Other · DOL Form 5500 · 2024
American Management Association Retirement Plan
Data updated 2026-08-11
- $76M
- Total assets
- 128
- Participants
- 88th
- Percentile by assets
- $597,360
- Avg per participant
Official DOL plan name: American Management Association Savings & Investment Plan · Sponsored by American Management Association · New York · Educational Services
$76M in assets, 128 participants
American Management Association's American Management Association Savings & Investment Plan reported $76M in total assets and 128 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)
- #2,872 in Educational Services (3,638 peers)
Coverage in New York
American Management Association Savings & Investment Plan covers 128 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $76M.
- $76M
- total plan assets (2024 EOY)
- 128
- covered participants
- 88th
- percentile by assets (of 123,622 plans)
- $597,360
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- American Management Association Savings & Investment Plan reported net income fell from $9M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- American Management Association Savings & Investment Plan end-of-year assets rose from $70M in the plan year 2023 filing to $76M in the plan year 2024 filing.
- American Management Association Savings & Investment Plan reported participants fell from 135 in the plan year 2023 filing to 128 in the plan year 2024 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. American Management Association Savings & Investment Plan reports 128 participants - about 16% of that state average ($76M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $70M |
|---|---|
| Net Assets (End of Year) | $76M |
| Net Income | $7M |
| Employer EIN | 237259445 |
| Plan Effective Date | 1985-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Management Association)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 135 | $61M |
| 2023 | 1 | 135 | $70M |
| 2024 | 1 | 128 | $76M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
American Management Association Savings & Investment Plan vs. nearby Other plans in New York, assets vs. participants
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Similar-Sized Other Plans Nationally
Other plans in other states closest to American Management Association Savings & Investment Plan by total assets, not by location.
- Providence Day School Defined Contribution Plan (NC) $76M · 406
- Lifespace Communities 403(b) Plan (TX) $77M · 4,372
- Sheltering Arms 403(b) Retirement Plan (VA) $76M · 731
- Baylor School DC Plan (TN) $77M · 296
Frequently Asked Questions
How did American Management Association Savings & Investment Plan assets move in 2024? ▼
How have American Management Association plan assets changed over time? ▼
Where does American Management Association Savings & Investment Plan rank by assets among Form 5500 filers? ▼
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Next read for American Management Association Savings …
Filing takeaways
Ways to act on American Management Association Savings & Investment Plan's numbers.
- By total assets, American Management Association Savings & Investment Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- American Management Association's sponsor-wide assets have grown 25.8% since 2022 across 3 plan years on file. More Educational Services plans