Other · DOL Form 5500 · 2023
University of Massachusetts Global Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 405
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $55,649
- Avg per participant Low balance/head
Official DOL plan name: University of Massachusetts Global Defined Contribution Retirement Plan · Sponsored by University of Massachusetts Global · California · Educational Services
$23M in assets, 405 participants
University of Massachusetts Global's University of Massachusetts Global Defined Contribution Retirement Plan reported $23M in total assets and 405 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #2,180 in Educational Services (3,735 peers)
Where University of Massachusetts Global Defined Contribution Retirement Plan sits by assets
University of Massachusetts Global Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $23M for 405 participants (~$55,649/participant), down 6.3% in 2023.
- #2,180
- in Educational Services (3,735 peers)
- -6.3%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
University of Massachusetts Global Defined Contribution Retirement Plan's outsized position by total assets
University of Massachusetts Global Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,537,682 Top 25% higher than 75% 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 Defined Contribution Retirement 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. University of Massachusetts Global Defined Contribution Retirement Plan sits mid-pack in the medium band (405 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- University of Massachusetts Global Defined Contribution Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
- University of Massachusetts Global Defined Contribution Retirement Plan reported participants fell from 767 in the plan year 2022 filing to 405 in the plan year 2023 filing.
- University of Massachusetts Global Defined Contribution Retirement Plan end-of-year assets fell from $24M in the plan year 2022 filing to $23M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 260152908 · University of Massachusetts Global PY 2023 · Other
University of Massachusetts Global Defined Contribution Retirement Plan · $23M · 405 · 75th
- EBSA $23M
- EBSA 405
- EBSA 75th
- EBSA Other
- EBSA near Lifecenter Northwest 403(b) Retirement Plan
- EBSA ind #2180
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 Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | -$2M |
| 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 Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Lifecenter Northwest 403(b) Retirement Plan in WA ($23M); by covered participants it is Weta 403(b) Tax Deferred Savings Plan in VA (405 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
Similar participant headcount
Nearest other-state filings by covered participants (405 participants); asset peers above are excluded.
- Weta 403(b) Tax Deferred Savings Plan (VA) 405 · 0 off
- Unity House of Troy, Inc. 403b DC Plan and Tda Plan (NY) 405 · 0 off
- Hospice of Henderson County, Inc. Retirement Plan (NC) 405 · 0 off
- Davidson College Tax-Deferred Annuity Plan (NC) 405 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.