Money Purchase · DOL Form 5500 · 2023
Institute for Supply Management Money Purchase Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 56
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $287,143
- Avg per participant High balance/head
Official DOL plan name: The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1 · Sponsored by Institute for Supply Management · Arizona · Other Services
$16M in assets, 56 participants
Institute for Supply Management's The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1 reported $16M in total assets and 56 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #6,483 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 The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1 at $16M / 56 participants.
- #6,483
- in Other Services (7,857 peers)
- +13.6%
- assets growth YoY
The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1's outsized position by total assets
The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1 vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,080,018 Top 31% higher than 69% 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
The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1 among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1 is a small filing (56 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1 reported net income rose from $522K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1 reported participants rose from 47 in the plan year 2022 filing to 56 in the plan year 2023 filing.
- The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1 end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 135265940 · Institute for Supply Management PY 2023 · Money Purchase
The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1 · $16M · 56 · 69th
- EIN $16M
- RANK 56
- PHOTO 69th
- IND Money Purchase
- EOY near Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust
- 5500 ind #6483
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 →
The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1 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) | $14M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 135265940 |
| Plan Effective Date | 1985-06-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Arizona
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan $120M · 3,942
- IBEW Local Nos 570 & 518 and Southern Az Chap NECA Annuity $38M · 1,484
- Operative Plasterers and Cement Masons Local 394 Defined Contribution Plan $15M · 543
- Benjamin E. Myers Money Purchase Pension Plan and Trust $9M · 1
- Lexington Medical Associates, Inc. Money Purchase Pension Plan $8M · N/A
The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1's out-of-state Money Purchase peers by assets and headcount
Outside Arizona, the nearest Money Purchase by assets is Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust in MT ($16M); by covered participants it is Pba Employees and Fund Office Staff Pension Plan in NY (56 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust (MT) $16M · 160
- University of Maryland Physicians, P.a. Money Purchase Pension Plan and Trust (MD) $16M · 249
- Brooklyn Navy Yard Development Corp. Pension Plan (NY) $16M · 104
- Clarion Healthcare System, Inc. Pension Plan (PA) $16M · 213
Similar participant headcount
Nearest other-state filings by covered participants (56 participants); asset peers above are excluded.
- Pba Employees and Fund Office Staff Pension Plan (NY) 56 · 0 off
- LP Transportation, Inc. Money Purchase Pension Plan for Non Union Employees (NY) 55 · 1 off
- Lake Country Area Agency on Aging Inc Tsa Plan (VA) 55 · 1 off
- Racine Painters & Allied Trades Union Local 108 & Assoc Union Pension Plan (WI) 57 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.