Other · DOL Form 5500 · 2024
American Mathematical Society Retirement Plan
Data updated 2026-08-11
- $74M
- Total assets
- 207
- Participants
- 88th
- Percentile by assets
- $356,583
- Avg per participant
Official DOL plan name: American Mathematical Society Tax-Deferred Annuity Plan · Sponsored by American Mathematical Society · Rhode Island · Other Services
$74M in assets, 207 participants
American Mathematical Society's American Mathematical Society Tax-Deferred Annuity Plan reported $74M in total assets and 207 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- 88th percentile by assets (of 123,622 plans)
- #7,349 in Other Services (7,719 peers)
Coverage in Rhode Island
American Mathematical Society Tax-Deferred Annuity Plan covers 207 participants in Rhode Island, about 14% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $74M.
- $74M
- total plan assets (2024 EOY)
- 207
- covered participants
- 88th
- percentile by assets (of 123,622 plans)
- $356,583
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- American Mathematical Society Tax-Deferred Annuity Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- American Mathematical Society Tax-Deferred Annuity Plan end-of-year assets rose from $70M in the plan year 2023 filing to $74M in the plan year 2024 filing.
- American Mathematical Society Tax-Deferred Annuity Plan reported participants rose from 201 in the plan year 2023 filing to 207 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 Tax-Deferred Annuity Plan reports 207 participants - about 14% of that state average ($74M EOY assets).
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $70M |
|---|---|
| Net Assets (End of Year) | $74M |
| Net Income | $4M |
| Employer EIN | 050264797 |
| Plan Effective Date | 1975-06-08 |
| 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 Other Plans in Rhode Island
Peer Other plans, same state, same plan type, ranked by total assets.
American Mathematical Society Tax-Deferred Annuity Plan vs. nearby Other plans in Rhode Island, assets vs. participants
- Brown University Defined Contribution Legacy Retirement Plan $1.5B · 1,257
- Brown Health 403(b) Retirement Plan $1.3B · 9,054
- Brown University Defined Contribution Deferred Vesting Retirement Plan $974M · 6,202
- Providence College 403(b) Plan $393M · 1,046
- Roger Williams University Retirement Plan $360M · 3,017
Similar-Sized Other Plans Nationally
Other plans in other states closest to American Mathematical Society Tax-Deferred Annuity Plan by total assets, not by location.
Frequently Asked Questions
How did American Mathematical Society Tax-Deferred Annuity Plan assets move in 2024? ▼
How have American Mathematical Society plan assets changed over time? ▼
Where does American Mathematical Society Tax-Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to American Mathematical Society Tax-Deferred Annuity Plan? ▼
Next read for American Mathematical Society Tax-Deferr…
Filing takeaways
Ways to act on American Mathematical Society Tax-Deferred Annuity Plan's numbers.
- By total assets, American Mathematical Society Tax-Deferred Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other 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