Back to filter
Original filing (PDF)20250724104240NAL0005188481001
INSTITUTE FOR OPERATIONS RESEARCH & THE MANAGEMENT SCIENCES (INFORMS)
Form 5500
FILING_RECEIVED
INSTITUTE FOR OPERATIONS RESEARCH AND THE MANAGEMENT SCIENCES (INFORMS) 403(B) PLAN
403(b) retirement plan
Active participants
41
Accounts w/ balance
110
Plan assets (EOY)
$11.5M
Net assets (EOY)
$11.5M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSTITUTE FOR OPERATIONS RESEARCH & THE MANAGEMENT SCIENCES (INFORMS).
Plan sponsor
Name
INSTITUTE FOR OPERATIONS RESEARCH & THE MANAGEMENT SCIENCES (INFORMS)
EIN
52-1898636
Address
5521 RESEARCH PARK DRIVE · SUITE 200 · CATONSVILLE, MD · 21228
Phone
(443) 757-3500
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-24
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BELFINT, LYONS & SHUMAN, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
29 direct securities · 1 pooled fund· $11.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$11.1M
29 holdings
Pooled Separate Account
$419K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non-Benefit Responsive Traditional Non-Benefit Responsive - | — | — | — | $2.0M | 17.4% | |
| CREF Stock Registered Investment Company - | — | — | — | $1.2M | 10.1% | |
| CREF Global Equitites Registered Investment Company - | — | — | — | $973K | 8.4% | |
| CREF Growth Registered Investment Company - | — | — | — | $966K | 8.4% | |
| TIAA Access Large-Cap Growth Registered Investment Company - | — | — | — | $640K | 5.6% | |
| CREF Social Choice Registered Investment Company - | — | — | — | $553K | 4.8% | |
| TIAA Access Lifecycle 2040 Registered Investment Company - | — | — | — | $523K | 4.5% | |
| TIAA Access Lifecycle 2035 Registered Investment Company - | — | — | — | $457K | 4.0% | |
| CREF Equity Index Registered Investment Company - | — | — | — | $455K | 3.9% | |
| TIAA Access Lifecycle 2030 Registered Investment Company - | — | — | — | $453K | 3.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $419K | 3.6% | |
| TIAA Access International Equity Registered Investment Company - | — | — | — | $395K | 3.4% | |
| CREF Core Bond Registered Investment Company - | — | — | — | $357K | 3.1% | |
| TIAA Access Large-Cap Value Registered Investment Company - | — | — | — | $287K | 2.5% | |
| CREF Money Market Registered Investment Company - | — | — | — | $273K | 2.4% | |
| TIAA Access Lifecycle 2050 Registered Investment Company - | — | — | — | $240K | 2.1% | |
| CREF Inflation-Linked Bond Registered Investment Company - | — | — | — | $220K | 1.9% | |
| TIAA Access Small-Cap Registered Investment Company - | — | — | — | $168K | 1.5% | |
| TIAA Access Core Equity Registered Investment Company - | — | — | — | $166K | 1.4% | |
| TIAA Access Mid-Cap Value Registered Investment Company - | — | — | — | $164K | 1.4% | |
| TIAA Access Real Estate Securities Registered Investment Company - | — | — | — | $158K | 1.4% | |
| TIAA Access Lifecycle 2045 Registered Investment Company - | — | — | — | $142K | 1.2% | |
| TIAA Access Quant Small-Cap Registered Investment Company - | — | — | — | $99K | 0.9% | |
| TIAA Access Lifecycle 2055 Registered Investment Company - | — | — | — | $74K | 0.6% | |
| TIAA Access Large-Cap Responsible Equity Registered Investment Company - | — | — | — | $66K | 0.6% | |
| TIAA Access Mid-Cap Growth Registered Investment Company - | — | — | — | $55K | 0.5% | |
| TIAA Access Lifecycle 2025 Registered Investment Company - | — | — | — | $40K | 0.4% | |
| TIAA Access Lifecycle 2060 Registered Investment Company - | — | — | — | $7K | <0.1% | |
| TIAA Access Equity Index Registered Investment Company - | — | — | — | $3K | <0.1% | |
| TIAA Access Core Bond Plus Registered Investment Company - | — | — | — | $2K | <0.1% |
Related plans
Similar-size Other Services (ex. Public Admin) plans
PUBLIC INTEREST REGISTRY
PUBLIC INTEREST REGISTRY 401(K) PLAN
$11.5M · 46 participants
VANGUARD CHARITABLE ENDOWMENT PROGRAM
VANGUARD CHARITABLE ENDOWMENT PROGRAM MONEY PURCHASE PENSION PLAN
$11.5M · 98 participants
WESBURY UNITED METHODIST COMMUNITY
WESBURY UNITED METHODIST COMMUNITY RETIREMENT SAVINGS PLAN
$11.5M · 337 participants
THE MEADOWS MENTAL HEALTH POLICY INSTITUTE FOR TEXAS
MEADOWS MENTAL HEALTH POLICY INSTITUTE FOR TEXAS 401(K) PLAN
$11.6M · 134 participants
MISSISSIPPI ORGAN RECOVERY AGENCY INC.
MORA RETIREMENT PLAN
$11.5M · 123 participants
DISTILLED SPIRITS COUNCIL OF THE UNITED STATES
GROUP PENSION PLAN FOR EMPLOYEES OF DISTILLED SPIRITS COUNCIL OF THE UNITED STATES, INC.
$11.5M · 7 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B