Other · DOL Form 5500 · 2024
American Mathematical Society Retirement Plan
Data updated 2026-08-25
- $74M
- Total assets Below avg plan size
- 207
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $356,583
- Avg per participant High balance/head
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.
- #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.
- #7,349
- in Other Services (7,719 peers)
- +6.2%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
American Mathematical Society Tax-Deferred Annuity Plan's outsized position by total assets
American Mathematical Society Tax-Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$73,812,769 Top 12% higher than 88% 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 Tax-Deferred Annuity 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 Tax-Deferred Annuity Plan sits mid-pack in the medium band (207 participants).
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.
Form 5500 schedule snapshot
Filing strip 050264797 · American Mathematical Society PY 2024 · Other
American Mathematical Society Tax-Deferred Annuity Plan · $74M · 207 · 88th
- PCT $74M
- PCT 207
- PCT 88th
- PCT Other
- PCT near Mountain Area Health Education Center, Inc. Retirement Plan
- PCT ind #7349
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 Tax-Deferred Annuity Plan in the asset neighbourhood
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)
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 Other Plans in Rhode Island
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
American Mathematical Society Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Rhode Island, the nearest Other by assets is Mountain Area Health Education Center, Inc. Retirement Plan in NC ($74M); by covered participants it is Lincoln Primary Care Center, Inc. 403(b) DC Plan in WV (207 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($74M here).
Similar participant headcount
Nearest other-state filings by covered participants (207 participants); asset peers above are excluded.
- Lincoln Primary Care Center, Inc. 403(b) DC Plan (WV) 207 · 0 off
- Colorado Health Benefit Exchange 403(b) Plan (CO) 207 · 0 off
- Bashor Children's Home 403(b) Plan (IN) 207 · 0 off
- Watts Healthcare Corporation Money Purchase Plan (CA) 207 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.