Other · DOL Form 5500 · 2023
University of Maryland Medical System Corporation Retirement Plan
Data updated 2026-08-25
- $733M
- Total assets Above avg plan size
- 5,847
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $125,429
- Avg per participant Near avg balance/head
Official DOL plan name: Umms Voluntary 403(b) Plan · Sponsored by University of Maryland Medical System Corporation · Maryland · Healthcare & Social Assistance
$733M in assets, 5,847 participants
University of Maryland Medical System Corporation's Umms Voluntary 403(b) Plan reported $733M in total assets and 5,847 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.
- #17,390 in Healthcare & Social Assistance (17,684 peers)
Coverage in Maryland
Umms Voluntary 403(b) Plan covers 5,847 participants in Maryland, 6.3x the typical Maryland plan (state average ~929 per filing). Assets: $733M.
- #17,390
- in Healthcare & Social Assistance (17,684 peers)
- +8.9%
- assets growth YoY
- 7.4×
- vs typical plan assets (national mean)
Umms Voluntary 403(b) Plan's outsized position by total assets
Umms Voluntary 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$733,382,044 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
Umms Voluntary 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. Umms Voluntary 403(b) Plan lands in the large band (5,847 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Umms Voluntary 403(b) Plan reported net income rose from -$180M in the plan year 2022 filing to $98M in the plan year 2023 filing.
- Umms Voluntary 403(b) Plan end-of-year assets rose from $673M in the plan year 2022 filing to $733M in the plan year 2023 filing.
- Umms Voluntary 403(b) Plan reported participants fell from 6,289 in the plan year 2022 filing to 5,847 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 521362793 · University of Maryland Medical System Corporation PY 2023 · Other
Umms Voluntary 403(b) Plan · $733M · 5,847 · 98th
- EBSA $733M
- EBSA 5,847
- EBSA 98th
- EBSA Other
- EBSA near Dana-Farber Cancer Institute Tax Deferred Annuity Plan
- EBSA ind #17390
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 Maryland →
Umms Voluntary 403(b) Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $673M |
|---|---|
| Net Assets (End of Year) | $733M |
| Net Income | $98M |
| Employer EIN | 521362793 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Maryland Medical System Corporation)
Sponsor-wide plan assets over time
All University of Maryland Medical System Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.3B 18.730400127903586% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 7 | 36,724 | $1.9B |
| 2023 | 8 | 36,780 | $2.2B |
| 2024 | 9 | 34,534 | $2.3B |
Nearby Other Plans in Maryland
Peer Other plans, same state, same plan type, ranked by total assets.
- Johns Hopkins University 403(b) Plan $7.8B · 25,369
- Medstar Health, Inc. Retirement Savings Plan $3.0B · 31,642
- The Johns Hopkins University Applied Physics Laboratory Pension Plan B $2.7B · 9,305
- Howard Hughes Medical Institute Retirement Savings Plan $1.8B · 2,154
- Johns Hopkins Health System Corporation 403(b) Plan $1.4B · 17,639
Scale composition for Umms Voluntary 403(b) Plan
Umms Voluntary 403(b) Plan reports $733M in end-of-year assets across 5,847 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $125,429 per participant (91% of the national average assets-per-participant) . Net income for plan year 2023 was $98M.
This plan identity (EIN 521362793, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $673M to $793M (+17.8%) while covered participants moved from 6,289 to 5,024 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,289 | $673M | Open filing |
| 2023 | 5,847 | $733M | This page |
| 2024 · index core | 5,024 | $793M | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Umms Voluntary 403(b) Plan (Other, $793M, 5,024 participants)
- University of Maryland Medical System 403(b) Retirement Savings Plan (Profit Sharing, $730M, 19,560 participants)
- University of Maryland Medical System 401(a) Defined Contribution Plan (Profit Sharing, $515M, 6,423 participants)
- University of Maryland Medical System Corporation Pension Plan (Defined Benefit (Pension), $157M, 1,532 participants)
Umms Voluntary 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is Dana-Farber Cancer Institute Tax Deferred Annuity Plan in MA ($735M); by covered participants it is Children's Hospital and Health System Shared Retirement Savings Plan in WI (5,798 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($733M here).
- Dana-Farber Cancer Institute Tax Deferred Annuity Plan (MA) $735M · 6,758
- Sri International Retirement Savings Plan (CA) $731M · 1,545
- Mercy Health Corporation Employees Retirement Plan (IL) $737M · 7,387
- City of Hope National Medical Center Tax-Deferred Annuity Plan (CA) $729M · 8,760
Similar participant headcount
Nearest other-state filings by covered participants (5,847 participants); asset peers above are excluded.
- Children's Hospital and Health System Shared Retirement Savings Plan (WI) 5,798 · 49 off
- Appalachian Regional Healthcare, Inc. Thrift Plan (KY) 5,921 · 74 off
- Medisys Health Network, Inc. 403(b) Plan (NY) 5,742 · 105 off
- Capital Health System Retirement Savings & Investment Plan (NJ) 5,717 · 130 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.