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
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
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.
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
Maryland filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $2M |
| Employer EIN | 430691437 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING 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
| 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.
- Johns Hopkins University 403(b) Plan $8.8B · 25,833
- Medstar Health, Inc. Retirement Savings Plan $3.5B · 32,983
- The Johns Hopkins University Applied Physics Laboratory Pension Plan B $3.0B · 9,501
- Howard Hughes Medical Institute Retirement Savings Plan $2.0B · 2,666
- Johns Hopkins Health System Corporation 403(b) Plan $1.7B · 18,810
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (138 participants); asset peers above are excluded.
- Belmont Hill School Defined Contribution Retirement Plan (MA) 138 · 0 off
- West Virginia University Foundation DC Retirement Plan (WV) 138 · 0 off
- Professional Care Services 403(b) Plan (TN) 138 · 0 off
- Oceana, Inc. Retirement Plan (DC) 138 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.