Other · DOL Form 5500 · 2023
University of Massachusetts Global Retirement Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 2,168
- Participants Above avg headcount
- 83rd
- Percentile by assets National rank
- $17,825
- Avg per participant Low balance/head
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.
- #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.
- #2,578
- in Educational Services (3,735 peers)
- +18.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
University of Massachusetts Global 403(b) Defined Contribution Retirement Plan's outsized position 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
University of Massachusetts Global 403(b) Defined Contribution Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of Massachusetts Global 403(b) Defined Contribution Retirement Plan lands in the large band (2,168 participants).
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.
Published 5500 schedule card
Filing strip 260152908 · University of Massachusetts Global PY 2023 · Other
University of Massachusetts Global 403(b) Defined Contribution Retirement Plan · $39M · 2,168 · 83rd
- RANK $39M
- PHOTO 2,168
- IND 83rd
- EOY Other
- 5500 near Mount Aloysius College Consolidated Retirement Pla
- ASSETS ind #2578
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 California →
University of Massachusetts Global 403(b) Defined Contribution Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All University of Massachusetts Global plans reported in each filing year
- Latest sponsor-wide plan assets
- $67M 18.251448992711556% vs 2022
- 2024 filing year
| 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.
- 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
University of Massachusetts Global 403(b) Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Mount Aloysius College Consolidated Retirement Pla in PA ($39M); by covered participants it is Good Shepherd Retirement Plan in PA (2,168 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,168 participants); asset peers above are excluded.
- Good Shepherd Retirement Plan (PA) 2,168 · 0 off
- Noblis, Inc. Tax Sheltered Annuity Plan (VA) 2,170 · 2 off
- Amherst College Defined Contribution Retirement Plan (MA) 2,170 · 2 off
- Integritus Healthcare Retirement Savings Plan (MA) 2,165 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.