Defined Benefit (Pension) · DOL Form 5500 · 2022
Umass Memorial Health Care, Inc. Pension Plan
Data updated 2026-08-25
- $992M
- Total assets Above avg plan size
- 8,364
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $118,615
- Avg per participant Near avg balance/head
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.
- #19,886 in Healthcare & Social Assistance (20,060 peers)
Coverage in Massachusetts
Umass Memorial Health Care Pension Plan covers 8,364 participants in Massachusetts, 13x the typical Massachusetts plan (state average ~659 per filing). Assets: $992M.
- #19,886
- in Healthcare & Social Assistance (20,060 peers)
- +6.6%
- 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
$992,097,939 Top 1% higher than 99% of 139,123 filed plans
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'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. Umass Memorial Health Care Pension Plan lands in the large band (8,364 participants).
EBSA filing schedule strip
Filing strip 043358566 · Umass Memorial Health Care, Inc. PY 2022 · Defined Benefit (Pension)
Umass Memorial Health Care Pension Plan · $992M · 8,364 · 99th
- EBSA $992M
- EBSA 8,364
- EBSA 99th
- EBSA Defined Benefit (Pension)
- EBSA near Paul Hastings LLP Defined Benefit Retirement Plan for Partners
- EBSA ind #19886
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
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.)
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
| 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.
- 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 (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $118,615 per participant (86% of the national average assets-per-participant) . Net income for plan year 2022 was $60M.
This plan identity (EIN 043358566, plan #005) has 4 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $995M to $1.3B (+29.8%) while covered participants moved from 95 to 9,506 . 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 | 8,379 | $1.2B | Open filing |
| 2024 · index core | 9,506 | $1.3B | 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), $1.3B, 9,506 participants)
- Umass Memorial Health Care 403(b) Plan (Other, $650M, 4,397 participants)
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 Paul Hastings LLP Defined Benefit Retirement Plan for Partners in CA ($989M); by covered participants it is Kohler Co. Pension Plan in WI (8,328 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($992M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (8,364 participants); asset peers above are excluded.
- Kohler Co. Pension Plan (WI) 8,328 · 36 off
- Directors Guild of America-Producer Pension Plan Basic Benefit Plan (CA) 8,405 · 41 off
- Martin Marietta Pension Plan (NC) 8,414 · 50 off
- The Estee Lauder Companies Retirement Growth Account Plan (NY) 8,416 · 52 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.