Other · DOL Form 5500 · 2023
University of Miami Retirement Plan
Data updated 2026-08-25
- $758M
- Total assets Above avg plan size
- 1,918
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $395,200
- Avg per participant High balance/head
Official DOL plan name: University of Miami Supplemental Retirement Annuity Program · Sponsored by University of Miami · Florida · Educational Services
$758M in assets, 1,918 participants
University of Miami's University of Miami Supplemental Retirement Annuity Program reported $758M in total assets and 1,918 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #3,641 in Educational Services (3,735 peers)
Coverage in Florida
University of Miami Supplemental Retirement Annuity Program covers 1,918 participants in Florida, 3.1x the typical Florida plan (state average ~628 per filing). Assets: $758M.
- #3,641
- in Educational Services (3,735 peers)
- +10.0%
- assets growth YoY
- 7.6×
- vs typical plan assets (national mean)
University of Miami Supplemental Retirement Annuity Program's outsized position by total assets
University of Miami Supplemental Retirement Annuity Program vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$757,993,231 Top 2% higher than 98% 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 Supplemental Retirement Annuity Program'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 Miami Supplemental Retirement Annuity Program lands in the large band (1,918 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- University of Miami Supplemental Retirement Annuity Program reported net income rose from -$147M in the plan year 2022 filing to $69M in the plan year 2023 filing.
- University of Miami Supplemental Retirement Annuity Program reported participants fell from 2,383 in the plan year 2022 filing to 1,918 in the plan year 2023 filing.
- University of Miami Supplemental Retirement Annuity Program end-of-year assets rose from $689M in the plan year 2022 filing to $758M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 590624458 · University of Miami PY 2023 · Other
University of Miami Supplemental Retirement Annuity Program · $758M · 1,918 · 98th
- VS-ST $758M
- BOY 1,918
- SCH 98th
- EBSA Other
- PART near The Rockefeller University Retirement Plan
- TYPE ind #3641
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 Supplemental Retirement Annuity Program in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $689M |
|---|---|
| Net Assets (End of Year) | $758M |
| Net Income | $69M |
| Employer EIN | 590624458 |
| Plan Effective Date | 1975-01-01 |
| 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
University of Miami Supplemental Retirement Annuity Program's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is The Rockefeller University Retirement Plan in NY ($761M); by covered participants it is Kingman Regional Medical Center Employee Retirement Plan in AZ (1,914 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($758M here).
- The Rockefeller University Retirement Plan (NY) $761M · 1,330
- Nationwide Children's Hospital Inc 403(b) Tax Sheltered Annuity Plan (OH) $754M · 10,060
- William Marsh Rice University Supplemental 403(b) Plan (TX) $764M · 5,345
- Summa Health 403(b) Retirement Savings Plan (OH) $768M · 4,948
Similar participant headcount
Nearest other-state filings by covered participants (1,918 participants); asset peers above are excluded.
- Kingman Regional Medical Center Employee Retirement Plan (AZ) 1,914 · 4 off
- St. Francis Health Services of Morris Tax Deferred Annuity Plan (MN) 1,912 · 6 off
- Suburban Hospital, Inc. 403(b) Savings Plan (MD) 1,910 · 8 off
- Lehigh University Retirement Plan (PA) 1,928 · 10 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.