Money Purchase · DOL Form 5500 · 2024
American Institute of Physics Money Purchase Plan
Data updated 2026-08-11
- $76M
- Total assets
- 220
- Participants
- 88th
- Percentile by assets
- $344,142
- Avg per participant
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.
- 88th percentile by assets (of 123,622 plans)
- #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.
- $76M
- total plan assets (2024 EOY)
- 220
- covered participants
- 88th
- percentile by assets (of 123,622 plans)
- $344,142
- avg assets per participant
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.
Participants vs Maryland filers
In Maryland, the average filing covers about 929 participants across 2,484 plans. The American Institute of Physics Tax Deferred Annuity Plan reports 220 participants - about 24% of that state average ($76M EOY assets).
Maryland filing particulars
| Total Assets (Beginning of Year) | $71M |
|---|---|
| Net Assets (End of Year) | $76M |
| Net Income | $5M |
| Employer EIN | 131667053 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Institute of Physics)
| 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
- 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
- Defined Contribution Plan for the Employees of the American Institute of Physics $141M · 222
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to The American Institute of Physics Tax Deferred Annuity Plan by total assets, not by location.
- Dechert LLP Pension Plan No. 2 for Partners (PA) $76M · 241
- Ingram Marine Group Retirement Plan (TN) $75M · 1,351
- Unity Health Retirement Plan (AR) $75M · 1,736
- Plumbers & Pipefitters Local 152 Retirement Annuit (WV) $75M · 2,909
Frequently Asked Questions
How did The American Institute of Physics Tax Deferred Annuity Plan assets move in 2024? ▼
How have American Institute of Physics plan assets changed over time? ▼
Where does The American Institute of Physics Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to The American Institute of Physics Tax Deferred Annuity Plan? ▼
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Filing takeaways
Ways to act on The American Institute of Physics Tax Deferred Annuity Plan's numbers.
- By total assets, The American Institute of Physics 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 Money Purchase plans in Maryland. Compare plans
- American Institute of Physics's sponsor-wide assets have grown 20.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans