Money Purchase · DOL Form 5500 · 2024
American Mathematical Society Money Purchase Plan
Data updated 2026-08-11
- $63M
- Total assets
- 183
- Participants
- 87th
- Percentile by assets
- $342,028
- Avg per participant
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.
- 87th percentile by assets (of 123,622 plans)
- #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.
- $63M
- total plan assets (2024 EOY)
- 183
- covered participants
- 87th
- percentile by assets (of 123,622 plans)
- $342,028
- avg assets per participant
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.
Participants vs Rhode Island filers
In Rhode Island, the average filing covers about 1,449 participants across 434 plans. American Mathematical Society Retirement Plan reports 183 participants - about 13% of that state average ($63M EOY assets).
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)
| 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.
American Mathematical Society Retirement Plan vs. nearby Money Purchase plans in Rhode Island, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to American Mathematical Society Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did American Mathematical Society Retirement Plan assets move in 2024? ▼
How have American Mathematical Society plan assets changed over time? ▼
Where does American Mathematical Society Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to American Mathematical Society Retirement Plan? ▼
Next read for American Mathematical Society Retirement…
Filing takeaways
Ways to act on American Mathematical Society Retirement Plan's numbers.
- By total assets, American Mathematical Society Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Rhode Island. Compare plans
- American Mathematical Society's sponsor-wide assets have grown 17.6% since 2022 across 3 plan years on file. More Other Services plans