Other · DOL Form 5500 · 2023

Umh Management Services Corp. Retirement Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
880
Participants Near avg headcount
77th
Percentile by assets National rank
$29,675
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: United Methodist Homes 403 B Plan · Sponsored by Umh Management Services Corp. · New York · Healthcare & Social Assistance

$26M in assets, 880 participants

Umh Management Services Corp.'s United Methodist Homes 403 B Plan reported $26M in total assets and 880 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #14,274 in Healthcare & Social Assistance (17,684 peers)

Where United Methodist Homes 403 B Plan sits by assets

United Methodist Homes 403 B Plan sits in the top quartile of all filed plans by assets, $26M for 880 participants (~$29,675/participant), up 4.3% in 2023.

#14,274
in Healthcare & Social Assistance (17,684 peers)
+4.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

United Methodist Homes 403 B Plan's outsized position by total assets

United Methodist Homes 403 B Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$26,114,155 Top 23% higher than 77% of 127,068 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 2023

United Methodist Homes 403 B Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Methodist Homes 403 B Plan sits mid-pack in the medium band (880 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United Methodist Homes 403 B Plan reported net income rose from -$6M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • United Methodist Homes 403 B Plan end-of-year assets rose from $25M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • United Methodist Homes 403 B Plan reported participants fell from 905 in the plan year 2022 filing to 880 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 161486032 · Umh Management Services Corp. PY 2023 · Other

United Methodist Homes 403 B Plan · $26M · 880 · 77th

  • BOY $26M
  • BOY 880
  • BOY 77th
  • BOY Other
  • BOY near Brooks Range 401(k) Profit Sharing Plan K'oyitl'ots'ina, Ltd.
  • BOY ind #14274

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 New York →

United Methodist Homes 403 B Plan in the asset neighbourhood

Liberty Science Center Defined Contribution Retirement PlanLiberty Science Center Defin…$26MTiaa-Cref Retirement Plan of Alice Lloyd CollegeTiaa-Cref Retirement Plan of…$26MBrooks Range 401(k) Profit Sharing Plan K'oyitl'ots'ina, Ltd.Brooks Range 401(k) Profit S…$26MUnited Methodist Homes 403 B PlanUnited Methodist Homes 403 B…$26MThe Learning Center for the Deaf 403(b) PlanThe Learning Center for the …$26M
End-of-year total assets ($M) among United Methodist Homes 403 B Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$26M
Net Income$1M
Employer EIN161486032
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Umh Management Services Corp.)

Sponsor-wide plan assets over time

All Umh Management Services Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 0.7598871616000465% vs 2022
2024 filing year
$24.5M$25M$25.5M$26M$26.5M 202220232024 $25M $24.8M ▼ -0.8%
Year Plans Participants Total Assets
2022 1 905 $25M
2023 1 880 $26M
2024 1 835 $25M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

United Methodist Homes 403 B Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants United Methodist Homes 403 B Plan, Total assets ($B): 0.026114155 · Participants: 880United Methodist Homes 403 B PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
United Methodist Homes 403 B Plan vs. nearby Other plans in New York, assets vs. participants
Compare United Methodist Homes 403 B Plan side-by-side with 3 peers →

United Methodist Homes 403 B Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Brooks Range 401(k) Profit Sharing Plan K'oyitl'ots'ina, Ltd. in AK ($26M); by covered participants it is Employee Benefit Plan of Community Health of South Florida, Inc. in FL (879 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (880 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did United Methodist Homes 403 B Plan assets move in 2023? ▼
United Methodist Homes 403 B Plan edged up modestly - up 4.3% during 2023, from $25M to $26M. Reported net income was $1M.
How have Umh Management Services Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Umh Management Services Corp.'s sponsor-wide assets declined 0.8%, from $25M to $25M.
Where does United Methodist Homes 403 B Plan rank by assets among Form 5500 filers? ▼
United Methodist Homes 403 B Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to United Methodist Homes 403 B Plan? ▼
Among Other plans in other states, the closest by assets is Brooks Range 401(k) Profit Sharing Plan K'oyitl'ots'ina, Ltd. in AK ($26M, 608 participants).
Which Other plans cover a similar participant headcount to United Methodist Homes 403 B Plan? ▼
Among Other plans in other states, the closest by covered participants is Employee Benefit Plan of Community Health of South Florida, Inc. in FL (879 participants, $34M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 161486032.

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.