Other · DOL Form 5500 · 2023

University of New England Retirement Plan

Data updated 2026-08-25

$227M
Total assets Near avg plan size
1,077
Participants Near avg headcount
95th
Percentile by assets National rank
$210,646
Avg per participant Above avg balance/head
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Official DOL plan name: University of New England Defined Contribution Plan · Sponsored by University of New England · Maine · Educational Services

$227M in assets, 1,077 participants

University of New England's University of New England Defined Contribution Plan reported $227M in total assets and 1,077 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,443 in Educational Services (3,735 peers)

Coverage in Maine

University of New England Defined Contribution Plan covers 1,077 participants in Maine, 2.3x the typical Maine plan (state average ~472 per filing). Assets: $227M.

#3,443
in Educational Services (3,735 peers)
+14.9%
assets growth YoY
2.3×
vs typical plan assets (national mean)

University of New England Defined Contribution Plan's outsized position by total assets

University of New England Defined Contribution Plan vs every filed plan by assets

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

$226,866,202 Top 5% higher than 95% 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 New England Defined Contribution Plan'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 New England Defined Contribution Plan lands in the large band (1,077 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • University of New England Defined Contribution Plan reported net income rose from -$42M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • University of New England Defined Contribution Plan end-of-year assets rose from $197M in the plan year 2022 filing to $227M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 010211810 · University of New England PY 2023 · Other

University of New England Defined Contribution Plan · $227M · 1,077 · 95th

  • PCT $227M
  • EIN 1,077
  • RANK 95th
  • PHOTO Other
  • IND near Southern New Hampshire Medical Center 403(b) Retirement Savings Plus Plan
  • EOY ind #3443

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 Maine →

University of New England Defined Contribution Plan in the asset neighbourhood

Wheaton College Retirement PlanWheaton College Retirement P…$228MCamc Health System, Inc. Retirement Savings PlanCamc Health System, Inc. Ret…$228MAmerican Association for the Advancement of Science Defined Contribution PlanAmerican Association for the…$228MUniversity of New England Defined Contribution PlanUniversity of New England De…$227MSouthern New Hampshire Medical Center 403(b) Retirement Savings Plus PlanSouthern New Hampshire Medic…$227M
End-of-year total assets ($M) among University of New England Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Maine filing particulars

Total Assets (Beginning of Year)$197M
Net Assets (End of Year)$227M
Net Income$29M
Employer EIN010211810
Plan Effective Date1972-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of New England)

Sponsor-wide plan assets over time

All University of New England plans reported in each filing year

Latest sponsor-wide plan assets
$249M 26.016604951514154% vs 2022
2024 filing year
$180M$200M$220M$240M$260M 202220232024 $197M $249M ▲ +26.0%
Year Plans Participants Total Assets
2022 1 1,071 $197M
2023 1 1,077 $227M
2024 1 1,126 $249M

Nearby Other Plans in Maine

Peer Other plans, same state, same plan type, ranked by total assets.

University of New England Defined Contribution Plan vs. nearby Other plans in Maine, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 00.511.522.5 Total assets ($B) Participants University of New England Defined Contribution Plan, Total assets ($B): 0.226866202 · Participants: 1077University of New England Defined Contribution PlanMainehealth 403(b) Retirement Plan, Total assets ($B): 2.133663491 · Participants: 22008Mainehealth 403(b) Retirement PlanNorthern Light Health Retirement Partnership 403(b) Plan, Total assets ($B): 1.066585695 · Participants: 12015Northern Light Health Retirement Partnership 403(b) PlanJax 403(b) Retirement Plan, Total assets ($B): 0.525518776 · Participants: 2592Jax 403(b) Retirement PlanMainegeneral Health 403(b) Retirement Plan, Total assets ($B): 0.371658055 · Participants: 4570Mainegeneral Health 403(b) Retirement PlanColby College Retirement Plan, Total assets ($B): 0.277945567 · Participants: 916Colby College Retirement Plan
University of New England Defined Contribution Plan vs. nearby Other plans in Maine, assets vs. participants
Compare University of New England Defined Contribution Plan side-by-side with 3 peers →

University of New England Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Maine, the nearest Other by assets is Southern New Hampshire Medical Center 403(b) Retirement Savings Plus Plan in NH ($227M); by covered participants it is The Harker School 403(b) Tax-Deferred Annuity Plan in CA (1,077 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,077 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 New England Defined Contribution Plan assets move in 2023? ▼
University of New England Defined Contribution Plan grew at a solid clip - up 14.9% during 2023, from $197M to $227M. Reported net income was $29M.
How have University of New England plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of New England's sponsor-wide assets grew 26.0%, from $197M to $249M.
Where does University of New England Defined Contribution Plan rank by assets among Form 5500 filers? ▼
University of New England Defined Contribution Plan ranks in the 95th 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 New England Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Southern New Hampshire Medical Center 403(b) Retirement Savings Plus Plan in NH ($227M, 2,195 participants).
Which Other plans cover a similar participant headcount to University of New England Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is The Harker School 403(b) Tax-Deferred Annuity Plan in CA (1,077 participants, $60M 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 010211810.

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.