Profit Sharing · DOL Form 5500 · 2024
Society for Industrial and Applied Mathematics Profit Sharing Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 79
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $326,391
- Avg per participant High balance/head
Official DOL plan name: Siam 403(b) · Sponsored by Society for Industrial and Applied Mathematics · Pennsylvania · Educational Services
$26M in assets, 79 participants
Society for Industrial and Applied Mathematics's Siam 403(b) reported $26M in total assets and 79 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #2,144 in Educational Services (3,638 peers)
Where Siam 403(b) sits by assets
Siam 403(b) sits in the top quartile of all filed plans by assets, $26M for 79 participants (~$326,391/participant), up 13.0% in 2024.
- #2,144
- in Educational Services (3,638 peers)
- +13.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Siam 403(b)'s outsized position by total assets
Siam 403(b) vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,784,900 Top 25% higher than 75% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Siam 403(b) among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Siam 403(b) is a small filing (79 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Siam 403(b) reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Siam 403(b) end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- Siam 403(b) reported participants rose from 74 in the plan year 2023 filing to 79 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 231496016 · Society for Industrial and Applied Mathematics PY 2024 · Profit Sharing
Siam 403(b) · $26M · 79 · 75th
- PHOTO $26M
- IND 79
- EOY 75th
- 5500 Profit Sharing
- ASSETS near Sentry Equipment Erectors, Inc. Stock Bonus Plan
- PCT ind #2144
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 Educational Services retirement plans → · Plans in Pennsylvania →
Siam 403(b) in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $3M |
| Employer EIN | 231496016 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Society for Industrial and Applied Mathematics)
Sponsor-wide plan assets over time
All Society for Industrial and Applied Mathematics plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 34.10556804213173% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 71 | $19M |
| 2023 | 1 | 74 | $23M |
| 2024 | 1 | 79 | $26M |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.2B · 14,807
- University of Pennsylvania Basic Plan $2.0B · 21,954
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.3B · 3,927
- Temple University Health System, Inc. Defined Contribution Retirement Plan $876M · 10,394
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $781M · 2,477
Siam 403(b)'s out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Sentry Equipment Erectors, Inc. Stock Bonus Plan in VA ($26M); by covered participants it is Metal Recycling Corporation Retirement Plan in AR (79 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
Similar participant headcount
Nearest other-state filings by covered participants (79 participants); asset peers above are excluded.
- Metal Recycling Corporation Retirement Plan (AR) 79 · 0 off
- Pryor Products, Inc. Profit Sharing Plan (CA) 79 · 0 off
- Four Seasons Heating, Inc. 401(k) Plan and Trust (CO) 79 · 0 off
- Dufry Puerto Rico Retirement Plan (PR) 79 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.