Defined Benefit (Pension) · DOL Form 5500 · 2022
Umass Memorial Health Care, Inc. Pension Plan
Data updated 2026-08-06
- $992M
- Total assets
- 8,364
- Participants
- 99th
- Percentile by assets
- $118,615
- Avg per participant
Official DOL plan name: Umass Memorial Health Care Pension Plan · Sponsored by Umass Memorial Health Care, Inc. · Massachusetts · Healthcare & Social Assistance
$992M in assets, 8,364 participants
Umass Memorial Health Care, Inc.'s Umass Memorial Health Care Pension Plan reported $992M in total assets and 8,364 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)
- #19,913 in Healthcare & Social Assistance (20,087 peers)
Coverage in Massachusetts
Umass Memorial Health Care Pension Plan covers 8,364 participants in Massachusetts, 13x the typical Massachusetts plan (state average ~641 per filing). Assets: $992M.
- $992M
- total plan assets (2022 EOY)
- 8,364
- covered participants
- 99th
- percentile by assets (of 139,258 plans)
- $118,615
- avg assets per participant
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 641 participants across 3,941 plans. Umass Memorial Health Care Pension Plan reports 8,364 participants - 13x that state average ($992M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $931M |
|---|---|
| Net Assets (End of Year) | $990M |
| Net Income | $60M |
| 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
Scale composition for Umass Memorial Health Care Pension Plan
Umass Memorial Health Care Pension Plan reports $992M in end-of-year assets across 8,364 participants (0.009% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.009% of 89,805,449 covered participants) - about $118,615 per participant (87% of the national average assets-per-participant) . Net income for plan year 2022 was $60M.
This plan identity (EIN 043358566, plan #005) has 3 Form 5500 filings on file from 2022 to 2023 , with end-of-year assets moving from $995M to $1.2B (+24.4%) while covered participants moved from 95 to 8,379 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 95 | $995M | Open filing |
| 2022 | 8,364 | $992M | This page |
| 2023 · index core | 8,379 | $1.2B | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Umass Memorial Health Care 401(k) Plan (401(k), $1.4B, 13,351 participants)
- Umass Memorial Health Care Pension Plan (Defined Benefit (Pension), $1.2B, 8,379 participants)
- Umass Memorial Health Care 403(b) Plan (Other, $650M, 4,397 participants)
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.
- Paul Hastings LLP Defined Benefit Retirement Plan for Partners (CA) $989M · 250
- 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
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
Filing takeaways
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