Other · DOL Form 5500 · 2023
University of Maryland Medical System Corporation Retirement Plan
Data updated 2026-08-11
- $733M
- Total assets
- 5,847
- Participants
- 98th
- Percentile by assets
- $125,429
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $733M
- total plan assets (2023 EOY)
- 5,847
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $125,429
- avg assets per participant
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.
Participants vs Maryland filers
In Maryland, the average filing covers about 929 participants across 2,484 plans. Umms Voluntary 403(b) Plan reports 5,847 participants - 6.3x that state average ($733M EOY assets).
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)
| 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.
Umms Voluntary 403(b) Plan vs. nearby Other plans in Maryland, assets vs. participants
- 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)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Umms Voluntary 403(b) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Umms Voluntary 403(b) Plan assets move in 2023? ▼
How have University of Maryland Medical System Corporation plan assets changed over time? ▼
Where does Umms Voluntary 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Umms Voluntary 403(b) Plan? ▼
Next read for Umms Voluntary 403(b) Plan
Filing takeaways
Ways to act on Umms Voluntary 403(b) Plan's numbers.
- By total assets, Umms Voluntary 403(b) Plan 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 Maryland. Compare plans
- University of Maryland Medical System Corporation's sponsor-wide assets have grown 18.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans