Other · DOL Form 5500 · 2022
University of Massachusetts Global Retirement Plan
Data updated 2026-08-11
- $33M
- Total assets
- 884
- Participants
- 84th
- Percentile by assets
- $36,843
- Avg per participant
Official DOL plan name: University of Massachusetts Global 403(b) Defined Contribution Retirement Plan · Sponsored by University of Massachusetts Global · California · Educational Services
$33M in assets, 884 participants
University of Massachusetts Global's University of Massachusetts Global 403(b) Defined Contribution Retirement Plan reported $33M in total assets and 884 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.
- 84th percentile by assets (of 139,126 plans)
- #2,827 in Educational Services (4,024 peers)
Where University of Massachusetts Global 403(b) Defined Contribution Retirement Plan sits by assets
University of Massachusetts Global 403(b) Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $33M for 884 participants (~$36,843/participant), down 0.4% in 2022.
- $33M
- total plan assets (2022 EOY)
- 884
- covered participants
- 84th
- percentile by assets (of 139,126 plans)
- $36,843
- avg assets per participant
The plan reported a net loss of $130K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where University of Massachusetts Global 403(b) Defined Contribution Retirement Plan sits by total assets
University of Massachusetts Global 403(b) Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$32,569,267 Top 16% higher than 84% 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
University of Massachusetts Global 403(b) Defined Contribution Retirement Plan vs the 2022 asset distribution
By assets, University of Massachusetts Global 403(b) Defined Contribution Retirement Plan outranks 84% 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) | $33M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | -$130K |
| Employer EIN | 260152908 |
| Plan Effective Date | 2019-10-07 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Massachusetts Global)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,651 | $57M |
| 2023 | 2 | 2,573 | $61M |
| 2024 | 2 | 2,038 | $67M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
University of Massachusetts Global 403(b) Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
Similar-Sized Other Plans Nationally
Other plans in other states closest to University of Massachusetts Global 403(b) Defined Contribution Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on University of Massachusetts Global 403(b) Defined Contribution Retirement Plan's numbers.
- By total assets, University of Massachusetts Global 403(b) Defined Contribution Retirement 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 California. Compare plans
- University of Massachusetts Global's sponsor-wide assets have grown 18.3% since 2022 across 3 plan years on file. More Educational Services plans