services (3,735 peers)
+14.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

American Management Association Savings & Investment Plan's outsized position by total assets

American Management Association Savings & Investment Plan vs every filed plan by assets

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

$69,756,763 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

American Management Association Savings & Investment 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. American Management Association Savings & Investment Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Management Association Savings & Investment Plan reported net income rose from -$18M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • American Management Association Savings & Investment Plan end-of-year assets rose from $61M in the plan year 2022 filing to $70M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 237259445 · American Management Association PY 2023 · Other

American Management Association Savings & Investment Plan · $70M · 135 · 89th

  • BOY $70M
  • BOY 135
  • BOY 89th
  • BOY Other
  • BOY near William Penn Charter School Defined Contribution Plan
  • BOY ind #2971

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 York →

American Management Association Savings & Investment Plan in the asset neighbourhood

Fairview Range Regional Health Services 403b PlanFairview Range Regional Heal…$70MNcaa 403(b) Savings Plan$70MWilliam Penn Charter School Defined Contribution PlanWilliam Penn Charter School …$70MAmerican Management Association Savings & Investment PlanAmerican Management Associat…$70MSimpson College Defined Contribution Retirement PlanSimpson College Defined Cont…$70M
End-of-year total assets ($M) among American Management Association Savings & Investment Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$70M
Net Income$9M
Employer EIN237259445
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Management Association)

Sponsor-wide plan assets over time

All American Management Association plans reported in each filing year

Latest sponsor-wide plan assets
$76M 25.787071270928212% vs 2022
2024 filing year
$55M$60M$65M$70M$75M$80M 202220232024 $60.8M $76.5M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 135 $61M
2023 1 135 $70M
2024 1 128 $76M

Nearby Other Plans in New York

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

American Management Association Savings & Investment Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants American Management Association Savings & Investment Plan, Total assets ($B): 0.069756763 · Participants: 135American Management Association Savings & Investment PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
American Management Association Savings & Investment Plan vs. nearby Other plans in New York, assets vs. participants
Compare American Management Association Savings & Investment Plan side-by-side with 3 peers →

American Management Association Savings & Investment Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is William Penn Charter School Defined Contribution Plan in PA ($70M); by covered participants it is Polaris Project 403(b) Plan in DC (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Management Association Savings & Investment Plan assets move in 2023? ▼
American Management Association Savings & Investment Plan grew at a solid clip - up 14.8% during 2023, from $61M to $70M. Reported net income was $9M.
How have American Management Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Management Association's sponsor-wide assets grew 25.8%, from $61M to $76M.
Where does American Management Association Savings & Investment Plan rank by assets among Form 5500 filers? ▼
American Management Association Savings & Investment 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 Other plans are similar in size to American Management Association Savings & Investment Plan? ▼
Among Other plans in other states, the closest by assets is William Penn Charter School Defined Contribution Plan in PA ($70M, 293 participants).
Which Other plans cover a similar participant headcount to American Management Association Savings & Investment Plan? ▼
Among Other plans in other states, the closest by covered participants is Polaris Project 403(b) Plan in DC (135 participants, $4M 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 237259445.

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.