Other · DOL Form 5500 · 2023
Institute for Supply Management Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 58
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $205,531
- Avg per participant Above avg balance/head
Official DOL plan name: Institute for Supply Management 403(b) Tda Plan · Sponsored by Institute for Supply Management · Arizona · Other Services
$12M in assets, 58 participants
Institute for Supply Management's Institute for Supply Management 403(b) Tda Plan reported $12M in total assets and 58 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- #6,194 in Other Services (7,857 peers)
Institute for Supply Management multi-year trail
Institute for Supply Management's plans moved +22.9% in assets from 2022 to 2024; this filing shows Institute for Supply Management 403(b) Tda Plan at $12M / 58 participants.
- #6,194
- in Other Services (7,857 peers)
- +14.9%
- assets growth YoY
Institute for Supply Management 403(b) Tda Plan's mid-pack asset rank among Other Services and all filers
Institute for Supply Management 403(b) Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,920,782 Top 38% higher than 62% 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
Institute for Supply Management 403(b) Tda Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Institute for Supply Management 403(b) Tda Plan is a small filing (58 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Institute for Supply Management 403(b) Tda Plan reported net income rose from -$81K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Institute for Supply Management 403(b) Tda Plan reported participants rose from 47 in the plan year 2022 filing to 58 in the plan year 2023 filing.
- Institute for Supply Management 403(b) Tda Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 135265940 · Institute for Supply Management PY 2023 · Other
Institute for Supply Management 403(b) Tda Plan · $12M · 58 · 62nd
- PART $12M
- PART 58
- PART 62nd
- PART Other
- PART near Monarch 403(b) Plan
- PART ind #6194
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 Other Services retirement plans → · Plans in Arizona →
Institute for Supply Management 403(b) Tda Plan in the asset neighbourhood
Institute for Supply Management multi-year asset trail
Sponsor-wide plan assets over time
All Institute for Supply Management plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 22.934421202373763% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 94 | $25M |
| 2023 | 2 | 114 | $28M |
| 2024 | 2 | 103 | $30M |
Institute for Supply Management filing trail (2023)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 135265940 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Arizona
Peer Other plans, same state, same plan type, ranked by total assets.
- Honor Health 403(b) Retirement Security Plan $1.0B · 13,597
- Operating Engineers Local 428 Annuity Trust Fund $291M · 7,670
- Banner Health Employees 403(b) Plan $164M · 11,018
- El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan $150M · 1,887
- Kingman Regional Medical Center Employee Retirement Plan $107M · 1,914
Institute for Supply Management 403(b) Tda Plan's out-of-state Other peers by assets and headcount
Outside Arizona, the nearest Other by assets is Monarch 403(b) Plan in NC ($12M); by covered participants it is Aao-Hnsf 403(b) Plan in VA (58 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Monarch 403(b) Plan (NC) $12M · 1,646
- National Council of Juvenile and Family Court Judges 403(b) Plan (NV) $12M · 65
- Barc Developmental Services Thrift Plan (PA) $12M · 187
- Asbestos Workers Local 75 Indiana Retirement Fund (IN) $12M · 401
Similar participant headcount
Nearest other-state filings by covered participants (58 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.