The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1

Money Purchase · DOL Form 5500 · 2023

What the Filing Says About The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1

The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1 is a Money Purchase retirement plan sponsored by Institute for Supply Management, headquartered in Arizona. According to the U.S. Department of Labor's 2023 Form 5500 filing, the plan reports $16M in total end-of-year assets and covers 56 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 135265940, and the plan has been effective since 1985-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets grew at a solid clip from $14M at the beginning of 2023 to $16M at year-end - up 13.6%. Net assets (after liabilities) closed the year at $16M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Across the 2 plan years Institute for Supply Management has on file with PlainRetire (2022-2023), sponsor-wide plan assets have moved from $25M to $28M, a gain of 14.2%, while reported participants moved from 94 to 114 (+21.3%). Year-by-year, sponsor-wide filings show: 2022 - $25M in assets across 2 plans covering 94 participants; 2023 - $28M in assets across 2 plans covering 114 participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2023 Form 5500 with a reported end-of-year asset figure (126,618 plans), rank The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1 against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.