Other · DOL Form 5500 · 2023

University of Miami Retirement Plan

Data updated 2026-08-11

$758M
Total assets: 1,918
Participants: 98th
Percentile by assets: $395,200
Avg per participant

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.

98th percentile by assets (of 127,072 plans)
#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.

$758M
total plan assets (2023 EOY): 1,918
covered participants: 98th
percentile by assets (of 127,072 plans): $395,200
avg assets per participant

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.

See the national 2022→2023 release diff →

State

Florida

Industry

Educational Services

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. University of Miami Supplemental Retirement Annuity Program reports 1,918 participants - 3.1x that state average ($758M EOY assets).

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)

Total plan assets by year, all University of Miami plans on file

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.

University of Miami Supplemental Retirement Annuity Program vs. nearby Other plans in Florida, assets vs. participants

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

Compare University of Miami Supplemental Retirem… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to University of Miami Supplemental Retirement Annuity Program by total assets, not by location.

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

Frequently Asked Questions

How did University of Miami Supplemental Retirement Annuity Program assets move in 2023? ▼

University of Miami Supplemental Retirement Annuity Program grew at a solid clip - up 10.0% during 2023, from $689M to $758M. Reported net income was $69M.

How have University of Miami plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), University of Miami's sponsor-wide assets grew 29.8%, from $3.9B to $5.0B.

Where does University of Miami Supplemental Retirement Annuity Program rank by assets among Form 5500 filers? ▼

University of Miami Supplemental Retirement Annuity Program ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which Other plans are similar in size to University of Miami Supplemental Retirement Annuity Program? ▼

Among Other plans in other states, the closest by assets is The Rockefeller University Retirement Plan in NY ($761M, 1,330 participants).

Next read for University of Miami Supplemental Retirem…

Filing takeaways

Ways to act on University of Miami Supplemental Retirement Annuity Program's numbers.

By total assets, University of Miami Supplemental Retirement Annuity Program ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Florida. Compare plans
University of Miami's sponsor-wide assets have grown 29.8% since 2022 across 3 plan years on file. More Educational Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 590624458.