Other · DOL Form 5500 · 2024
American Physical Society Retirement Plan
Data updated 2026-08-25
- $143M
- Total assets Near avg plan size
- 348
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $410,158
- Avg per participant High balance/head
Official DOL plan name: American Physical Society Defined Contribution and Tax Deferred Annuity Retirement Plan · Sponsored by American Physical Society · Maryland · Educational Services
$143M in assets, 348 participants
American Physical Society's American Physical Society Defined Contribution and Tax Deferred Annuity Retirement Plan reported $143M in total assets and 348 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,188 in Educational Services (3,638 peers)
Coverage in Maryland
American Physical Society Defined Contribution and Tax Deferred Annuity Retirement Plan covers 348 participants in Maryland, about 37% of the average Maryland filer (state average ~929 per filing). Assets: $143M.
- #3,188
- in Educational Services (3,638 peers)
- +9.9%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
American Physical Society Defined Contribution and Tax Deferred Annuity Retirement Plan's outsized position by total assets
American Physical Society Defined Contribution and Tax Deferred Annuity Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$142,734,963 Top 7% higher than 93% 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 Physical Society Defined Contribution and Tax Deferred Annuity 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 Physical Society Defined Contribution and Tax Deferred Annuity Retirement Plan sits mid-pack in the medium band (348 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- American Physical Society Defined Contribution and Tax Deferred Annuity Retirement Plan reported net income fell from $16M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- American Physical Society Defined Contribution and Tax Deferred Annuity Retirement Plan end-of-year assets rose from $130M in the plan year 2023 filing to $143M in the plan year 2024 filing.
- American Physical Society Defined Contribution and Tax Deferred Annuity Retirement Plan reported participants rose from 317 in the plan year 2023 filing to 348 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 131656610 · American Physical Society PY 2024 · Other
American Physical Society Defined Contribution and Tax Deferred Annuity Retirement Plan · $143M · 348 · 93rd
- NET $143M
- NET 348
- NET 93rd
- NET Other
- NET near Dickinson College Tax Deferred Annuity Plan
- NET ind #3188
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 Maryland →
American Physical Society Defined Contribution and Tax Deferred Annuity Retirement Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $130M |
|---|---|
| Net Assets (End of Year) | $143M |
| Net Income | $13M |
| Employer EIN | 131656610 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Physical Society)
Sponsor-wide plan assets over time
All American Physical Society plans reported in each filing year
- Latest sponsor-wide plan assets
- $143M 25.177701340932547% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 282 | $114M |
| 2023 | 1 | 317 | $130M |
| 2024 | 1 | 348 | $143M |
Nearby Other Plans in Maryland
Peer Other plans, same state, same plan type, ranked by total assets.
- Johns Hopkins University 403(b) Plan $8.8B · 25,833
- Medstar Health, Inc. Retirement Savings Plan $3.5B · 32,983
- The Johns Hopkins University Applied Physics Laboratory Pension Plan B $3.0B · 9,501
- Howard Hughes Medical Institute Retirement Savings Plan $2.0B · 2,666
- Johns Hopkins Health System Corporation 403(b) Plan $1.7B · 18,810
American Physical Society Defined Contribution and Tax Deferred Annuity Retirement Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is Dickinson College Tax Deferred Annuity Plan in PA ($143M); by covered participants it is John Cooper School Defined Contribution Retirement Plan in TX (348 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($143M here).
- Dickinson College Tax Deferred Annuity Plan (PA) $143M · 987
- Defender Association of Philadelphia Tax Deferred Annuity Plan (PA) $143M · 681
- Earthjustice 403(b) Plan (CA) $143M · 564
- University Physicians and Surgeons, Inc. Retirement Plan (WV) $143M · 1,370
Similar participant headcount
Nearest other-state filings by covered participants (348 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.