Other · DOL Form 5500 · 2024
American Urological Association Education & Research, Inc. Retirement Plan
Data updated 2026-08-11
- $24M
- Total assets
- 138
- Participants
- 73rd
- Percentile by assets
- $172,286
- Avg per participant
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.
- 73rd percentile by assets (of 123,622 plans)
- #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.
- $24M
- total plan assets (2024 EOY)
- 138
- covered participants
- 73rd
- percentile by assets (of 123,622 plans)
- $172,286
- avg assets per participant
Where Aua Tax Sheltered Annuity Plan sits 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
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.
Participants vs Maryland filers
In Maryland, the average filing covers about 929 participants across 2,484 plans. Aua Tax Sheltered Annuity Plan reports 138 participants - about 15% of that state average ($24M EOY assets).
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.)
| 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Aua Tax Sheltered Annuity Plan by total assets, not by location.
Frequently Asked Questions
How did Aua Tax Sheltered Annuity Plan assets move in 2024? ▼
How have American Urological Association Education & Research, Inc. plan assets changed over time? ▼
Which Other plans are similar in size to Aua Tax Sheltered Annuity Plan? ▼
Next read for Aua Tax Sheltered Annuity Plan
Filing takeaways
Ways to act on Aua Tax Sheltered Annuity Plan's numbers.
- By total assets, Aua Tax Sheltered Annuity Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Maryland. Compare plans
- American Urological Association Education & Research, Inc.'s sponsor-wide assets have grown 33.1% since 2022 across 3 plan years on file. More Educational Services plans