Money Purchase · DOL Form 5500 · 2024
Institute for Supply Management, Inc. Money Purchase Plan
Data updated 2026-08-11
- $17M
- Total assets
- 51
- Participants
- 67th
- Percentile by assets
- $335,032
- Avg per participant
Official DOL plan name: The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1 · Sponsored by Institute for Supply Management, Inc. · Arizona · Other Services
$17M in assets, 51 participants
Institute for Supply Management, Inc.'s The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1 reported $17M in total assets and 51 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- 67th percentile by assets (of 123,622 plans)
- #6,305 in Other Services (7,719 peers)
Institute for Supply Management, Inc. multi-year trail
Institute for Supply Management, Inc.'s plans moved +22.9% in assets from 2022 to 2024; this filing shows The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1 at $17M / 51 participants.
- $17M
- total plan assets (2024 EOY)
- 51
- covered participants
- 67th
- percentile by assets (of 123,622 plans)
- $335,032
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1 reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1 reported participants fell from 56 in the plan year 2023 filing to 51 in the plan year 2024 filing.
- The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1 end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.
Institute for Supply Management, Inc. across 3 plan years on file
Across the 3 plan years Institute for Supply Management, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $25M to $30M, a gain of 22.9%, while reported participants moved from 94 to 103 (+9.6%). Peak year by sponsor assets: 2024 ($30M); trough: 2022 ($25M).
Institute for Supply Management, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 94 | $25M |
| 2023 | 2 | 114 | $28M |
| 2024 | 2 | 103 | $30M |
Institute for Supply Management, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $1M |
| Employer EIN | 135265940 |
| Plan Effective Date | 1985-06-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Arizona
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1 vs. nearby Money Purchase plans in Arizona, assets vs. participants
- IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan $137M · 5,798
- IBEW Local Nos 570 & 518 and Southern Az Chap NECA Annuity $42M · 1,481
- Operative Plasterers and Cement Masons Local 394 Defined Contribution Plan $15M · 555
- Benjamin E. Myers Money Purchase Pension Plan and Trust $13M · 1
- Lexington Medical Associates, Inc. Money Purchase Pension Plan $8M · N/A
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1 by total assets, not by location.
- World Education Services, Inc. 401(a) DC Plan (NY) $17M · 259
- Terry Reilly Health Services Money Purchase Plan (ID) $17M · 401
- Valic Agents and Managers Retirement Plan (TX) $17M · 99
- N.T.E.U. Money Purchase Plan (DC) $17M · 126
Frequently Asked Questions
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Multi-year trail
Ways to act on The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1's numbers.
- By total assets, The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1 ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Arizona. Compare plans
- Institute for Supply Management, Inc.'s sponsor-wide assets have grown 22.9% since 2022 across 3 plan years on file. More Other Services plans