Other · DOL Form 5500 · 2023
University of Massachusetts Global Retirement Plan
Data updated 2026-08-11
- $39M
- Total assets
- 2,168
- Participants
- 83rd
- Percentile by assets
- $17,825
- Avg per participant
Official DOL plan name: University of Massachusetts Global 403(b) Defined Contribution Retirement Plan · Sponsored by University of Massachusetts Global · California · Educational Services
$39M in assets, 2,168 participants
University of Massachusetts Global's University of Massachusetts Global 403(b) Defined Contribution Retirement Plan reported $39M in total assets and 2,168 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- 83rd percentile by assets (of 127,072 plans)
- #2,578 in Educational Services (3,735 peers)
Coverage in California
University of Massachusetts Global 403(b) Defined Contribution Retirement Plan covers 2,168 participants in California, 3.4x the typical California plan (state average ~630 per filing). Assets: $39M.
- $39M
- total plan assets (2023 EOY)
- 2,168
- covered participants
- 83rd
- percentile by assets (of 127,072 plans)
- $17,825
- avg assets per participant
Where University of Massachusetts Global 403(b) Defined Contribution Retirement Plan sits by total assets
University of Massachusetts Global 403(b) Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$38,643,735 Top 17% higher than 83% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- University of Massachusetts Global 403(b) Defined Contribution Retirement Plan reported net income rose from -$130K in the plan year 2022 filing to $6M in the plan year 2023 filing.
- University of Massachusetts Global 403(b) Defined Contribution Retirement Plan reported participants rose from 884 in the plan year 2022 filing to 2,168 in the plan year 2023 filing.
- University of Massachusetts Global 403(b) Defined Contribution Retirement Plan end-of-year assets rose from $33M in the plan year 2022 filing to $39M in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. University of Massachusetts Global 403(b) Defined Contribution Retirement Plan reports 2,168 participants - 3.4x that state average ($39M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $6M |
| Employer EIN | 260152908 |
| Plan Effective Date | 2019-10-07 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Massachusetts Global)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,651 | $57M |
| 2023 | 2 | 2,573 | $61M |
| 2024 | 2 | 2,038 | $67M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
University of Massachusetts Global 403(b) Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Similar-Sized Other Plans Nationally
Other plans in other states closest to University of Massachusetts Global 403(b) Defined Contribution Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did University of Massachusetts Global 403(b) Defined Contribution Retirement Plan assets move in 2023? ▼
How have University of Massachusetts Global plan assets changed over time? ▼
Where does University of Massachusetts Global 403(b) Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to University of Massachusetts Global 403(b) Defined Contribution Retirement Plan? ▼
Next read for University of Massachusetts Global 403(b…
Filing takeaways
Ways to act on University of Massachusetts Global 403(b) Defined Contribution Retirement Plan's numbers.
- By total assets, University of Massachusetts Global 403(b) Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- University of Massachusetts Global's sponsor-wide assets have grown 18.3% since 2022 across 3 plan years on file. More Educational Services plans