Other · DOL Form 5500 · 2022
University of Miami Retirement Plan
Data updated 2026-08-25
- $1.0B
- Total assets Very large vs avg
- 1,019
- Participants Near avg headcount
- 99th
- Percentile by assets National rank
- $1.0M
- Avg per participant High balance/head
Official DOL plan name: Defined Contribution Retirement Plan for Faculty of the University of Miami · Sponsored by University of Miami · Florida · Educational Services
$1.0B in assets, 1,019 participants
University of Miami's Defined Contribution Retirement Plan for Faculty of the University of Miami reported $1.0B in total assets and 1,019 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #3,963 in Educational Services (4,024 peers)
Where Defined Contribution Retirement Plan for Faculty of the University of Miami sits by assets
Defined Contribution Retirement Plan for Faculty of the University of Miami sits among the largest 1% of all filed plans, $1.0B for 1,019 participants (~$1.0M/participant), down 17.2% in 2022.
- #3,963
- in Educational Services (4,024 peers)
- -17.2%
- assets change YoY
- 11×
- vs typical plan assets (national mean)
The plan reported a net loss of $218M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Defined Contribution Retirement Plan for Faculty of the University of Miami's outsized position by total assets
Defined Contribution Retirement Plan for Faculty of the University of Miami vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,047,881,835 Top 1% higher than 99% 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
Defined Contribution Retirement Plan for Faculty of the University of Miami'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. Defined Contribution Retirement Plan for Faculty of the University of Miami lands in the large band (1,019 participants).
Plan-year Form 5500 strip
Filing strip 590624458 · University of Miami PY 2022 · Other
Defined Contribution Retirement Plan for Faculty of the University of Miami · $1.0B · 1,019 · 99th
- VS-ST $1.0B
- VS-ST 1,019
- VS-ST 99th
- VS-ST Other
- VS-ST near John Muir Health 403b Plan
- VS-ST ind #3963
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 Florida →
Defined Contribution Retirement Plan for Faculty of the University of Miami in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $1.3B |
|---|---|
| Net Assets (End of Year) | $1.0B |
| Net Income | -$218M |
| Employer EIN | 590624458 |
| Plan Effective Date | 1980-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Miami)
Sponsor-wide plan assets over time
All University of Miami plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.0B 29.829112256582217% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 6 | 22,506 | $3.9B |
| 2023 | 6 | 23,549 | $4.4B |
| 2024 | 6 | 25,019 | $5.0B |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $1.9B · 22,860
- University of Miami Retirement Savings Plan $1.4B · 12,294
- Orlando Health Retirement Savings Plan 403b $1.2B · 23,753
- The Nemours Foundation Section 403(b) Plan $924M · 7,882
- University of Miami Supplemental Retirement Annuity Program $689M · 2,383
Defined Contribution Retirement Plan for Faculty of the University of Miami's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is John Muir Health 403b Plan in CA ($1.1B); by covered participants it is Legacy Lifecare 403(b) Plan in MA (1,018 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.0B here).
- John Muir Health 403b Plan (CA) $1.1B · 7,357
- Childrens Healthcare of Atlanta Inc Share Plan (GA) $1.0B · 12,262
- Depaul University 403(b) Retirement Plan (IL) $1.1B · 4,920
- Hofstra University Pension Plan (NY) $1.0B · 2,279
Similar participant headcount
Nearest other-state filings by covered participants (1,019 participants); asset peers above are excluded.
- Legacy Lifecare 403(b) Plan (MA) 1,018 · 1 off
- Tanana Chiefs Conference 403b Retirement Savings Plan (AK) 1,017 · 2 off
- Jennie Stuart Medical Center 403(b) Plan (KY) 1,017 · 2 off
- Anna Jaques 403(b) Retirement Plan (MA) 1,021 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.