Defined Benefit (Pension) · DOL Form 5500 · 2022

University of Miami Pension Plan

Data updated 2026-08-25

$584M
Total assets Above avg plan size
2,188
Participants Above avg headcount
98th
Percentile by assets National rank
$267,112
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of the Univ of Miami · Sponsored by University of Miami · Florida · Educational Services

$584M in assets, 2,188 participants

University of Miami's Retirement Plan for Employees of the Univ of Miami reported $584M in total assets and 2,188 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.

  • #3,917 in Educational Services (4,024 peers)

Coverage in Florida

Retirement Plan for Employees of the Univ of Miami covers 2,188 participants in Florida, 3.5x the typical Florida plan (state average ~628 per filing). Assets: $584M.

#3,917
in Educational Services (4,024 peers)
-8.1%
assets change YoY
5.9×
vs typical plan assets (national mean)

The plan reported a net loss of $60M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for Employees of the Univ of Miami's outsized position by total assets

Retirement Plan for Employees of the Univ of Miami vs every filed plan by assets

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

$584,440,611 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

Retirement Plan for Employees of the Univ of Miami'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. Retirement Plan for Employees of the Univ of Miami lands in the large band (2,188 participants).

Plan-year Form 5500 strip

Filing strip 590624458 · University of Miami PY 2022 · Defined Benefit (Pension)

Retirement Plan for Employees of the Univ of Miami · $584M · 2,188 · 98th

  • EOY $584M
  • 5500 2,188
  • ASSETS 98th
  • PCT Defined Benefit (Pension)
  • EIN near Iron Workers District Council of New England Pension Fund
  • RANK ind #3917

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 →

Retirement Plan for Employees of the Univ of Miami in the asset neighbourhood

American Motors Union Retirement Income PlanAmerican Motors Union Retire…$586MIron Workers District Council of New England Pension FundIron Workers District Counci…$586MRetirement Plan for Employees of the Univ of MiamiRetirement Plan for Employee…$584MIndiana Carpenters Pension FundIndiana Carpenters Pension F…$582MTeamsters Union No. 142 Pension FundTeamsters Union No. 142 Pens…$582M
End-of-year total assets ($M) among Retirement Plan for Employees of the Univ of Miami and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$636M
Net Assets (End of Year)$568M
Net Income-$60M
Employer EIN590624458
Plan Effective Date1963-10-01
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 Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of the Univ of Miami vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 02468 Total assets ($B) Participants Retirement Plan for Employees of the Univ of Miami, Total assets ($B): 0.584440611 · Participants: 2188Retirement Plan for Employees of the Univ of MiamiL3harris Aviation Products Pension Plan, Total assets ($B): 6.623750939 · Participants: 10L3harris Aviation Products Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 4.827563863 · Participants: 13210Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.20978 · Participants: 2728Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc LLP, Total assets ($B): 1.852268551 · Participants: 5861Retirement Benefit Accumulation Plan for Employees of Pwc LLPPricewaterhousecoopers LLP Retirement Accumulation Plan for Partners, Total assets ($B): 1.789426694 · Participants: 3819Pricewaterhousecoopers LLP Retirement Accumulation Plan for Partners
Retirement Plan for Employees of the Univ of Miami vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Retirement Plan for Employees of the Univ of Miami side-by-side with 3 peers →

Retirement Plan for Employees of the Univ of Miami's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Iron Workers District Council of New England Pension Fund in MA ($586M); by covered participants it is Tri-State Carpenters and Joiners Pension Trust Fund in TN (2,188 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($584M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,188 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 Retirement Plan for Employees of the Univ of Miami assets move in 2022? ▼
Retirement Plan for Employees of the Univ of Miami pulled back noticeably - down 8.1% during 2022, from $636M to $584M. Reported net income was -$60M.
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 Retirement Plan for Employees of the Univ of Miami rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of the Univ of Miami 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 Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of the Univ of Miami? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Iron Workers District Council of New England Pension Fund in MA ($586M, 2,369 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of the Univ of Miami? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Tri-State Carpenters and Joiners Pension Trust Fund in TN (2,188 participants, $210M 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.