Defined Benefit (Pension) · DOL Form 5500 · 2023
University of Miami Pension Plan
Data updated 2026-08-25
- $578M
- Total assets Above avg plan size
- 2,051
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $281,957
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan for Employees of the Univ of Miami · Sponsored by University of Miami · Florida · Educational Services
$578M in assets, 2,051 participants
University of Miami's Retirement Plan for Employees of the Univ of Miami reported $578M in total assets and 2,051 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.
- #3,617 in Educational Services (3,735 peers)
Coverage in Florida
Retirement Plan for Employees of the Univ of Miami covers 2,051 participants in Florida, 3.3x the typical Florida plan (state average ~628 per filing). Assets: $578M.
- #3,617
- in Educational Services (3,735 peers)
- -1.1%
- assets change YoY
- 5.8×
- vs typical plan assets (national mean)
Retirement Plan for Employees of the Univ of Miami's outsized position by total assets
Retirement Plan for Employees of the Univ of Miami vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$578,294,500 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
Retirement Plan for Employees of the Univ of Miami'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. Retirement Plan for Employees of the Univ of Miami lands in the large band (2,051 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Plan for Employees of the Univ of Miami reported net income rose from -$60M in the plan year 2022 filing to $350K in the plan year 2023 filing.
- Retirement Plan for Employees of the Univ of Miami reported participants fell from 2,188 in the plan year 2022 filing to 2,051 in the plan year 2023 filing.
- Retirement Plan for Employees of the Univ of Miami end-of-year assets fell from $584M in the plan year 2022 filing to $578M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 590624458 · University of Miami PY 2023 · Defined Benefit (Pension)
Retirement Plan for Employees of the Univ of Miami · $578M · 2,051 · 98th
- EIN $578M
- RANK 2,051
- PHOTO 98th
- IND Defined Benefit (Pension)
- EOY near Graphic Arts Industry Joint Pension Trust
- 5500 ind #3617
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 Florida →
Retirement Plan for Employees of the Univ of Miami in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $584M |
|---|---|
| Net Assets (End of Year) | $568M |
| Net Income | $350K |
| Employer EIN | 590624458 |
| Plan Effective Date | 1963-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Miami)
Sponsor-wide plan assets over time
All University of Miami plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.0B 29.829112256582217% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 6 | 22,506 | $3.9B |
| 2023 | 6 | 23,549 | $4.4B |
| 2024 | 6 | 25,019 | $5.0B |
Nearby Defined Benefit (Pension) Plans in Florida
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- L3harris Technologies Consolidated Pension Plan $7.7B · 4,676
- Nextera Energy, Inc. Employee Pension Plan $5.1B · 13,121
- Csx Pension Plan $2.4B · 2,446
- Retirement Accumulation Plan for Partners of Pwc $2.2B · 3,967
- Retirement Benefit Accumulation Plan for Employees of Pwc $1.9B · 5,514
Retirement Plan for Employees of the Univ of Miami's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Florida, the nearest Defined Benefit (Pension) by assets is Graphic Arts Industry Joint Pension Trust in VA ($576M); by covered participants it is New York University Staff Pension Plan for Non-Contributory in NY (2,051 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($578M here).
- Graphic Arts Industry Joint Pension Trust (VA) $576M · 537
- Anheuser-Busch Defined Benefit Plan (MO) $582M · 1,724
- Pamcah-Ua Local 675 Pension Plan (HI) $575M · 1,505
- Construction Industry and Laborers Joint Pension Trust for So Nevada, Plan a (NV) $582M · 2,630
Similar participant headcount
Nearest other-state filings by covered participants (2,051 participants); asset peers above are excluded.
- New York University Staff Pension Plan for Non-Contributory (NY) 2,051 · 0 off
- Oakwood Healthcare, Inc. Cash Balance Plan (MI) 2,052 · 1 off
- Roofers Pension Fund (IL) 2,046 · 5 off
- Retirement Plan for Draper Employees (MA) 2,046 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.