Other · DOL Form 5500 · 2024
Umh Management Services Corp. Retirement Plan
Data updated 2026-08-25
- $25M
- Total assets Small plan by assets
- 835
- Participants Near avg headcount
- 74th
- Percentile by assets National rank
- $29,752
- Avg per participant Low balance/head
Official DOL plan name: United Methodist Homes 403 B Plan · Sponsored by Umh Management Services Corp. · New York · Healthcare & Social Assistance
$25M in assets, 835 participants
Umh Management Services Corp.'s United Methodist Homes 403 B Plan reported $25M in total assets and 835 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #13,220 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
United Methodist Homes 403 B Plan holds $25M for 835 participants - about $29,752 per participant, above the median plan by assets.
- #13,220
- in Healthcare & Social Assistance (16,916 peers)
- -4.9%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
United Methodist Homes 403 B Plan's outsized position by total assets
United Methodist Homes 403 B Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$24,843,097 Top 26% higher than 74% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
United Methodist Homes 403 B Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Methodist Homes 403 B Plan sits mid-pack in the medium band (835 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- United Methodist Homes 403 B Plan reported net income fell from $1M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- United Methodist Homes 403 B Plan reported participants fell from 880 in the plan year 2023 filing to 835 in the plan year 2024 filing.
- United Methodist Homes 403 B Plan end-of-year assets fell from $26M in the plan year 2023 filing to $25M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 161486032 · Umh Management Services Corp. PY 2024 · Other
United Methodist Homes 403 B Plan · $25M · 835 · 74th
- EBSA $25M
- PART 835
- TYPE 74th
- NET Other
- BOOK near Foothill Family Service 403b Plan
- VS-ST ind #13220
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 New York →
United Methodist Homes 403 B Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | -$1M |
| Employer EIN | 161486032 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Umh Management Services Corp.)
Sponsor-wide plan assets over time
All Umh Management Services Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 0.7598871616000465% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 905 | $25M |
| 2023 | 1 | 880 | $26M |
| 2024 | 1 | 835 | $25M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
United Methodist Homes 403 B Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Foothill Family Service 403b Plan in CA ($25M); by covered participants it is Hospital & Medical Foundation of Paris, Inc. Tax Deferred Annuity Plan in IL (836 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Foothill Family Service 403b Plan (CA) $25M · 291
- Horizon House 403(b) Retirement Plan (PA) $25M · 910
- Community Systems, Inc. Contributory 403 (B) Plan (MA) $25M · 1,096
- Coe-Brown Northwood Academy Tax-Deferred Annuity Plan (NH) $25M · 148
Similar participant headcount
Nearest other-state filings by covered participants (835 participants); asset peers above are excluded.
- Hospital & Medical Foundation of Paris, Inc. Tax Deferred Annuity Plan (IL) 836 · 1 off
- 401(k) Profit Sharing Plan for Employees of Jipc Management, Inc. (CA) 837 · 2 off
- Ridgecrest Regional Hospital Special Contributory Tsa Pension Plan (CA) 838 · 3 off
- Ascension Healthcare Legacy ERISA 403(b) Plan (MO) 840 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.