Other · DOL Form 5500 · 2022

University of Miami Retirement Plan

Data updated 2026-08-25

$146M
Total assets Near avg plan size
1,724
Participants Near avg headcount
94th
Percentile by assets National rank
$84,489
Avg per participant Below avg balance/head
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Official DOL plan name: University of Miami Retirement Savings Plan II · Sponsored by University of Miami · Florida · Educational Services

$146M in assets, 1,724 participants

University of Miami's University of Miami Retirement Savings Plan II reported $146M in total assets and 1,724 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,633 in Educational Services (4,024 peers)

Coverage in Florida

University of Miami Retirement Savings Plan II covers 1,724 participants in Florida, 2.7x the typical Florida plan (state average ~628 per filing). Assets: $146M.

#3,633
in Educational Services (4,024 peers)
-13.7%
assets change YoY
1.5×
vs typical plan assets (national mean)

The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

University of Miami Retirement Savings Plan II's outsized position by total assets

University of Miami Retirement Savings Plan II vs every filed plan by assets

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

$145,658,259 Top 6% higher than 94% 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 Retirement Savings Plan II'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 Retirement Savings Plan II lands in the large band (1,724 participants).

Form 5500 schedule snapshot

Filing strip 590624458 · University of Miami PY 2022 · Other

University of Miami Retirement Savings Plan II · $146M · 1,724 · 94th

  • ASSETS $146M
  • PCT 1,724
  • EIN 94th
  • RANK Other
  • PHOTO near Tidelands Health 403(b) Retirement Savings Plan
  • IND ind #3633

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 Retirement Savings Plan II in the asset neighbourhood

Exeter Health Resources 403(b) Retirement Savings PlanExeter Health Resources 403(…$146MThe Juilliard School Defined Contribution Retirement PlanThe Juilliard School Defined…$146MNorth Central College Defined Contribution Retirement PlanNorth Central College Define…$146MUniversity of Miami Retirement Savings Plan IIUniversity of Miami Retireme…$146MTidelands Health 403(b) Retirement Savings PlanTidelands Health 403(b) Reti…$146M
End-of-year total assets ($M) among University of Miami Retirement Savings Plan II and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$169M
Net Assets (End of Year)$146M
Net Income-$23M
Employer EIN590624458
Plan Effective Date2008-01-01
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 Retirement Savings Plan II vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 00.511.522.5 Total assets ($B) Participants University of Miami Retirement Savings Plan II, Total assets ($B): 0.145658259 · Participants: 1724University of Miami Retirement Savings Plan IIBaptist 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 Retirement Savings Plan II vs. nearby Other plans in Florida, assets vs. participants
Compare University of Miami Retirement Savings Plan II side-by-side with 3 peers →

University of Miami Retirement Savings Plan II's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Tidelands Health 403(b) Retirement Savings Plan in SC ($146M); by covered participants it is San Diego State University Foundation Defined Contribution Retirement Plan in CA (1,727 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,724 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 Retirement Savings Plan II assets move in 2022? ▼
University of Miami Retirement Savings Plan II pulled back noticeably - down 13.7% during 2022, from $169M to $146M. Reported net income was -$23M.
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 Retirement Savings Plan II rank by assets among Form 5500 filers? ▼
University of Miami Retirement Savings Plan II ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to University of Miami Retirement Savings Plan II? ▼
Among Other plans in other states, the closest by assets is Tidelands Health 403(b) Retirement Savings Plan in SC ($146M, 2,092 participants).
Which Other plans cover a similar participant headcount to University of Miami Retirement Savings Plan II? ▼
Among Other plans in other states, the closest by covered participants is San Diego State University Foundation Defined Contribution Retirement Plan in CA (1,727 participants, $223M 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.