Other · DOL Form 5500 · 2024
University of Miami Retirement Plan
Data updated 2026-08-25
- $128M
- Total assets Near avg plan size
- 5,930
- Participants Above avg headcount
- 92nd
- Percentile by assets National rank
- $21,598
- Avg per participant Low balance/head
Official DOL plan name: Retirement Savings Plan III · Sponsored by University of Miami · Florida · Educational Services
$128M in assets, 5,930 participants
University of Miami's Retirement Savings Plan III reported $128M in total assets and 5,930 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #3,140 in Educational Services (3,638 peers)
Coverage in Florida
Retirement Savings Plan III covers 5,930 participants in Florida, 9.4x the typical Florida plan (state average ~628 per filing). Assets: $128M.
- #3,140
- in Educational Services (3,638 peers)
- +92.6%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Retirement Savings Plan III's outsized position by total assets
Retirement Savings Plan III vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$128,073,950 Top 8% higher than 92% 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
Retirement Savings Plan III's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Savings Plan III lands in the large band (5,930 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Savings Plan III end-of-year assets rose from $67M in the plan year 2023 filing to $128M in the plan year 2024 filing.
- Retirement Savings Plan III reported net income rose from $37M in the plan year 2023 filing to $62M in the plan year 2024 filing.
- Retirement Savings Plan III reported participants rose from 4,394 in the plan year 2023 filing to 5,930 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 590624458 · University of Miami PY 2024 · Other
Retirement Savings Plan III · $128M · 5,930 · 92nd
- IND $128M
- IND 5,930
- IND 92nd
- IND Other
- IND near Cassia 403(b) Retirement Plan
- IND ind #3140
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 Savings Plan III in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $67M |
|---|---|
| Net Assets (End of Year) | $128M |
| Net Income | $62M |
| Employer EIN | 590624458 |
| Plan Effective Date | 2020-01-01 |
| 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 Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.7B · 26,141
- University of Miami Retirement Savings Plan $2.1B · 12,711
- Orlando Health Retirement Savings Plan 403b $1.9B · 27,987
- The Nemours Foundation Section 403(b) Plan $1.3B · 9,064
- Lee Health System 403(b) Retirement Plan $1.3B · 16,909
Scale composition for Retirement Savings Plan III
Retirement Savings Plan III reports $128M in end-of-year assets across 5,930 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $21,598 per participant (16% of the national average assets-per-participant) . Net income for plan year 2024 was $62M.
This plan identity (EIN 590624458, plan #007) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $29M to $128M (+334.4%) while covered participants moved from 2,898 to 5,930 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 2,898 | $29M | Open filing |
| 2023 | 4,394 | $67M | Open filing |
| 2024 · index core | 5,930 | $128M | This page |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- University of Miami Retirement Savings Plan (Other, $2.1B, 12,711 participants)
- Defined Contribution Retirement Plan for Faculty of the University of Miami (Other, $1.2B, 928 participants)
- University of Miami Supplemental Retirement Annuity Program (Other, $810M, 2,117 participants)
- Retirement Plan for Employees of the Univ of Miami (Defined Benefit (Pension), $567M, 1,919 participants)
Retirement Savings Plan III's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Cassia 403(b) Retirement Plan in MN ($128M); by covered participants it is Firsthealth of the Carolinas, Inc. Matching Savings Plan in NC (5,933 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($128M here).
- Cassia 403(b) Retirement Plan (MN) $128M · 3,983
- Saint Francis University Retirement Plan (PA) $128M · 483
- Einstein Medical Center Montgomery Retirement Savings Plan (PA) $128M · 2,419
- The Blake School Defined Contribution Plan (MN) $127M · 343
Similar participant headcount
Nearest other-state filings by covered participants (5,930 participants); asset peers above are excluded.
- Firsthealth of the Carolinas, Inc. Matching Savings Plan (NC) 5,933 · 3 off
- Appalachian Regional Healthcare, Inc. Thrift Plan (KY) 5,919 · 11 off
- Rady Children's Hospital- San Diego 403(b) Plan (CA) 5,957 · 27 off
- Tcwglobal 401(k) Plan (CA) 5,961 · 31 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.