Other · DOL Form 5500 · 2024

American Economic Association Retirement Plan

Data updated 2026-08-11

$21M
Total assets
59
Participants
71st
Percentile by assets
$350,168
Avg per participant
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Official DOL plan name: American Economic Association 403(b) DC Plan · Sponsored by American Economic Association · Tennessee · Other Services

$21M in assets, 59 participants

American Economic Association's American Economic Association 403(b) DC Plan reported $21M in total assets and 59 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • 71st percentile by assets (of 123,622 plans)
  • #6,484 in Other Services (7,719 peers)

American Economic Association multi-year trail

American Economic Association's plans moved +24.2% in assets from 2022 to 2024; this filing shows American Economic Association 403(b) DC Plan at $21M / 59 participants.

$21M
total plan assets (2024 EOY)
59
covered participants
71st
percentile by assets (of 123,622 plans)
$350,168
avg assets per participant

Where American Economic Association 403(b) DC Plan sits by total assets

American Economic Association 403(b) DC Plan vs every filed plan by assets

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

$20,659,903 Top 29% higher than 71% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • American Economic Association 403(b) DC Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • American Economic Association 403(b) DC Plan reported participants fell from 83 in the plan year 2023 filing to 59 in the plan year 2024 filing.
  • American Economic Association 403(b) DC Plan end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

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American Economic Association across 3 plan years on file

Across the 3 plan years American Economic Association has on file (2022-2024), sponsor-wide plan assets have moved from $17M to $21M, a gain of 24.2%, while reported participants moved from 82 to 59 (-28.0%). Peak year by sponsor assets: 2024 ($21M); trough: 2022 ($17M).

American Economic Association multi-year asset trail

$16M$18M$20M$22M 202220232024 $16.6M $20.7M ▲ +24.2%
Total plan assets by year, all American Economic Association plans on file
Year Plans Participants Total Assets
2022 1 82 $17M
2023 1 83 $19M
2024 1 59 $21M

American Economic Association filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN362166945
Plan Effective Date1975-04-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Tennessee

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

American Economic Association 403(b) DC Plan vs. nearby Other plans in Tennessee, assets vs. participants

American Economic Association 403(b) DC Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants American Economic As…Vanderbilt Universit…Vanderbilt Universit…St. Jude Children's …Ballad Health 403(b)…Dialysis Clinic, Inc…
American Economic Association 403(b) DC Plan vs. nearby Other plans in Tennessee, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to American Economic Association 403(b) DC Plan by total assets, not by location.

Frequently Asked Questions

How did American Economic Association 403(b) DC Plan assets move in 2024?
American Economic Association 403(b) DC Plan grew at a solid clip - up 8.0% during 2024, from $19M to $21M. Reported net income was $2M.
How have American Economic Association plan assets changed over time?
Across 3 plan years on file (2022-2024), American Economic Association's sponsor-wide assets grew 24.2%, from $17M to $21M.
Which Other plans are similar in size to American Economic Association 403(b) DC Plan?
Among Other plans in other states, the closest by assets is American Public Health Association Defined Contribution Retirement Plan in DC ($21M, 69 participants).

Next read for American Economic Association 403(b) DC …

Multi-year trail

Ways to act on American Economic Association 403(b) DC Plan's numbers.