Other · DOL Form 5500 · 2023

University of Miami Retirement Plan

Data updated 2026-08-25

$174M
Total assets Near avg plan size
1,531
Participants Near avg headcount
94th
Percentile by assets National rank
$113,383
Avg per participant Below avg balance/head
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Official DOL plan name: University of Miami Retirement Savings Plan II · Sponsored by University of Miami · Florida · Educational Services

$174M in assets, 1,531 participants

University of Miami's University of Miami Retirement Savings Plan II reported $174M in total assets and 1,531 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,369 in Educational Services (3,735 peers)

Coverage in Florida

University of Miami Retirement Savings Plan II covers 1,531 participants in Florida, 2.4x the typical Florida plan (state average ~628 per filing). Assets: $174M.

#3,369
in Educational Services (3,735 peers)
+19.2%
assets growth YoY
1.7×
vs typical plan assets (national mean)

University of Miami Retirement Savings Plan II's outsized position by total assets

University of Miami Retirement Savings Plan II vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$173,589,096 Top 6% higher than 94% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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 II'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 Retirement Savings Plan II lands in the large band (1,531 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • University of Miami Retirement Savings Plan II reported net income rose from -$23M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • University of Miami Retirement Savings Plan II end-of-year assets rose from $146M in the plan year 2022 filing to $174M in the plan year 2023 filing.
  • University of Miami Retirement Savings Plan II reported participants fell from 1,724 in the plan year 2022 filing to 1,531 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 590624458 · University of Miami PY 2023 · Other

University of Miami Retirement Savings Plan II · $174M · 1,531 · 94th

  • SCH $174M
  • SCH 1,531
  • SCH 94th
  • SCH Other
  • SCH near Shs 403(b) Plan
  • SCH ind #3369

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 II in the asset neighbourhood

Riverside Healthcare 403(b) Retirement PlanRiverside Healthcare 403(b) …$176MTidelands Health 403(b) Retirement Savings PlanTidelands Health 403(b) Reti…$176MAntioch University Defined Contribution and Tax Deferred Annuity Plan for Administrative Associate , Administrative and Faculty EmployeesAntioch University Defined C…$174MShs 403(b) Plan$174MUniversity of Miami Retirement Savings Plan IIUniversity of Miami Retireme…$174M
End-of-year total assets ($M) among University of Miami Retirement Savings Plan II and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$146M
Net Assets (End of Year)$174M
Net Income$28M
Employer EIN590624458
Plan Effective Date2008-01-01
Filing StatusFILING 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
$3.5B$4B$4.5B$5B$5.5B 202220232024 $3.86B $5.01B ▲ +29.8%
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 Retirement Savings Plan II vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 00.511.522.5 Total assets ($B) Participants University of Miami Retirement Savings Plan II, Total assets ($B): 0.173589096 · Participants: 1531University of Miami Retirement Savings Plan IIBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.330892261 · Participants: 25214Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.720804746 · Participants: 12683University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.55865765 · Participants: 26087Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.145895297 · Participants: 972Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.13466821 · Participants: 8505The Nemours Foundation Section 403(b) Plan
University of Miami Retirement Savings Plan II vs. nearby Other plans in Florida, assets vs. participants
Compare University of Miami Retirement Savings Plan II side-by-side with 3 peers →

University of Miami Retirement Savings Plan II's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Shs 403(b) Plan in PA ($174M); by covered participants it is Loyola University Maryland Retirement Plan in MD (1,538 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,531 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.

Frequently Asked Questions

How did University of Miami Retirement Savings Plan II assets move in 2023? ▼
University of Miami Retirement Savings Plan II grew sharply - up 19.2% during 2023, from $146M to $174M. Reported net income was $28M.
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 Retirement Savings Plan II rank by assets among Form 5500 filers? ▼
University of Miami Retirement Savings Plan II ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to University of Miami Retirement Savings Plan II? ▼
Among Other plans in other states, the closest by assets is Shs 403(b) Plan in PA ($174M, 1,533 participants).
Which Other plans cover a similar participant headcount to University of Miami Retirement Savings Plan II? ▼
Among Other plans in other states, the closest by covered participants is Loyola University Maryland Retirement Plan in MD (1,538 participants, $406M in assets).

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.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.