Other · DOL Form 5500 · 2024
American Economic Association Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 59
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $350,168
- Avg per participant High balance/head
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.
- #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.
- #6,484
- in Other Services (7,719 peers)
- +8.0%
- assets growth YoY
American Economic Association 403(b) DC Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
American Economic Association 403(b) DC Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Economic Association 403(b) DC Plan is a small filing (59 participants) on this national headcount ladder.
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.
DOL schedule card
Filing strip 362166945 · American Economic Association PY 2024 · Other
American Economic Association 403(b) DC Plan · $21M · 59 · 71st
- PCT $21M
- EIN 59
- RANK 71st
- PHOTO Other
- IND near American Public Health Association Defined Contribution Retirement Plan
- EOY ind #6484
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 Other Services retirement plans → · Plans in Tennessee →
American Economic Association 403(b) DC Plan in the asset neighbourhood
American Economic Association multi-year asset trail
Sponsor-wide plan assets over time
All American Economic Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 24.248853218595652% vs 2022
- 2024 filing year
| 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 EIN | 362166945 |
| Plan Effective Date | 1975-04-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Tennessee
Peer Other plans, same state, same plan type, ranked by total assets.
- Vanderbilt University Medical Center Retirement Plan $4.7B · 31,810
- Vanderbilt University Retirement Plan $2.5B · 7,926
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $1.3B · 6,588
- Ballad Health 403(b) Plan $731M · 12,134
- Dialysis Clinic, Inc. Thrift Plan $446M · 5,578
American Economic Association 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is American Public Health Association Defined Contribution Retirement Plan in DC ($21M); by covered participants it is Southern Berks Regional Ems Union Employees 403b in PA (59 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- American Public Health Association Defined Contribution Retirement Plan (DC) $21M · 69
- Childrens Defense Fund Retirement Plan (DC) $21M · 103
- Nib Tda Plan (VA) $21M · 164
- Bethesda 403b Retirement Plan (CO) $21M · 1,090
Similar participant headcount
Nearest other-state filings by covered participants (59 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.