Money Purchase · DOL Form 5500 · 2023
American Institute of Physics Money Purchase Plan
Data updated 2026-08-25
- $131M
- Total assets Near avg plan size
- 230
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $570,075
- Avg per participant High balance/head
Official DOL plan name: Defined Contribution Plan for the Employees of the American Institute of Physics · Sponsored by American Institute of Physics · Maryland · Professional & Technical Services
$131M in assets, 230 participants
American Institute of Physics's Defined Contribution Plan for the Employees of the American Institute of Physics reported $131M in total assets and 230 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #19,131 in Professional & Technical Services (20,321 peers)
Coverage in Maryland
Defined Contribution Plan for the Employees of the American Institute of Physics covers 230 participants in Maryland, about 25% of the average Maryland filer (state average ~929 per filing). Assets: $131M.
- #19,131
- in Professional & Technical Services (20,321 peers)
- +11.0%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Defined Contribution Plan for the Employees of the American Institute of Physics's outsized position by total assets
Defined Contribution Plan for the Employees of the American Institute of Physics vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$131,117,321 Top 7% higher than 93% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Defined Contribution Plan for the Employees of the American Institute of Physics 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. Defined Contribution Plan for the Employees of the American Institute of Physics sits mid-pack in the medium band (230 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Defined Contribution Plan for the Employees of the American Institute of Physics reported net income rose from -$19M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Defined Contribution Plan for the Employees of the American Institute of Physics reported participants fell from 279 in the plan year 2022 filing to 230 in the plan year 2023 filing.
- Defined Contribution Plan for the Employees of the American Institute of Physics end-of-year assets rose from $118M in the plan year 2022 filing to $131M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 131667053 · American Institute of Physics PY 2023 · Money Purchase
Defined Contribution Plan for the Employees of the American Institute of Physics · $131M · 230 · 93rd
- PCT $131M
- PCT 230
- PCT 93rd
- PCT Money Purchase
- PCT near Mcphs University Pension Plan
- PCT ind #19131
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 →
Defined Contribution Plan for the Employees of the American Institute of Physics in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $118M |
|---|---|
| Net Assets (End of Year) | $131M |
| Net Income | $13M |
| Employer EIN | 131667053 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Institute of Physics)
Sponsor-wide plan assets over time
All American Institute of Physics plans reported in each filing year
- Latest sponsor-wide plan assets
- $217M 20.402523473472705% vs 2022
- 2024 filing year
| 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.
- National Electrical Annuity Plan $15.8B · 84,425
- The Johns Hopkins University Applied Physics Laboratory Pension Plan a $2.7B · 7,852
- Meba Pension Trust-Money Purchase Benefit Plan $270M · 2,948
- Seafarers Money Purchase Pension Plan $155M · 7,644
- Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust $119M · 280
Defined Contribution Plan for the Employees of the American Institute of Physics's out-of-state Money Purchase peers by assets and headcount
Outside Maryland, the nearest Money Purchase by assets is Mcphs University Pension Plan in MA ($131M); by covered participants it is Schenk Packing Co., Inc. Money Purchase Pension Plan in WA (228 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($131M here).
- Mcphs University Pension Plan (MA) $131M · 636
- Iron Workers Local 401 Annuity Fund (PA) $129M · 995
- NECA-IBEW 177 Pension Fund (FL) $129M · 1,443
- Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund (MA) $133M · 1,052
Similar participant headcount
Nearest other-state filings by covered participants (230 participants); asset peers above are excluded.
- Schenk Packing Co., Inc. Money Purchase Pension Plan (WA) 228 · 2 off
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust (MT) 227 · 3 off
- Westchester Community Opportunity Program, Inc. Pension Plan (NY) 233 · 3 off
- Spanish Springs Construction Inc Davis-Bacon Pension Plan & Trust (NV) 226 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.