Money Purchase · DOL Form 5500 · 2024

American Institute of Physics Money Purchase Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
220
Participants Below avg headcount
88th
Percentile by assets National rank
$344,142
Avg per participant High balance/head
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Official DOL plan name: The American Institute of Physics Tax Deferred Annuity Plan · Sponsored by American Institute of Physics · Maryland · Professional & Technical Services

$76M in assets, 220 participants

American Institute of Physics's The American Institute of Physics Tax Deferred Annuity Plan reported $76M in total assets and 220 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.

  • #18,023 in Professional & Technical Services (20,173 peers)

Coverage in Maryland

The American Institute of Physics Tax Deferred Annuity Plan covers 220 participants in Maryland, about 24% of the average Maryland filer (state average ~929 per filing). Assets: $76M.

#18,023
in Professional & Technical Services (20,173 peers)
+6.5%
assets growth YoY
0.8×
vs typical plan assets (national mean)

The American Institute of Physics Tax Deferred Annuity Plan's outsized position by total assets

The American Institute of Physics Tax Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$75,711,346 Top 12% higher than 88% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

The American Institute of Physics 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. The American Institute of Physics Tax Deferred Annuity Plan sits mid-pack in the medium band (220 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The American Institute of Physics Tax Deferred Annuity Plan reported net income fell from $9M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • The American Institute of Physics Tax Deferred Annuity Plan end-of-year assets rose from $71M in the plan year 2023 filing to $76M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 131667053 · American Institute of Physics PY 2024 · Money Purchase

The American Institute of Physics Tax Deferred Annuity Plan · $76M · 220 · 88th

  • IND $76M
  • IND 220
  • IND 88th
  • IND Money Purchase
  • IND near Dechert LLP Pension Plan No. 2 for Partners
  • IND ind #18023

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 →

The American Institute of Physics Tax Deferred Annuity Plan in the asset neighbourhood

The American Institute of Physics Tax Deferred Annuity PlanThe American Institute of Ph…$76MDechert LLP Pension Plan No. 2 for PartnersDechert LLP Pension Plan No.…$76MIngram Marine Group Retirement PlanIngram Marine Group Retireme…$75MUnity Health Retirement Plan$75MPlumbers & Pipefitters Local 152 Retirement AnnuitPlumbers & Pipefitters Local…$75M
End-of-year total assets ($M) among The American Institute of Physics Tax Deferred Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$76M
Net Income$5M
Employer EIN131667053
Plan Effective Date1971-01-01
Filing StatusFILING 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
$160M$180M$200M$220M$240M 202220232024 $180M $217M ▲ +20.4%
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.

The American Institute of Physics Tax Deferred Annuity Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants The American Institute of Physics Tax Deferred Annuity Plan, Total assets ($B): 0.075711346 · Participants: 220The American Institute of Physics Tax Deferred Annuity PlanNational Electrical Annuity Plan, Total assets ($B): 18.070198898 · Participants: 86141National Electrical Annuity PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan a, Total assets ($B): 2.969690682 · Participants: 8190The Johns Hopkins University Applied Physics Laboratory Pension Plan aMeba Pension Trust-Money Purchase Benefit Plan, Total assets ($B): 0.306495183 · Participants: 2964Meba Pension Trust-Money Purchase Benefit PlanSeafarers Money Purchase Pension Plan, Total assets ($B): 0.167697238 · Participants: 8583Seafarers Money Purchase Pension PlanDefined Contribution Plan for the Employees of the American Institute of Physics, Total assets ($B): 0.141061279 · Participants: 222Defined Contribution Plan for the Employees of the American Institute of Physics
The American Institute of Physics Tax Deferred Annuity Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants
Compare The American Institute of Physics Tax Deferred Annuity Plan side-by-side with 3 peers →

The American Institute of Physics Tax Deferred Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Maryland, the nearest Money Purchase by assets is Dechert LLP Pension Plan No. 2 for Partners in PA ($76M); by covered participants it is Earp Meat Company, Inc. Money Purchase Pension Plan in KS (220 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($76M here).

Similar participant headcount

Nearest other-state filings by covered participants (220 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.

Frequently Asked Questions

How did The American Institute of Physics Tax Deferred Annuity Plan assets move in 2024? ▼
The American Institute of Physics Tax Deferred Annuity Plan grew at a solid clip - up 6.5% during 2024, from $71M to $76M. Reported net income was $5M.
How have American Institute of Physics plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Institute of Physics's sponsor-wide assets grew 20.4%, from $180M to $217M.
Where does The American Institute of Physics Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
The American Institute of Physics Tax Deferred Annuity Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to The American Institute of Physics Tax Deferred Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Dechert LLP Pension Plan No. 2 for Partners in PA ($76M, 241 participants).
Which Money Purchase plans cover a similar participant headcount to The American Institute of Physics Tax Deferred Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Earp Meat Company, Inc. Money Purchase Pension Plan in KS (220 participants, $13M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131667053.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.