Other · DOL Form 5500 · 2023
University of Miami Retirement Plan
Data updated 2026-08-25
- $1.7B
- Total assets Very large vs avg
- 12,683
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $135,678
- Avg per participant Near avg balance/head
Official DOL plan name: University of Miami Retirement Savings Plan · Sponsored by University of Miami · Florida · Educational Services
$1.7B in assets, 12,683 participants
University of Miami's University of Miami Retirement Savings Plan reported $1.7B in total assets and 12,683 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.
- #3,691 in Educational Services (3,735 peers)
Coverage in Florida
University of Miami Retirement Savings Plan covers 12,683 participants in Florida, 20x the typical Florida plan (state average ~628 per filing). Assets: $1.7B.
- #3,691
- in Educational Services (3,735 peers)
- +26.4%
- assets growth YoY
- 17×
- vs typical plan assets (national mean)
University of Miami Retirement Savings Plan's outsized position by total assets
University of Miami Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,720,804,746 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
University of Miami Retirement Savings Plan's mega-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 Miami Retirement Savings Plan is a mega filing (12,683 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- University of Miami Retirement Savings Plan reported net income rose from -$158M in the plan year 2022 filing to $360M in the plan year 2023 filing.
- University of Miami Retirement Savings Plan end-of-year assets rose from $1.4B in the plan year 2022 filing to $1.7B in the plan year 2023 filing.
- University of Miami Retirement Savings Plan reported participants rose from 12,294 in the plan year 2022 filing to 12,683 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 590624458 · University of Miami PY 2023 · Other
University of Miami Retirement Savings Plan · $1.7B · 12,683 · 99th
- EOY $1.7B
- 5500 12,683
- ASSETS 99th
- PCT Other
- EIN near Legacy Health 403(b) Plan
- RANK ind #3691
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 →
University of Miami Retirement Savings Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $1.4B |
|---|---|
| Net Assets (End of Year) | $1.7B |
| Net Income | $360M |
| Employer EIN | 590624458 |
| Plan Effective Date | 2007-06-01 |
| 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
- 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
- University of Miami Supplemental Retirement Annuity Program $758M · 1,918
Scale composition for University of Miami Retirement Savings Plan
University of Miami Retirement Savings Plan reports $1.7B in end-of-year assets across 12,683 participants (0.014% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $135,678 per participant (98% of the national average assets-per-participant) . Net income for plan year 2023 was $360M.
This plan identity (EIN 590624458, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.4B to $2.1B (+52.1%) while covered participants moved from 12,294 to 12,711 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 12,294 | $1.4B | Open filing |
| 2023 | 12,683 | $1.7B | This page |
| 2024 · index core | 12,711 | $2.1B | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- University of Miami Retirement Savings Plan (Other, $2.1B, 12,711 participants)
- Defined Contribution Retirement Plan for Faculty of the University of Miami (Other, $1.2B, 928 participants)
- University of Miami Supplemental Retirement Annuity Program (Other, $810M, 2,117 participants)
- Retirement Plan for Employees of the Univ of Miami (Defined Benefit (Pension), $567M, 1,919 participants)
University of Miami Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Legacy Health 403(b) Plan in OR ($1.7B); by covered participants it is Baylor College of Medicine Section 403b in TX (12,679 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.7B here).
- Legacy Health 403(b) Plan (OR) $1.7B · 14,249
- Consolidated 403(b) Plan of Hackensack Meridian Health (NJ) $1.7B · 17,739
- The University of Chicago Supplemental Retirement Plan (IL) $1.7B · 8,254
- Children's Hospital Medical Center Employee Savings Plan (OH) $1.8B · 17,941
Similar participant headcount
Nearest other-state filings by covered participants (12,683 participants); asset peers above are excluded.
- Baylor College of Medicine Section 403b (TX) 12,679 · 4 off
- Boston University Supplemental Retirement and Savings Plan (MA) 12,651 · 32 off
- Cornell University Tax-Deferred Annuity Plan (NY) 12,762 · 79 off
- Rush University Medical Center 403(b) Retirement Savings Plan (IL) 12,975 · 292 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.