Plan Ledger DOL Form 5500 · updated monthly

Institute for Operations Research & the Management Sciences (Informs)403(b)

INSTITUTE FOR OPERATIONS RESEARCH AND THE MANAGEMENT SCIENCES(INFORMS) 403(B) PLAN · CATONSVILLE, MD · plan year 2025

Employer contribution per participant · 2025
$8,401

Institute for Operations Research & the Management Sciences (Informs)'s 2025 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $11,736,942 across 114 participant accounts, with employer contributions averaging $8,401 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Maryland (910th of 1,671), and the 1,504th of 3,341 in other services. In 2025, the employer put in $1.47 for every $1.00 employees contributed themselves; active participation has grown from 41 to 46 since 2023.

Plan summary
Net assets, end of year$11,736,942
Participants with balances114
Active participants46
Employer contributions$386,445
Employee contributions$262,112
Employer contribution per active participant$8,401
Average account balance$102,956
Benefits paid to participants$1,991,525
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2025$11.7M · 114 accts · $386K emplr
2024$11.5M · 110 accts · $352K emplr
2023$9.9M · 110 accts · $340K emplr
Employer contributions to the Institute for Operations Research & the Management Sciences (Informs) plan · 2025
Employer contribution per active participant$8,401
Median for plans this size$2,666
2025$8,401 per active participant
2024$8,582 per active participant
2023$8,304 per active participant

Institute for Operations Research & the Management Sciences (Informs)'s 2025 employer contribution ran above the $2,666 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.

Administrative cost history3
2025Not separately reported
2024Not separately reported
2023Not separately reported
All plans at this employer2
INSTITUTE FOR OPERATIONS RESEARCH AND THE MANAGEMENT SCIENCES(INFORMS) 403(B) PLAN403(b)
INFORMS DEFINED CONTRIBUTION RETIREMENT PLAN403(b)
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Source: U.S. Department of Labor, Form 5500 series, EIN 521898636 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.