Other · DOL Form 5500 · 2022
Umh Management Services Corp. Retirement Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 905
- Participants Near avg headcount
- 80th
- Percentile by assets National rank
- $27,661
- Avg per participant Low balance/head
Official DOL plan name: United Methodist Homes 403 B Plan · Sponsored by Umh Management Services Corp. · New York · Healthcare & Social Assistance
$25M in assets, 905 participants
Umh Management Services Corp.'s United Methodist Homes 403 B Plan reported $25M in total assets and 905 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.
- #16,743 in Healthcare & Social Assistance (20,060 peers)
Where United Methodist Homes 403 B Plan sits by assets
United Methodist Homes 403 B Plan sits in the top quartile of all filed plans by assets, $25M for 905 participants (~$27,661/participant), down 18.2% in 2022.
- #16,743
- in Healthcare & Social Assistance (20,060 peers)
- -18.2%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
United Methodist Homes 403 B Plan's outsized position by total assets
United Methodist Homes 403 B Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$25,033,322 Top 20% higher than 80% 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
United Methodist Homes 403 B Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Methodist Homes 403 B Plan sits mid-pack in the medium band (905 participants).
Form 5500 schedule snapshot
Filing strip 161486032 · Umh Management Services Corp. PY 2022 · Other
United Methodist Homes 403 B Plan · $25M · 905 · 80th
- VS-ST $25M
- BOY 905
- SCH 80th
- EBSA Other
- PART near Rural Community Assistance Corporation DC Retirement Plan
- TYPE ind #16743
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 New York →
United Methodist Homes 403 B Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | -$6M |
| Employer EIN | 161486032 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Umh Management Services Corp.)
Sponsor-wide plan assets over time
All Umh Management Services Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 0.7598871616000465% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 905 | $25M |
| 2023 | 1 | 880 | $26M |
| 2024 | 1 | 835 | $25M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
United Methodist Homes 403 B Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Rural Community Assistance Corporation DC Retirement Plan in CA ($25M); by covered participants it is Katherine Shaw Bethea Hospital Retirement Savings Plan in IL (905 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
Similar participant headcount
Nearest other-state filings by covered participants (905 participants); asset peers above are excluded.
- Katherine Shaw Bethea Hospital Retirement Savings Plan (IL) 905 · 0 off
- University of Puget Sound Retirement Savings Plan (WA) 902 · 3 off
- Baruch 403(b) Plan (MI) 909 · 4 off
- Michigan Public Health Institute 403(b) Retirement Savings Plan (MI) 910 · 5 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.