Other · DOL Form 5500 · 2023

Institute for Supply Management Retirement Plan

Data updated 2026-08-11

$12M
Total assets
58
Participants
62nd
Percentile by assets
$205,531
Avg per participant
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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.

  • 62nd percentile by assets (of 127,072 plans)
  • #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.

$12M
total plan assets (2023 EOY)
58
covered participants
62nd
percentile by assets (of 127,072 plans)
$205,531
avg assets per participant

Where Institute for Supply Management 403(b) Tda Plan sits by total assets

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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
Arizona
Industry
Other Services

Institute for Supply Management across 3 plan years on file

Across the 3 plan years Institute for Supply Management has on file (2022-2024), sponsor-wide plan assets have moved from $25M to $30M, a gain of 22.9%, while reported participants moved from 94 to 103 (+9.6%). Peak year by sponsor assets: 2024 ($30M); trough: 2022 ($25M).

Institute for Supply Management multi-year asset trail

$22M$24M$26M$28M$30M$32M 202220232024 $24.5M $30.2M ▲ +22.9%
Total plan assets by year, all Institute for Supply Management plans on file
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 EIN135265940
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Arizona

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

Institute for Supply Management 403(b) Tda Plan vs. nearby Other plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Institute for Supply…, Total assets ($B): 0.011920782 · Participants: 58Institute for Supply…Honor Health 403(b) …, Total assets ($B): 1.023668486 · Participants: 13597Honor Health 403(b) …Operating Engineers …, Total assets ($B): 0.291333345 · Participants: 7670Operating Engineers …Banner Health Employ…, Total assets ($B): 0.163501548 · Participants: 11018Banner Health Employ…El Rio Santa Cruz Ne…, Total assets ($B): 0.149956482 · Participants: 1887El Rio Santa Cruz Ne…Kingman Regional Med…, Total assets ($B): 0.107432825 · Participants: 1914Kingman Regional Med…
Institute for Supply Management 403(b) Tda Plan vs. nearby Other plans in Arizona, assets vs. participants
Compare Institute for Supply Management 403(b) T… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Institute for Supply Management 403(b) Tda Plan by total assets, not by location.

Frequently Asked Questions

How did Institute for Supply Management 403(b) Tda Plan assets move in 2023? ▼
Institute for Supply Management 403(b) Tda Plan grew at a solid clip - up 14.9% during 2023, from $10M to $12M. Reported net income was $2M.
How have Institute for Supply Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Institute for Supply Management's sponsor-wide assets grew 22.9%, from $25M to $30M.
Which Other plans are similar in size to Institute for Supply Management 403(b) Tda Plan? ▼
Among Other plans in other states, the closest by assets is Monarch 403(b) Plan in NC ($12M, 1,646 participants).

Next read for Institute for Supply Management 403(b) T…

Multi-year trail

Ways to act on Institute for Supply Management 403(b) Tda Plan's numbers.

  • By total assets, Institute for Supply Management 403(b) Tda Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Arizona. Compare plans
  • Institute for Supply Management's sponsor-wide assets have grown 22.9% since 2022 across 3 plan years on file. More Other Services plans

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 135265940.

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.