Other · DOL Form 5500 · 2022
Umh Management Services Corp. Retirement Plan
Data updated 2026-08-11
- $25M
- Total assets
- 905
- Participants
- 80th
- Percentile by assets
- $27,661
- Avg per participant
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.
- 80th percentile by assets (of 139,126 plans)
- #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.
- $25M
- total plan assets (2022 EOY)
- 905
- covered participants
- 80th
- percentile by assets (of 139,126 plans)
- $27,661
- avg assets per participant
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 vs the 2022 asset distribution
By assets, United Methodist Homes 403 B Plan outranks 80% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
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.)
| 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.
United Methodist Homes 403 B Plan vs. nearby Other plans in New York, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to United Methodist Homes 403 B Plan by total assets, not by location.
Frequently Asked Questions
How did United Methodist Homes 403 B Plan assets move in 2022? ▼
How have Umh Management Services Corp. plan assets changed over time? ▼
Where does United Methodist Homes 403 B Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to United Methodist Homes 403 B Plan? ▼
Next read for United Methodist Homes 403 B Plan
Scale reading
Ways to act on United Methodist Homes 403 B Plan's numbers.
- By total assets, United Methodist Homes 403 B Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- Umh Management Services Corp.'s sponsor-wide assets have declined 0.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans