Other · DOL Form 5500 · 2022
Umass Memorial Health Care, Inc. Retirement Plan
Data updated 2026-08-25
- $491M
- Total assets Above avg plan size
- 2,872
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $171,022
- Avg per participant Above avg balance/head
Official DOL plan name: Umass Memorial Health Care 403(b) Plan · Sponsored by Umass Memorial Health Care, Inc. · Massachusetts · Healthcare & Social Assistance
$491M in assets, 2,872 participants
Umass Memorial Health Care, Inc.'s Umass Memorial Health Care 403(b) Plan reported $491M in total assets and 2,872 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #19,669 in Healthcare & Social Assistance (20,060 peers)
Coverage in Massachusetts
Umass Memorial Health Care 403(b) Plan covers 2,872 participants in Massachusetts, 4.4x the typical Massachusetts plan (state average ~659 per filing). Assets: $491M.
- #19,669
- in Healthcare & Social Assistance (20,060 peers)
- -5.5%
- assets change YoY
- 4.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $82M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Umass Memorial Health Care 403(b) Plan's outsized position by total assets
Umass Memorial Health Care 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$491,173,903 Top 2% higher than 98% 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 403(b) 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 403(b) Plan lands in the large band (2,872 participants).
Form 5500 schedule snapshot
Filing strip 043358566 · Umass Memorial Health Care, Inc. PY 2022 · Other
Umass Memorial Health Care 403(b) Plan · $491M · 2,872 · 98th
- BOY $491M
- BOY 2,872
- BOY 98th
- BOY Other
- BOY near Florida Health Sciences Center 403(b) Savings Plan
- BOY ind #19669
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 403(b) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $520M |
|---|---|
| Net Assets (End of Year) | $491M |
| Net Income | -$82M |
| Employer EIN | 043358566 |
| Plan Effective Date | 2009-01-01 |
| 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 Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Umass Memorial Health Care 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Florida Health Sciences Center 403(b) Savings Plan in FL ($490M); by covered participants it is Metropolitan Jewish Health System 403(b) Plan in NY (2,872 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($491M here).
- Florida Health Sciences Center 403(b) Savings Plan (FL) $490M · 8,180
- Greater Pennsylvania Carpenters' Annuity and Savings Fund (PA) $490M · 19,960
- Beacon Retirement Savings 403(b) Plan (IN) $489M · 7,114
- Pinnacle Health System 403b Tax Sheltered Savings Plan (PA) $494M · 6,520
Similar participant headcount
Nearest other-state filings by covered participants (2,872 participants); asset peers above are excluded.
- Metropolitan Jewish Health System 403(b) Plan (NY) 2,872 · 0 off
- Joint Annuity Fund Local 164 IBEW (NJ) 2,871 · 1 off
- Monongalia Health System Retirement and Savings Plan (WV) 2,865 · 7 off
- 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania (PA) 2,890 · 18 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.