401(k) · DOL Form 5500 · 2024

Institute of Management Accountants Inc 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
89
Participants Small participant base
71st
Percentile by assets National rank
$230,310
Avg per participant Above avg balance/head
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Official DOL plan name: Institute of Management Accountants Employees' Retirement Plan · Sponsored by Institute of Management Accountants Inc · New Jersey · Educational Services

$20M in assets, 89 participants

Institute of Management Accountants Inc's Institute of Management Accountants Employees' Retirement Plan reported $20M in total assets and 89 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.

  • #1,946 in Educational Services (3,638 peers)

What the 2024 filing shows

Institute of Management Accountants Employees' Retirement Plan holds $20M for 89 participants - about $230,310 per participant, above the median plan by assets.

#1,946
in Educational Services (3,638 peers)
-6.9%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Institute of Management Accountants Employees' Retirement Plan's outsized position by total assets

Institute of Management Accountants Employees' Retirement Plan vs every filed plan by assets

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

$20,497,583 Top 29% higher than 71% 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

Institute of Management Accountants Employees' Retirement 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. Institute of Management Accountants Employees' Retirement Plan is a small filing (89 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Institute of Management Accountants Employees' Retirement Plan reported net income fell from -$263K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Institute of Management Accountants Employees' Retirement Plan reported participants fell from 122 in the plan year 2023 filing to 89 in the plan year 2024 filing.
  • Institute of Management Accountants Employees' Retirement Plan end-of-year assets fell from $22M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 222659674 · Institute of Management Accountants Inc PY 2024 · 401(k)

Institute of Management Accountants Employees' Retirement Plan · $20M · 89 · 71st

  • VS-ST $20M
  • BOY 89
  • SCH 71st
  • EBSA 401(k)
  • PART near Great Neck Tools, Inc. 401(k) Plan
  • TYPE ind #1946

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 New Jersey →

Institute of Management Accountants Employees' Retirement Plan in the asset neighbourhood

Institute of Management Accountants Employees' Retirement PlanInstitute of Management Acco…$20MGreat Neck Tools, Inc. 401(k) PlanGreat Neck Tools, Inc. 401(k…$20MSsa Group, LLC 401(k) Plan$20MWongdoody, Inc. 401(k) Retirement Savings PlanWongdoody, Inc. 401(k) Retir…$21MAbb E-Mobility Inc. Retirement Savings PlanAbb E-Mobility Inc. Retireme…$20M
End-of-year total assets ($M) among Institute of Management Accountants Employees' Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$20M
Net Income-$2M
Employer EIN222659674
Plan Effective Date1994-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Institute of Management Accountants Inc)

Sponsor-wide plan assets over time

All Institute of Management Accountants Inc plans reported in each filing year

Latest sponsor-wide plan assets
$20M 8.008313438720366% vs 2022
2024 filing year
$20M$21M$22M$23M 202220232024 $22.3M $20.5M ▼ -8.0%
Year Plans Participants Total Assets
2022 1 127 $22M
2023 1 122 $22M
2024 1 89 $20M

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Institute of Management Accountants Employees' Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Institute of Management Accountants Employees' Retirement Plan, Total assets ($B): 0.020497583 · Participants: 89Institute of Management Accountants Employees' Retirement PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Institute of Management Accountants Employees' Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Institute of Management Accountants Employees' Retirement Plan side-by-side with 3 peers →

Institute of Management Accountants Employees' Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Great Neck Tools, Inc. 401(k) Plan in NY ($20M); by covered participants it is Hilscher-Clarke Electric Company 401(k) Profit Sharing Plan in OH (89 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (89 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 Institute of Management Accountants Employees' Retirement Plan assets move in 2024? ▼
Institute of Management Accountants Employees' Retirement Plan pulled back noticeably - down 6.9% during 2024, from $22M to $20M. Reported net income was -$2M.
How have Institute of Management Accountants Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Institute of Management Accountants Inc's sponsor-wide assets declined 8.0%, from $22M to $20M.
Which 401(k) plans are similar in size to Institute of Management Accountants Employees' Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Great Neck Tools, Inc. 401(k) Plan in NY ($20M, 266 participants).
Which 401(k) plans cover a similar participant headcount to Institute of Management Accountants Employees' Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hilscher-Clarke Electric Company 401(k) Profit Sharing Plan in OH (89 participants, $20M 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 222659674.

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.