Other · DOL Form 5500 · 2022
University of Miami Retirement Plan
Data updated 2026-08-11
- $146M
- Total assets
- 1,724
- Participants
- 94th
- Percentile by assets
- $84,489
- Avg per participant
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.
- 94th percentile by assets (of 139,126 plans)
- #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.
- $146M
- total plan assets (2022 EOY)
- 1,724
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $84,489
- avg assets per participant
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.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. University of Miami Retirement Savings Plan II reports 1,724 participants - 2.7x that state average ($146M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $169M |
|---|---|
| Net Assets (End of Year) | $146M |
| Net Income | -$23M |
| Employer EIN | 590624458 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Miami)
| 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
- 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
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.0B · 1,019
- The Nemours Foundation Section 403(b) Plan $924M · 7,882
Similar-Sized Other Plans Nationally
Other plans in other states closest to University of Miami Retirement Savings Plan II by total assets, not by location.
Frequently Asked Questions
How did University of Miami Retirement Savings Plan II assets move in 2022? ▼
How have University of Miami plan assets changed over time? ▼
Where does University of Miami Retirement Savings Plan II rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to University of Miami Retirement Savings Plan II? ▼
Next read for University of Miami Retirement Savings P…
Filing takeaways
Ways to act on University of Miami Retirement Savings Plan II's numbers.
- By total assets, University of Miami Retirement Savings Plan II ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Florida. Compare plans
- University of Miami's sponsor-wide assets have grown 29.8% since 2022 across 3 plan years on file. More Educational Services plans