401(k) · DOL Form 5500 · 2022
Umass Memorial Health Care, Inc. 401(k) Plan
Data updated 2026-08-25
- $1.0B
- Total assets Very large vs avg
- 9,422
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $108,724
- Avg per participant Below avg balance/head
Official DOL plan name: Umass Memorial Health Care 401(k) Plan · Sponsored by Umass Memorial Health Care, Inc. · Massachusetts · Healthcare & Social Assistance
$1.0B in assets, 9,422 participants
Umass Memorial Health Care, Inc.'s Umass Memorial Health Care 401(k) Plan reported $1.0B in total assets and 9,422 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #19,893 in Healthcare & Social Assistance (20,060 peers)
Coverage in Massachusetts
Umass Memorial Health Care 401(k) Plan covers 9,422 participants in Massachusetts, 14x the typical Massachusetts plan (state average ~659 per filing). Assets: $1.0B.
- #19,893
- in Healthcare & Social Assistance (20,060 peers)
- -18.3%
- assets change YoY
- 10×
- vs typical plan assets (national mean)
The plan reported a net loss of $229M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Umass Memorial Health Care 401(k) Plan's outsized position by total assets
Umass Memorial Health Care 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,024,393,453 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Umass Memorial Health Care 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Umass Memorial Health Care 401(k) Plan lands in the large band (9,422 participants).
EBSA filing schedule strip
Filing strip 043358566 · Umass Memorial Health Care, Inc. PY 2022 · 401(k)
Umass Memorial Health Care 401(k) Plan · $1.0B · 9,422 · 99th
- RANK $1.0B
- PHOTO 9,422
- IND 99th
- EOY 401(k)
- 5500 near Bath & Body Works, Inc. 401(k) Savings and Retirement Plan
- ASSETS ind #19893
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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →
Umass Memorial Health Care 401(k) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $1.3B |
|---|---|
| Net Assets (End of Year) | $1.0B |
| Net Income | -$229M |
| Employer EIN | 043358566 |
| Plan Effective Date | 1999-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Umass Memorial Health Care, Inc.)
Sponsor-wide plan assets over time
All Umass Memorial Health Care, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.4B 3.889211676403325% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 20,753 | $3.5B |
| 2023 | 3 | 24,923 | $3.1B |
| 2024 | 3 | 27,254 | $3.4B |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Scale composition for Umass Memorial Health Care 401(k) Plan
Umass Memorial Health Care 401(k) Plan reports $1.0B in end-of-year assets across 9,422 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $108,724 per participant (79% of the national average assets-per-participant) . Net income for plan year 2022 was -$229M.
This plan identity (EIN 043358566, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.0B to $1.4B (+39.2%) while covered participants moved from 9,422 to 13,351 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,422 | $1.0B | This page |
| 2023 | 12,451 | $1.2B | Open filing |
| 2024 · index core | 13,351 | $1.4B | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Umass Memorial Health Care 401(k) Plan (401(k), $1.4B, 13,351 participants)
- Umass Memorial Health Care Pension Plan (Defined Benefit (Pension), $1.3B, 9,506 participants)
- Umass Memorial Health Care 403(b) Plan (Other, $650M, 4,397 participants)
Umass Memorial Health Care 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Bath & Body Works, Inc. 401(k) Savings and Retirement Plan in OH ($1.0B); by covered participants it is The 401(k) Savings Plan in TX (9,426 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.0B here).
- Bath & Body Works, Inc. 401(k) Savings and Retirement Plan (OH) $1.0B · 19,262
- Igt 401(k) Retirement Savings Plan (RI) $1.0B · 5,633
- Hmh 401(k) Savings Plan (NJ) $1.0B · 25,813
- Ineos Retirement Savings Plan (TX) $1.0B · 4,380
Similar participant headcount
Nearest other-state filings by covered participants (9,422 participants); asset peers above are excluded.
- The 401(k) Savings Plan (TX) 9,426 · 4 off
- Bdo USA, LLP Retirement Plan (IL) 9,433 · 11 off
- Benefitsplus 401(k) Profit Sharing Plan (NY) 9,436 · 14 off
- Vitas Healthcare Corporation 401(k) Plan (FL) 9,441 · 19 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.