Money Purchase · DOL Form 5500 · 2024
American Mathematical Society Money Purchase Plan
Data updated 2026-08-25
- $63M
- Total assets Below avg plan size
- 183
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $342,028
- Avg per participant High balance/head
Official DOL plan name: American Mathematical Society Retirement Plan · Sponsored by American Mathematical Society · Rhode Island · Other Services
$63M in assets, 183 participants
American Mathematical Society's American Mathematical Society Retirement Plan reported $63M in total assets and 183 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #7,273 in Other Services (7,719 peers)
Coverage in Rhode Island
American Mathematical Society Retirement Plan covers 183 participants in Rhode Island, about 13% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $63M.
- #7,273
- in Other Services (7,719 peers)
- +5.6%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
American Mathematical Society Retirement Plan's outsized position by total assets
American Mathematical Society Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$62,591,100 Top 13% higher than 87% 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 Mathematical Society Retirement 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. American Mathematical Society Retirement Plan sits mid-pack in the medium band (183 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- American Mathematical Society Retirement Plan reported net income fell from $7M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- American Mathematical Society Retirement Plan reported participants rose from 171 in the plan year 2023 filing to 183 in the plan year 2024 filing.
- American Mathematical Society Retirement Plan end-of-year assets rose from $59M in the plan year 2023 filing to $63M in the plan year 2024 filing.
DOL schedule card
Filing strip 050264797 · American Mathematical Society PY 2024 · Money Purchase
American Mathematical Society Retirement Plan · $63M · 183 · 87th
- TYPE $63M
- NET 183
- BOOK 87th
- VS-ST Money Purchase
- BOY near Bac Local Union 15 Supplemental Plan
- SCH ind #7273
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 Rhode Island →
American Mathematical Society Retirement Plan in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $59M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $3M |
| Employer EIN | 050264797 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Mathematical Society)
Sponsor-wide plan assets over time
All American Mathematical Society plans reported in each filing year
- Latest sponsor-wide plan assets
- $136M 17.641270933676843% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 363 | $116M |
| 2023 | 2 | 372 | $129M |
| 2024 | 2 | 390 | $136M |
Nearby Money Purchase Plans in Rhode Island
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Rhode Island Laborers Annuity Fund $255M · 9,172
- Plumbers & Pipefitters Local Union #51 Annuity Plan $83M · 1,305
- Blackstone Valley Community Health Care Retirement Plan $16M · 223
- Centrex Distributors, Inc. Union Employees' Pension Plan $8M · 109
- Jaffco Profit Sharing Plan $4M · 2
American Mathematical Society Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Rhode Island, the nearest Money Purchase by assets is Bac Local Union 15 Supplemental Plan in MO ($63M); by covered participants it is Sabel Steel Service, Inc. Money Purchase Plan in AL (183 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
- Bac Local Union 15 Supplemental Plan (MO) $63M · 674
- Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund (IN) $63M · 635
- Faith Regional Health Services Employees Retirement Plan (NE) $62M · 1,381
- Sevenson Environmental Services, Inc. Pension Plan (NY) $63M · 413
Similar participant headcount
Nearest other-state filings by covered participants (183 participants); asset peers above are excluded.
- Sabel Steel Service, Inc. Money Purchase Plan (AL) 183 · 0 off
- Plumbers & Steamfitters Local No 489 Annuity Plan (MD) 183 · 0 off
- United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund (NY) 181 · 2 off
- Kittson Memorial Hospital Association Dba Kittson Healthcare Employees Pension Plan (MN) 185 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.