Other · DOL Form 5500 · 2022
Umass Memorial Health Care, Inc. Retirement Plan
Data updated 2026-08-11
- $491M
- Total assets
- 2,872
- Participants
- 98th
- Percentile by assets
- $171,022
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $491M
- total plan assets (2022 EOY)
- 2,872
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $171,022
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Umass Memorial Health Care 403(b) Plan reports 2,872 participants - 4.4x that state average ($491M EOY assets).
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.)
| 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.
Umass Memorial Health Care 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Umass Memorial Health Care 403(b) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Umass Memorial Health Care 403(b) Plan assets move in 2022? ▼
How have Umass Memorial Health Care, Inc. plan assets changed over time? ▼
Where does Umass Memorial Health Care 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Umass Memorial Health Care 403(b) Plan? ▼
Next read for Umass Memorial Health Care 403(b) Plan
Filing takeaways
Ways to act on Umass Memorial Health Care 403(b) Plan's numbers.
- By total assets, Umass Memorial Health Care 403(b) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Umass Memorial Health Care, Inc.'s sponsor-wide assets have declined 3.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans