Other · DOL Form 5500 · 2022

University of Miami Retirement Plan

Data updated 2026-08-25

$689M
Total assets Above avg plan size
2,383
Participants Above avg headcount
98th
Percentile by assets National rank
$289,222
Avg per participant High balance/head
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Official DOL plan name: University of Miami Supplemental Retirement Annuity Program · Sponsored by University of Miami · Florida · Educational Services

$689M in assets, 2,383 participants

University of Miami's University of Miami Supplemental Retirement Annuity Program reported $689M in total assets and 2,383 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #3,936 in Educational Services (4,024 peers)

Coverage in Florida

University of Miami Supplemental Retirement Annuity Program covers 2,383 participants in Florida, 3.8x the typical Florida plan (state average ~628 per filing). Assets: $689M.

#3,936
in Educational Services (4,024 peers)
-17.3%
assets change YoY
6.9×
vs typical plan assets (national mean)

The plan reported a net loss of $147M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

University of Miami Supplemental Retirement Annuity Program's outsized position by total assets

University of Miami Supplemental Retirement Annuity Program vs every filed plan by assets

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

$689,215,256 Top 2% higher than 98% 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

University of Miami Supplemental Retirement Annuity Program'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. University of Miami Supplemental Retirement Annuity Program lands in the large band (2,383 participants).

Plan-year Form 5500 strip

Filing strip 590624458 · University of Miami PY 2022 · Other

University of Miami Supplemental Retirement Annuity Program · $689M · 2,383 · 98th

  • SCH $689M
  • EBSA 2,383
  • PART 98th
  • TYPE Other
  • NET near El Camino Hospital 403(b) Retirement Plan
  • BOOK ind #3936

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 →

University of Miami Supplemental Retirement Annuity Program in the asset neighbourhood

Childrens Hospitals and Clinics Matched Savings PlanChildrens Hospitals and Clin…$692MEl Camino Hospital 403(b) Retirement PlanEl Camino Hospital 403(b) Re…$691MUniversity of Miami Supplemental Retirement Annuity ProgramUniversity of Miami Suppleme…$689MWake Forest University Retirement PlanWake Forest University Retir…$687MThe Members Retirement Plan$674M
End-of-year total assets ($M) among University of Miami Supplemental Retirement Annuity Program and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$833M
Net Assets (End of Year)$689M
Net Income-$147M
Employer EIN590624458
Plan Effective Date1975-01-01
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.

University of Miami Supplemental Retirement Annuity Program vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 0.511.52 Total assets ($B) Participants University of Miami Supplemental Retirement Annuity Program, Total assets ($B): 0.689215256 · Participants: 2383University of Miami Supplemental Retirement Annuity ProgramBaptist 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
University of Miami Supplemental Retirement Annuity Program vs. nearby Other plans in Florida, assets vs. participants
Compare University of Miami Supplemental Retirement Annuity Program side-by-side with 3 peers →

University of Miami Supplemental Retirement Annuity Program's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is El Camino Hospital 403(b) Retirement Plan in CA ($691M); by covered participants it is Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan in CA (2,384 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($689M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,383 participants); asset peers above are excluded.

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 University of Miami Supplemental Retirement Annuity Program assets move in 2022? ▼
University of Miami Supplemental Retirement Annuity Program declined sharply - down 17.3% during 2022, from $833M to $689M. Reported net income was -$147M.
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 University of Miami Supplemental Retirement Annuity Program rank by assets among Form 5500 filers? ▼
University of Miami Supplemental Retirement Annuity Program ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to University of Miami Supplemental Retirement Annuity Program? ▼
Among Other plans in other states, the closest by assets is El Camino Hospital 403(b) Retirement Plan in CA ($691M, 3,787 participants).
Which Other plans cover a similar participant headcount to University of Miami Supplemental Retirement Annuity Program? ▼
Among Other plans in other states, the closest by covered participants is Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan in CA (2,384 participants, $14M 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.