Other · DOL Form 5500 · 2022
University of Massachusetts Global Retirement Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 884
- Participants Near avg headcount
- 84th
- Percentile by assets National rank
- $36,843
- Avg per participant Low balance/head
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.
- #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.
- #2,827
- in Educational Services (4,024 peers)
- -0.4%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
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.
University of Massachusetts Global 403(b) Defined Contribution Retirement Plan's outsized position 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 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. University of Massachusetts Global 403(b) Defined Contribution Retirement Plan sits mid-pack in the medium band (884 participants).
Plan-year Form 5500 strip
Filing strip 260152908 · University of Massachusetts Global PY 2022 · Other
University of Massachusetts Global 403(b) Defined Contribution Retirement Plan · $33M · 884 · 84th
- BOY $33M
- BOY 884
- BOY 84th
- BOY Other
- BOY near Rockford University Retirement Savings Plan
- BOY ind #2827
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 Educational Services retirement plans → · Plans in California →
University of Massachusetts Global 403(b) Defined Contribution Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All University of Massachusetts Global plans reported in each filing year
- Latest sponsor-wide plan assets
- $67M 18.251448992711556% vs 2022
- 2024 filing year
| 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.
- 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
University of Massachusetts Global 403(b) Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Rockford University Retirement Savings Plan in IL ($33M); by covered participants it is Widener University Defined Contribution Retirement Plan in PA (884 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
Similar participant headcount
Nearest other-state filings by covered participants (884 participants); asset peers above are excluded.
- Widener University Defined Contribution Retirement Plan (PA) 884 · 0 off
- Western New England University Defined Contribution Retirement Plan (MA) 883 · 1 off
- Genesee Education Consultant Services, Inc. 403(b) ERISA Plan (MI) 885 · 1 off
- Interfaith Medical Center 403(b) Retirement Plan (NY) 883 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.