Other · DOL Form 5500 · 2022
United Methodist Retirement Communities, Inc. Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 1,183
- Participants Near avg headcount
- 78th
- Percentile by assets National rank
- $18,008
- Avg per participant Low balance/head
Official DOL plan name: Umrc 403(b) Tax Sheltered Annuity Plan · Sponsored by United Methodist Retirement Communities, Inc. · Michigan · Healthcare & Social Assistance
$21M in assets, 1,183 participants
United Methodist Retirement Communities, Inc.'s Umrc 403(b) Tax Sheltered Annuity Plan reported $21M in total assets and 1,183 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.
- #16,368 in Healthcare & Social Assistance (20,060 peers)
Where Umrc 403(b) Tax Sheltered Annuity Plan sits by assets
Umrc 403(b) Tax Sheltered Annuity Plan sits in the top quartile of all filed plans by assets, $21M for 1,183 participants (~$18,008/participant), down 4.8% in 2022.
- #16,368
- in Healthcare & Social Assistance (20,060 peers)
- -4.8%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Umrc 403(b) Tax Sheltered Annuity Plan's outsized position by total assets
Umrc 403(b) Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$21,304,002 Top 22% higher than 78% 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
Umrc 403(b) Tax Sheltered Annuity 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. Umrc 403(b) Tax Sheltered Annuity Plan lands in the large band (1,183 participants).
EBSA filing schedule strip
Filing strip 381366908 · United Methodist Retirement Communities, Inc. PY 2022 · Other
Umrc 403(b) Tax Sheltered Annuity Plan · $21M · 1,183 · 78th
- EBSA $21M
- PART 1,183
- TYPE 78th
- NET Other
- BOOK near Usga Defined Contribution Retirement Plan
- VS-ST ind #16368
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 Michigan →
Umrc 403(b) Tax Sheltered Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | -$1M |
| Employer EIN | 381366908 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Methodist Retirement Communities, Inc.)
Sponsor-wide plan assets over time
All United Methodist Retirement Communities, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 50.92015105894189% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,183 | $21M |
| 2023 | 1 | 1,193 | $27M |
| 2024 | 1 | 1,321 | $32M |
Nearby Other Plans in Michigan
Peer Other plans, same state, same plan type, ranked by total assets.
- Fca US LLC Salaried Employees' Savings Plan $4.3B · 17,796
- Fca US LLC UAW Savings Plan $4.1B · 52,211
- Spectrum Health System 403(b) Plan $2.3B · 26,631
- Beaumont Health 403(b) Retirement Savings Plan $2.2B · 33,585
- Mclaren Employees' 403(b) Retirement Plan $1.4B · 21,255
Umrc 403(b) Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is Usga Defined Contribution Retirement Plan in NJ ($21M); by covered participants it is Hospital for Special Care 403(b) Retirement Plan in CT (1,184 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,183 participants); asset peers above are excluded.
- Hospital for Special Care 403(b) Retirement Plan (CT) 1,184 · 1 off
- Fhi 360 Employees' 403(b) Plan (NC) 1,182 · 1 off
- Drake University Mandatory Tax-Deferred Annuity Retirement Plan (IA) 1,182 · 1 off
- The Auburn Community Hospital Retirement Savings Plan (NY) 1,186 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.