Other · DOL Form 5500 · 2023
University of Miami Retirement Plan
Data updated 2026-08-25
- $67M
- Total assets Below avg plan size
- 4,394
- Participants Above avg headcount
- 88th
- Percentile by assets National rank
- $15,135
- Avg per participant Low balance/head
Official DOL plan name: Retirement Savings Plan III · Sponsored by University of Miami · Florida · Educational Services
$67M in assets, 4,394 participants
University of Miami's Retirement Savings Plan III reported $67M in total assets and 4,394 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #2,947 in Educational Services (3,735 peers)
Coverage in Florida
Retirement Savings Plan III covers 4,394 participants in Florida, 7.0x the typical Florida plan (state average ~628 per filing). Assets: $67M.
- #2,947
- in Educational Services (3,735 peers)
- +125.6%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Retirement Savings Plan III's outsized position by total assets
Retirement Savings Plan III vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$66,502,492 Top 12% higher than 88% 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
Retirement Savings Plan III'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. Retirement Savings Plan III lands in the large band (4,394 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Savings Plan III reported net income rose from $16M in the plan year 2022 filing to $37M in the plan year 2023 filing.
- Retirement Savings Plan III end-of-year assets rose from $29M in the plan year 2022 filing to $67M in the plan year 2023 filing.
- Retirement Savings Plan III reported participants rose from 2,898 in the plan year 2022 filing to 4,394 in the plan year 2023 filing.
DOL schedule card
Filing strip 590624458 · University of Miami PY 2023 · Other
Retirement Savings Plan III · $67M · 4,394 · 88th
- BOY $67M
- BOY 4,394
- BOY 88th
- BOY Other
- BOY near The Kendal Corporation 403(b) Plan
- BOY ind #2947
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 →
Retirement Savings Plan III in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | $37M |
| Employer EIN | 590624458 |
| Plan Effective Date | 2020-01-01 |
| 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
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.1B · 972
- The Nemours Foundation Section 403(b) Plan $1.1B · 8,505
Retirement Savings Plan III's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is The Kendal Corporation 403(b) Plan in DE ($66M); by covered participants it is Jefferson Health New Jersey 403(b) Plan in PA (4,391 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($67M here).
- The Kendal Corporation 403(b) Plan (DE) $66M · 2,340
- Mgh 403(b) Retirement Plan (IN) $67M · 1,110
- Education Northwest Defined Contribution Plan (OR) $66M · 89
- Friends Central School Defined Contribution Retirement Plan (PA) $67M · 190
Similar participant headcount
Nearest other-state filings by covered participants (4,394 participants); asset peers above are excluded.
- Jefferson Health New Jersey 403(b) Plan (PA) 4,391 · 3 off
- Sinai Health System Consolidated 403(b) Plan (IL) 4,383 · 11 off
- Bridgeport Hospital Tax Sheltered Annuity Plan (CT) 4,407 · 13 off
- St. Charles Health System Retirement Plan (OR) 4,378 · 16 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.