Other · DOL Form 5500 · 2023
Umass Memorial Health Care, Inc. Retirement Plan
Data updated 2026-08-25
- $585M
- Total assets Above avg plan size
- 4,093
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $142,854
- Avg per participant Near avg balance/head
Official DOL plan name: Umass Memorial Health Care 403(b) Plan · Sponsored by Umass Memorial Health Care, Inc. · Massachusetts · Healthcare & Social Assistance
$585M in assets, 4,093 participants
Umass Memorial Health Care, Inc.'s Umass Memorial Health Care 403(b) Plan reported $585M in total assets and 4,093 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.
- #17,304 in Healthcare & Social Assistance (17,684 peers)
Coverage in Massachusetts
Umass Memorial Health Care 403(b) Plan covers 4,093 participants in Massachusetts, 6.2x the typical Massachusetts plan (state average ~659 per filing). Assets: $585M.
- #17,304
- in Healthcare & Social Assistance (17,684 peers)
- +19.0%
- assets growth YoY
- 5.9×
- vs typical plan assets (national mean)
Umass Memorial Health Care 403(b) Plan's outsized position by total assets
Umass Memorial Health Care 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$584,701,265 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
Umass Memorial Health Care 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. Umass Memorial Health Care 403(b) Plan lands in the large band (4,093 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Umass Memorial Health Care 403(b) Plan reported net income rose from -$82M in the plan year 2022 filing to $94M in the plan year 2023 filing.
- Umass Memorial Health Care 403(b) Plan reported participants rose from 2,872 in the plan year 2022 filing to 4,093 in the plan year 2023 filing.
- Umass Memorial Health Care 403(b) Plan end-of-year assets rose from $491M in the plan year 2022 filing to $585M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 043358566 · Umass Memorial Health Care, Inc. PY 2023 · Other
Umass Memorial Health Care 403(b) Plan · $585M · 4,093 · 98th
- PART $585M
- TYPE 4,093
- NET 98th
- BOOK Other
- VS-ST near Roper St. Francis Healthcare 403(b) Plan
- BOY ind #17304
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 Massachusetts →
Umass Memorial Health Care 403(b) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $491M |
|---|---|
| Net Assets (End of Year) | $585M |
| Net Income | $94M |
| Employer EIN | 043358566 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Umass Memorial Health Care, Inc.)
Sponsor-wide plan assets over time
All Umass Memorial Health Care, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.4B 3.889211676403325% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 20,753 | $3.5B |
| 2023 | 3 | 24,923 | $3.1B |
| 2024 | 3 | 27,254 | $3.4B |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
Umass Memorial Health Care 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Roper St. Francis Healthcare 403(b) Plan in SC ($583M); by covered participants it is Phoebe Putney Health System 403(b) Deferred Savings Plan in GA (4,103 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($585M here).
- Roper St. Francis Healthcare 403(b) Plan (SC) $583M · 5,979
- Baylor Scott & White Health 403(b) Savings Plan (TX) $580M · 5,360
- Iaicu Multiple Employer Plan (IA) $593M · 2,396
- Pepperdine University Retirement Plan (CA) $576M · 1,777
Similar participant headcount
Nearest other-state filings by covered participants (4,093 participants); asset peers above are excluded.
- Phoebe Putney Health System 403(b) Deferred Savings Plan (GA) 4,103 · 10 off
- Excela Health 403(b) Retirement Plan (PA) 4,063 · 30 off
- Duquesne University 403(b) Defined Contribution Retirement Plan (PA) 4,061 · 32 off
- Highland Retirement Plan (NY) 4,128 · 35 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.