Plan Ledger DOL Form 5500 · updated monthly

American Institute of PhysicsMoney purchase plan

DEFINED CONTRIBUTION PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS · COLLEGE PARK, MD · plan year 2024

Reported admin expense ratio · 2024
0.02%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

American Institute of Physics reported $25,411 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $11,903 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.05% to 0.02%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 127th-largest of 1,671 plans among Maryland employers on file, and the 1,099th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$141,061,279
Participants with balances1,049
Active participants212
Employer contributions$2,523,451
Employee contributions—
Employer contribution per active participant$11,903
Average account balance$134,472
Benefits paid to participants$9,144,757
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$141.1M · 1,049 accts · $2.5M emplr
2023$131.1M · 1,079 accts · $2.6M emplr
2022$118.1M · 1,111 accts · $2.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,411
Total administrative$25,411
Employer contributions to the American Institute of Physics plan · 2024
Employer contribution per active participant$11,903
Median for plans this size$3,635
2024$11,903 per active participant
2023$11,672 per active participant
2022$10,823 per active participant

American Institute of Physics's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$25,411 · 0.02%
2023$22,677 · 0.02%
2022$59,997 · 0.05%
All plans at this employer2
DEFINED CONTRIBUTION PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICSMoney purchase plan
THE ANERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLANMoney purchase plan
Same employer
Similar plansProfessional & Technical Services · Maryland

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Source: U.S. Department of Labor, Form 5500 series, EIN 131667053 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.