Defined Benefit (Pension) · DOL Form 5500 · 2022

Umass Memorial Health Care, Inc. Pension Plan

Data updated 2026-08-25

$995M
Total assets Above avg plan size
95
Participants Small participant base
99th
Percentile by assets National rank
$10.5M
Avg per participant High balance/head
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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.

  • #19,887 in Healthcare & Social Assistance (20,060 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.

#19,887
in Healthcare & Social Assistance (20,060 peers)
+2929.1%
assets growth YoY
10.0×
vs typical plan assets (national mean)

Umass Memorial Health Care Pension Plan's outsized position by total assets

Umass Memorial Health Care Pension Plan vs every filed plan by assets

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

$995,352,960 Top 1% higher than 99% 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

Umass Memorial Health Care Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Umass Memorial Health Care Pension Plan is a small filing (95 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 043358566 · Umass Memorial Health Care, Inc. PY 2022 · Defined Benefit (Pension)

Umass Memorial Health Care Pension Plan · $995M · 95 · 99th

  • 5500 $995M
  • 5500 95
  • 5500 99th
  • 5500 Defined Benefit (Pension)
  • 5500 near Shands Healthcare Pension Plan II
  • 5500 ind #19887

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Umass Memorial Health Care Pension Plan in the asset neighbourhood

Mutual of Omaha Retirement Income PlanMutual of Omaha Retirement I…$998MNcr Pension Plan$998MShands Healthcare Pension Plan IIShands Healthcare Pension Pl…$997MUmass Memorial Health Care Pension PlanUmass Memorial Health Care P…$995MPaul Hastings LLP Defined Benefit Retirement Plan for PartnersPaul Hastings LLP Defined Be…$989M
End-of-year total assets ($M) among Umass Memorial Health Care Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$994M
Net Income$13M
Employer EIN043358566
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Umass Memorial Health Care, Inc.)

Sponsor-wide plan assets over time

All Umass Memorial Health Care, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3.4B 3.889211676403325% vs 2022
2024 filing year
$3B$3.2B$3.4B$3.6B 202220232024 $3.5B $3.37B ▼ -3.7%
Year Plans Participants Total Assets
2022 4 20,753 $3.5B
2023 3 24,923 $3.1B
2024 3 27,254 $3.4B

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 Scatter plot of 6 data points. -200000200004000060000 0246810 Total assets ($B) Participants Umass Memorial Health Care Pension Plan, Total assets ($B): 0.99535296 · Participants: 95Umass Memorial Health Care Pension PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 9.07532048 · Participants: 55495Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.756596242 · Participants: 33087Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.281152611 · Participants: 11835Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.758508912 · Participants: 17323N. Atlantic States Carp. Pension FundN. Atlantic States Carp. Guaranteed Annuity Fund, Total assets ($B): 3.594095954 · Participants: 10962N. Atlantic States Carp. Guaranteed Annuity Fund
Umass Memorial Health Care Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Umass Memorial Health Care Pension Plan side-by-side with 3 peers →

Umass Memorial Health Care Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Shands Healthcare Pension Plan II in FL ($997M); by covered participants it is Dietz & Watson, Inc. Union Employees' Pension Plan in PA (95 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($995M here).

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Umass Memorial Health Care Pension Plan assets move in 2022? ▼
Umass Memorial Health Care Pension Plan surged - up 2929.1% during 2022, from $33M to $995M. Reported net income was $13M.
How have Umass Memorial Health Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Umass Memorial Health Care, Inc.'s sponsor-wide assets declined 3.9%, from $3.5B to $3.4B.
Where does Umass Memorial Health Care Pension Plan rank by assets among Form 5500 filers? ▼
Umass Memorial Health Care Pension Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Umass Memorial Health Care Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Shands Healthcare Pension Plan II in FL ($997M, 2,563 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Umass Memorial Health Care Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Dietz & Watson, Inc. Union Employees' Pension Plan in PA (95 participants, $3M 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 043358566.

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.