Other · DOL Form 5500 · 2024

American Urological Association Education & Research, Inc. Retirement Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
138
Participants Small participant base
73rd
Percentile by assets National rank
$172,286
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Aua Tax Sheltered Annuity Plan · Sponsored by American Urological Association Education & Research, Inc. · Maryland · Educational Services

$24M in assets, 138 participants

American Urological Association Education & Research, Inc.'s Aua Tax Sheltered Annuity Plan reported $24M in total assets and 138 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #2,073 in Educational Services (3,638 peers)

Coverage in Maryland

Aua Tax Sheltered Annuity Plan covers 138 participants in Maryland, about 15% of the average Maryland filer (state average ~929 per filing). Assets: $24M.

#2,073
in Educational Services (3,638 peers)
+8.3%
assets growth YoY

Aua Tax Sheltered Annuity Plan's outsized position by total assets

Aua Tax Sheltered Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$23,775,516 Top 27% higher than 73% of 123,620 filed plans

This plan $0 $2,050,000,000 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 2024

Aua Tax Sheltered Annuity Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aua Tax Sheltered Annuity Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aua Tax Sheltered Annuity Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Aua Tax Sheltered Annuity Plan end-of-year assets rose from $22M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Aua Tax Sheltered Annuity Plan reported participants fell from 143 in the plan year 2023 filing to 138 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 430691437 · American Urological Association Education & Research, Inc. PY 2024 · Other

Aua Tax Sheltered Annuity Plan · $24M · 138 · 73rd

  • BOY $24M
  • BOY 138
  • BOY 73rd
  • BOY Other
  • BOY near St Paul's Episcopal School Tax Deferred Annuity Plan (403(b))
  • BOY ind #2073

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 Maryland →

Aua Tax Sheltered Annuity Plan in the asset neighbourhood

Schools for Children, Inc. 403(b) Retirement PlanSchools for Children, Inc. 4…$24MCanterbury School Retirement PlanCanterbury School Retirement…$24MAua Tax Sheltered Annuity PlanAua Tax Sheltered Annuity Pl…$24MSt Paul's Episcopal School Tax Deferred Annuity Plan (403(b))St Paul's Episcopal School T…$24MThe Allendale Columbia School Defined ContributionThe Allendale Columbia Schoo…$24M
End-of-year total assets ($M) among Aua Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$24M
Net Income$2M
Employer EIN430691437
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Urological Association Education & Research, Inc.)

Sponsor-wide plan assets over time

All American Urological Association Education & Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 33.090662651983095% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34M $45.3M ▲ +33.1%
Year Plans Participants Total Assets
2022 2 249 $34M
2023 2 254 $42M
2024 2 258 $45M

Nearby Other Plans in Maryland

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

Aua Tax Sheltered Annuity Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Aua Tax Sheltered Annuity Plan, Total assets ($B): 0.023775516 · Participants: 138Aua Tax Sheltered Annuity PlanJohns Hopkins University 403(b) Plan, Total assets ($B): 8.794780748 · Participants: 25833Johns Hopkins University 403(b) PlanMedstar Health, Inc. Retirement Savings Plan, Total assets ($B): 3.45522718 · Participants: 32983Medstar Health, Inc. Retirement Savings PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan B, Total assets ($B): 2.989165017 · Participants: 9501The Johns Hopkins University Applied Physics Laboratory Pension Plan BHoward Hughes Medical Institute Retirement Savings Plan, Total assets ($B): 1.966847116 · Participants: 2666Howard Hughes Medical Institute Retirement Savings PlanJohns Hopkins Health System Corporation 403(b) Plan, Total assets ($B): 1.67790317 · Participants: 18810Johns Hopkins Health System Corporation 403(b) Plan
Aua Tax Sheltered Annuity Plan vs. nearby Other plans in Maryland, assets vs. participants
Compare Aua Tax Sheltered Annuity Plan side-by-side with 3 peers →

Aua Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) in AL ($24M); by covered participants it is Belmont Hill School Defined Contribution Retirement Plan in MA (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Aua Tax Sheltered Annuity Plan assets move in 2024? ▼
Aua Tax Sheltered Annuity Plan grew at a solid clip - up 8.3% during 2024, from $22M to $24M. Reported net income was $2M.
How have American Urological Association Education & Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Urological Association Education & Research, Inc.'s sponsor-wide assets grew 33.1%, from $34M to $45M.
Which Other plans are similar in size to Aua Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) in AL ($24M, 143 participants).
Which Other plans cover a similar participant headcount to Aua Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Belmont Hill School Defined Contribution Retirement Plan in MA (138 participants, $67M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 430691437.

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.