Other · DOL Form 5500 · 2023
University of Miami Retirement Plan
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 972
- Participants Near avg headcount
- 99th
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: Defined Contribution Retirement Plan for Faculty of the University of Miami · Sponsored by University of Miami · Florida · Educational Services
$1.1B in assets, 972 participants
University of Miami's Defined Contribution Retirement Plan for Faculty of the University of Miami reported $1.1B in total assets and 972 participants in its 2023 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.
- #3,672 in Educational Services (3,735 peers)
Where Defined Contribution Retirement Plan for Faculty of the University of Miami sits by assets
Defined Contribution Retirement Plan for Faculty of the University of Miami sits among the largest 1% of all filed plans, $1.1B for 972 participants (~$1.2M/participant), up 9.4% in 2023.
- #3,672
- in Educational Services (3,735 peers)
- +9.4%
- assets growth YoY
- 11×
- vs typical plan assets (national mean)
Defined Contribution Retirement Plan for Faculty of the University of Miami's outsized position by total assets
Defined Contribution Retirement Plan for Faculty of the University of Miami vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,145,895,297 Top 1% higher than 99% 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
Defined Contribution Retirement Plan for Faculty of the University of Miami 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. Defined Contribution Retirement Plan for Faculty of the University of Miami sits mid-pack in the medium band (972 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Defined Contribution Retirement Plan for Faculty of the University of Miami reported net income rose from -$218M in the plan year 2022 filing to $98M in the plan year 2023 filing.
- Defined Contribution Retirement Plan for Faculty of the University of Miami end-of-year assets rose from $1.0B in the plan year 2022 filing to $1.1B in the plan year 2023 filing.
- Defined Contribution Retirement Plan for Faculty of the University of Miami reported participants fell from 1,019 in the plan year 2022 filing to 972 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 590624458 · University of Miami PY 2023 · Other
Defined Contribution Retirement Plan for Faculty of the University of Miami · $1.1B · 972 · 99th
- ASSETS $1.1B
- ASSETS 972
- ASSETS 99th
- ASSETS Other
- ASSETS near Ucar Retirement Plan
- ASSETS ind #3672
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 Florida →
Defined Contribution Retirement Plan for Faculty of the University of Miami in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $1.0B |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | $98M |
| Employer EIN | 590624458 |
| Plan Effective Date | 1980-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Miami)
Sponsor-wide plan assets over time
All University of Miami plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.0B 29.829112256582217% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 6 | 22,506 | $3.9B |
| 2023 | 6 | 23,549 | $4.4B |
| 2024 | 6 | 25,019 | $5.0B |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.3B · 25,214
- University of Miami Retirement Savings Plan $1.7B · 12,683
- Orlando Health Retirement Savings Plan 403b $1.6B · 26,087
- The Nemours Foundation Section 403(b) Plan $1.1B · 8,505
- University of Miami Supplemental Retirement Annuity Program $758M · 1,918
Defined Contribution Retirement Plan for Faculty of the University of Miami's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Ucar Retirement Plan in CO ($1.1B); by covered participants it is Mills College at Northeastern Defined Contribution in CA (972 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- Ucar Retirement Plan (CO) $1.1B · 1,444
- Lehigh Valley Health Network, Inc. 403(b) Savings Plan (PA) $1.1B · 18,331
- Temple University Health System, Inc. 403(b) Plan (PA) $1.2B · 11,971
- Board of Electrical Workers Local #26 I.a. Individual Account Plan (MD) $1.1B · 11,479
Similar participant headcount
Nearest other-state filings by covered participants (972 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.