Other · DOL Form 5500 · 2023
United Methodist Retirement Communities, Inc. Retirement Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 1,193
- Participants Near avg headcount
- 78th
- Percentile by assets National rank
- $22,934
- Avg per participant Low balance/head
Official DOL plan name: Brio Living Services 403(b) Plan · Sponsored by United Methodist Retirement Communities, Inc. · Michigan · Healthcare & Social Assistance
$27M in assets, 1,193 participants
United Methodist Retirement Communities, Inc.'s Brio Living Services 403(b) Plan reported $27M in total assets and 1,193 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #14,375 in Healthcare & Social Assistance (17,684 peers)
Where Brio Living Services 403(b) Plan sits by assets
Brio Living Services 403(b) Plan sits in the top quartile of all filed plans by assets, $27M for 1,193 participants (~$22,934/participant), up 28.4% in 2023.
- #14,375
- in Healthcare & Social Assistance (17,684 peers)
- +28.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Brio Living Services 403(b) Plan's outsized position by total assets
Brio Living Services 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,360,562 Top 22% higher than 78% 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
Brio Living Services 403(b) 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. Brio Living Services 403(b) Plan lands in the large band (1,193 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Brio Living Services 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Brio Living Services 403(b) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- Brio Living Services 403(b) Plan reported participants rose from 1,183 in the plan year 2022 filing to 1,193 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 381366908 · United Methodist Retirement Communities, Inc. PY 2023 · Other
Brio Living Services 403(b) Plan · $27M · 1,193 · 78th
- SCH $27M
- EBSA 1,193
- PART 78th
- TYPE Other
- NET near William Penn University 403(b) DC Plan
- BOOK ind #14375
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 Healthcare & Social Assistance retirement plans → · Plans in Michigan →
Brio Living Services 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $6M |
| Employer EIN | 381366908 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Methodist Retirement Communities, Inc.)
Sponsor-wide plan assets over time
All United Methodist Retirement Communities, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 50.92015105894189% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,183 | $21M |
| 2023 | 1 | 1,193 | $27M |
| 2024 | 1 | 1,321 | $32M |
Nearby Other Plans in Michigan
Peer Other plans, same state, same plan type, ranked by total assets.
- Fca US LLC Salaried Employees' Savings Plan $4.8B · 16,630
- Fca US LLC UAW Savings Plan $4.7B · 49,473
- Beaumont Health 403(b) Retirement Savings Plan $2.6B · 33,717
- Henry Ford Health System Heritage 403(b) Plan $1.3B · 15,298
- Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan $1.0B · 8,357
Brio Living Services 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is William Penn University 403(b) DC Plan in IA ($27M); by covered participants it is Teach for America, Inc. 403(b) Retirement Plan in NY (1,193 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- William Penn University 403(b) DC Plan (IA) $27M · 155
- Old Dominion University Research Foundation Tax-Sheltered Retirement Plan (VA) $27M · 1,075
- National Baseball Hall of Fame and Museum Inc. Retirement Plan (NY) $27M · 81
- 401(k) Profit-Sharing Plan for Workforce Business Services, Inc. (FL) $27M · 1,037
Similar participant headcount
Nearest other-state filings by covered participants (1,193 participants); asset peers above are excluded.
- Teach for America, Inc. 403(b) Retirement Plan (NY) 1,193 · 0 off
- Unity Health 403(b) Retirement Plan (AR) 1,191 · 2 off
- Ablelight, Inc. 403(b) Plan (WI) 1,191 · 2 off
- Institute for Defense Analyses Qualified Retirement Plan (VA) 1,191 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.