Defined Benefit (Pension) · DOL Form 5500 · 2022
Umass Memorial Health Care, Inc. Pension Plan
Data updated 2026-08-06
- $995M
- Total assets
- 95
- Participants
- 99th
- Percentile by assets
- $10.5M
- Avg per participant
Official DOL plan name: Umass Memorial Health Care Pension Plan · Sponsored by Umass Memorial Health Care, Inc. · Massachusetts · Healthcare & Social Assistance
$995M in assets, 95 participants
Umass Memorial Health Care, Inc.'s Umass Memorial Health Care Pension Plan reported $995M in total assets and 95 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.
- 99th percentile by assets (of 139,258 plans)
- #19,914 in Healthcare & Social Assistance (20,087 peers)
Where Umass Memorial Health Care Pension Plan sits by assets
Umass Memorial Health Care Pension Plan sits among the largest 1% of all filed plans, $995M for 95 participants (~$10.5M/participant), up 2929.1% in 2022.
- $995M
- total plan assets (2022 EOY)
- 95
- covered participants
- 99th
- percentile by assets (of 139,258 plans)
- $10.5M
- avg assets per participant
Umass Memorial Health Care Pension Plan vs the 2022 asset distribution
By assets, Umass Memorial Health Care Pension Plan outranks 99% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 10.0x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $994M |
| Net Income | $13M |
| Employer EIN | 043358566 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Umass Memorial Health Care, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 20,753 | $3.5B |
| 2023 | 3 | 24,923 | $3.1B |
| 2024 | 2 | 17,748 | $2.1B |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Umass Memorial Health Care Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $9.1B · 55,495
- Liberty Mutual Retirement Benefit Plan $6.8B · 33,087
- Massachusetts Institute of Technology Basic Retirement Plan $5.3B · 11,835
- N. Atlantic States Carp. Pension Fund $4.8B · 17,323
- N. Atlantic States Carp. Guaranteed Annuity Fund $3.6B · 10,962
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Umass Memorial Health Care Pension Plan by total assets, not by location.
- Shands Healthcare Pension Plan II (FL) $997M · 2,563
- Ncr Pension Plan (GA) $998M · 1,051
- Mutual of Omaha Retirement Income Plan (NE) $998M · 606
- Paul Hastings LLP Defined Benefit Retirement Plan for Partners (CA) $989M · 250
Frequently Asked Questions
How did Umass Memorial Health Care Pension Plan assets move in 2022? ▼
How have Umass Memorial Health Care, Inc. plan assets changed over time? ▼
Where does Umass Memorial Health Care Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Umass Memorial Health Care Pension Plan? ▼
Next read for Umass Memorial Health Care Pension Plan
Scale reading
Ways to act on Umass Memorial Health Care Pension Plan's numbers.
- By total assets, Umass Memorial Health Care Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Massachusetts. Compare plans
- Umass Memorial Health Care, Inc.'s sponsor-wide assets have declined 40.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans