Other · DOL Form 5500 · 2022

University of Miami Retirement Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
2,898
Participants Above avg headcount
83rd
Percentile by assets National rank
$10,174
Avg per participant Low balance/head
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Official DOL plan name: Uhealth Retirement Savings Plan III · Sponsored by University of Miami · Florida · Educational Services

$29M in assets, 2,898 participants

University of Miami's Uhealth Retirement Savings Plan III reported $29M in total assets and 2,898 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #2,757 in Educational Services (4,024 peers)

Coverage in Florida

Uhealth Retirement Savings Plan III covers 2,898 participants in Florida, 4.6x the typical Florida plan (state average ~628 per filing). Assets: $29M.

#2,757
in Educational Services (4,024 peers)
+124.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Uhealth Retirement Savings Plan III's outsized position by total assets

Uhealth Retirement Savings Plan III vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$29,483,969 Top 17% higher than 83% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Uhealth Retirement Savings Plan III'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. Uhealth Retirement Savings Plan III lands in the large band (2,898 participants).

DOL schedule card

Filing strip 590624458 · University of Miami PY 2022 · Other

Uhealth Retirement Savings Plan III · $29M · 2,898 · 83rd

  • EIN $29M
  • EIN 2,898
  • EIN 83rd
  • EIN Other
  • EIN near Denver Museum of Nature & Science Retirement Plan
  • EIN ind #2757

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 →

Uhealth Retirement Savings Plan III in the asset neighbourhood

Berwick Academy Defined Contribution Retirement PlanBerwick Academy Defined Cont…$30MNicholas H. Noyes Tax Sheltered Savings PlanNicholas H. Noyes Tax Shelte…$30MUhealth Retirement Savings Plan IIIUhealth Retirement Savings P…$29MDenver Museum of Nature & Science Retirement PlanDenver Museum of Nature & Sc…$29M403(b) Thrift Plan for Colorado Coalition for the Homeless403(b) Thrift Plan for Color…$29M
End-of-year total assets ($M) among Uhealth Retirement Savings Plan III and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$29M
Net Income$16M
Employer EIN590624458
Plan Effective Date2020-01-01
Filing StatusFILING 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
$3.5B$4B$4.5B$5B$5.5B 202220232024 $3.86B $5.01B ▲ +29.8%
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.

Uhealth Retirement Savings Plan III vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Uhealth Retirement Savings Plan III, Total assets ($B): 0.029483969 · Participants: 2898Uhealth Retirement Savings Plan IIIBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 1.924130807 · Participants: 22860Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.361290787 · Participants: 12294University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.220931829 · Participants: 23753Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.047881835 · Participants: 1019Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 0.924429166 · Participants: 7882The Nemours Foundation Section 403(b) Plan
Uhealth Retirement Savings Plan III vs. nearby Other plans in Florida, assets vs. participants
Compare Uhealth Retirement Savings Plan III side-by-side with 3 peers →

Uhealth Retirement Savings Plan III's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Denver Museum of Nature & Science Retirement Plan in CO ($29M); by covered participants it is Goodwill of Central and Southern Indiana Inc. Employee Retirement Savings Plan in IN (2,899 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Uhealth Retirement Savings Plan III assets move in 2022? ▼
Uhealth Retirement Savings Plan III surged - up 124.3% during 2022, from $13M to $29M. Reported net income was $16M.
How have University of Miami plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Miami's sponsor-wide assets grew 29.8%, from $3.9B to $5.0B.
Where does Uhealth Retirement Savings Plan III rank by assets among Form 5500 filers? ▼
Uhealth Retirement Savings Plan III ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Uhealth Retirement Savings Plan III? ▼
Among Other plans in other states, the closest by assets is Denver Museum of Nature & Science Retirement Plan in CO ($29M, 430 participants).
Which Other plans cover a similar participant headcount to Uhealth Retirement Savings Plan III? ▼
Among Other plans in other states, the closest by covered participants is Goodwill of Central and Southern Indiana Inc. Employee Retirement Savings Plan in IN (2,899 participants, $20M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 590624458.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.