Money Purchase · DOL Form 5500 · 2024
Institute for Supply Management, Inc. Money Purchase Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 51
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $335,032
- Avg per participant High balance/head
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.
- #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.
- #6,305
- in Other Services (7,719 peers)
- +6.3%
- assets growth YoY
The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1's outsized position by total assets
The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1 vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,086,634 Top 33% higher than 67% 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
The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1 among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1 is a small filing (51 participants) on this national headcount ladder.
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.
EBSA filing schedule strip
Filing strip 135265940 · Institute for Supply Management, Inc. PY 2024 · Money Purchase
The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1 · $17M · 51 · 67th
- PHOTO $17M
- IND 51
- EOY 67th
- 5500 Money Purchase
- ASSETS near World Education Services, Inc. 401(a) DC Plan
- PCT ind #6305
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 Other Services retirement plans → · Plans in Arizona →
The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1 in the asset neighbourhood
Institute for Supply Management, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Institute for Supply Management, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 22.934421202373763% vs 2022
- 2024 filing year
| 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.
- 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
The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1's out-of-state Money Purchase peers by assets and headcount
Outside Arizona, the nearest Money Purchase by assets is World Education Services, Inc. 401(a) DC Plan in NY ($17M); by covered participants it is Lifelink Foundation, Inc. Retirement Plan for Puerto Rico Employees in FL (52 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (51 participants); asset peers above are excluded.
- Lifelink Foundation, Inc. Retirement Plan for Puerto Rico Employees (FL) 52 · 1 off
- Retirement Plan for Employees of the Peterson Institute for International Economics (DC) 49 · 2 off
- The William H. Miner Agricultural Research Institute Pension Plan (NY) 49 · 2 off
- Ohio Nurses Association Retirement Program (OH) 53 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.