Money Purchase · DOL Form 5500 · 2024
American Institute of Physics Money Purchase Plan
Data updated 2026-08-25
- $141M
- Total assets Near avg plan size
- 222
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $635,411
- Avg per participant High balance/head
Official DOL plan name: Defined Contribution Plan for the Employees of the American Institute of Physics · Sponsored by American Institute of Physics · Maryland · Professional & Technical Services
$141M in assets, 222 participants
American Institute of Physics's Defined Contribution Plan for the Employees of the American Institute of Physics reported $141M in total assets and 222 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.
- #18,915 in Professional & Technical Services (20,173 peers)
Coverage in Maryland
Defined Contribution Plan for the Employees of the American Institute of Physics covers 222 participants in Maryland, about 24% of the average Maryland filer (state average ~929 per filing). Assets: $141M.
- #18,915
- in Professional & Technical Services (20,173 peers)
- +7.6%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Defined Contribution Plan for the Employees of the American Institute of Physics's outsized position by total assets
Defined Contribution Plan for the Employees of the American Institute of Physics vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$141,061,279 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
Defined Contribution Plan for the Employees of the American Institute of Physics 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. Defined Contribution Plan for the Employees of the American Institute of Physics sits mid-pack in the medium band (222 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Defined Contribution Plan for the Employees of the American Institute of Physics reported net income fell from $13M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Defined Contribution Plan for the Employees of the American Institute of Physics end-of-year assets rose from $131M in the plan year 2023 filing to $141M in the plan year 2024 filing.
- Defined Contribution Plan for the Employees of the American Institute of Physics reported participants fell from 230 in the plan year 2023 filing to 222 in the plan year 2024 filing.
DOL schedule card
Filing strip 131667053 · American Institute of Physics PY 2024 · Money Purchase
Defined Contribution Plan for the Employees of the American Institute of Physics · $141M · 222 · 93rd
- PART $141M
- TYPE 222
- NET 93rd
- BOOK Money Purchase
- VS-ST near South Central Annuity Fund
- BOY ind #18915
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 Professional & Technical Services retirement plans → · Plans in Maryland →
Defined Contribution Plan for the Employees of the American Institute of Physics in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $131M |
|---|---|
| Net Assets (End of Year) | $141M |
| Net Income | $10M |
| Employer EIN | 131667053 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Institute of Physics)
Sponsor-wide plan assets over time
All American Institute of Physics plans reported in each filing year
- Latest sponsor-wide plan assets
- $217M 20.402523473472705% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 528 | $180M |
| 2023 | 2 | 451 | $202M |
| 2024 | 2 | 442 | $217M |
Nearby Money Purchase Plans in Maryland
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- National Electrical Annuity Plan $18.1B · 86,141
- The Johns Hopkins University Applied Physics Laboratory Pension Plan a $3.0B · 8,190
- Meba Pension Trust-Money Purchase Benefit Plan $306M · 2,964
- Seafarers Money Purchase Pension Plan $168M · 8,583
- Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust $129M · 294
Defined Contribution Plan for the Employees of the American Institute of Physics's out-of-state Money Purchase peers by assets and headcount
Outside Maryland, the nearest Money Purchase by assets is South Central Annuity Fund in TX ($142M); by covered participants it is Stevens Community Medical Center Money Purchase Pension Plan in MN (221 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($141M here).
- South Central Annuity Fund (TX) $142M · 8,884
- Iron Workers Local 401 Annuity Fund (PA) $140M · 847
- Teamsters Local 802 Annuity Fund (NY) $143M · 474
- NECA-IBEW 177 Pension Fund (FL) $144M · 1,412
Similar participant headcount
Nearest other-state filings by covered participants (222 participants); asset peers above are excluded.
- Stevens Community Medical Center Money Purchase Pension Plan (MN) 221 · 1 off
- Blackstone Valley Community Health Care Retirement Plan (RI) 223 · 1 off
- Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan (PA) 223 · 1 off
- Earp Meat Company, Inc. Money Purchase Pension Plan (KS) 220 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.