Other · DOL Form 5500 · 2024

University of Miami Retirement Plan

Data updated 2026-08-25

$195M
Total assets Near avg plan size
1,414
Participants Near avg headcount
94th
Percentile by assets National rank
$137,873
Avg per participant Near avg balance/head
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Official DOL plan name: University of Miami Retirement Savings Plan II · Sponsored by University of Miami · Florida · Educational Services

$195M in assets, 1,414 participants

University of Miami's University of Miami Retirement Savings Plan II reported $195M in total assets and 1,414 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,282 in Educational Services (3,638 peers)

Coverage in Florida

University of Miami Retirement Savings Plan II covers 1,414 participants in Florida, 2.3x the typical Florida plan (state average ~628 per filing). Assets: $195M.

#3,282
in Educational Services (3,638 peers)
+12.3%
assets growth YoY
2.0×
vs typical plan assets (national mean)

University of Miami Retirement Savings Plan II's outsized position by total assets

University of Miami Retirement Savings Plan II vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$194,952,952 Top 6% higher than 94% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

University of Miami Retirement Savings Plan II'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. University of Miami Retirement Savings Plan II lands in the large band (1,414 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • University of Miami Retirement Savings Plan II reported net income fell from $28M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • University of Miami Retirement Savings Plan II end-of-year assets rose from $174M in the plan year 2023 filing to $195M in the plan year 2024 filing.
  • University of Miami Retirement Savings Plan II reported participants fell from 1,531 in the plan year 2023 filing to 1,414 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 590624458 · University of Miami PY 2024 · Other

University of Miami Retirement Savings Plan II · $195M · 1,414 · 94th

  • EIN $195M
  • RANK 1,414
  • PHOTO 94th
  • IND Other
  • EOY near Ohio Wesleyan University Defined Contribution Retirement Plan and Tax-Deferred Annuity Plan
  • 5500 ind #3282

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 →

University of Miami Retirement Savings Plan II in the asset neighbourhood

Lesley University Retirement PlanLesley University Retirement…$196MRiverside Healthcare 403(b) Retirement PlanRiverside Healthcare 403(b) …$196MUniversity of Miami Retirement Savings Plan IIUniversity of Miami Retireme…$195MOhio Wesleyan University Defined Contribution Retirement Plan and Tax-Deferred Annuity PlanOhio Wesleyan University Def…$194MConcordia College Retirement PlanConcordia College Retirement…$194M
End-of-year total assets ($M) among University of Miami Retirement Savings Plan II and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$174M
Net Assets (End of Year)$195M
Net Income$21M
Employer EIN590624458
Plan Effective Date2008-01-01
Filing StatusFILING 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
$3.5B$4B$4.5B$5B$5.5B 202220232024 $3.86B $5.01B ▲ +29.8%
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.

University of Miami Retirement Savings Plan II vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. 0100002000030000 0123 Total assets ($B) Participants University of Miami Retirement Savings Plan II, Total assets ($B): 0.194952952 · Participants: 1414University of Miami Retirement Savings Plan IIBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.663638024 · Participants: 26141Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 2.071141138 · Participants: 12711University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.91440386 · Participants: 27987Orlando Health Retirement Savings Plan 403bThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.313908176 · Participants: 9064The Nemours Foundation Section 403(b) PlanLee Health System 403(b) Retirement Plan, Total assets ($B): 1.280676448 · Participants: 16909Lee Health System 403(b) Retirement Plan
University of Miami Retirement Savings Plan II vs. nearby Other plans in Florida, assets vs. participants
Compare University of Miami Retirement Savings Plan II side-by-side with 3 peers →

University of Miami Retirement Savings Plan II's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Ohio Wesleyan University Defined Contribution Retirement Plan and Tax-Deferred Annuity Plan in OH ($194M); by covered participants it is St. Luke's Cornwall Hospital 403(b) Retirement Plan in NY (1,414 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,414 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did University of Miami Retirement Savings Plan II assets move in 2024? ▼
University of Miami Retirement Savings Plan II grew at a solid clip - up 12.3% during 2024, from $174M to $195M. Reported net income was $21M.
How have University of Miami plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Miami's sponsor-wide assets grew 29.8%, from $3.9B to $5.0B.
Where does University of Miami Retirement Savings Plan II rank by assets among Form 5500 filers? ▼
University of Miami Retirement Savings Plan II ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to University of Miami Retirement Savings Plan II? ▼
Among Other plans in other states, the closest by assets is Ohio Wesleyan University Defined Contribution Retirement Plan and Tax-Deferred Annuity Plan in OH ($194M, 519 participants).
Which Other plans cover a similar participant headcount to University of Miami Retirement Savings Plan II? ▼
Among Other plans in other states, the closest by covered participants is St. Luke's Cornwall Hospital 403(b) Retirement Plan in NY (1,414 participants, $110M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 590624458.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.