Other · DOL Form 5500 · 2024
University of Miami Retirement Plan
Data updated 2026-08-25
- $810M
- Total assets Above avg plan size
- 2,117
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $382,503
- Avg per participant High balance/head
Official DOL plan name: University of Miami Supplemental Retirement Annuity Program · Sponsored by University of Miami · Florida · Educational Services
$810M in assets, 2,117 participants
University of Miami's University of Miami Supplemental Retirement Annuity Program reported $810M in total assets and 2,117 participants in its 2024 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.
- #3,543 in Educational Services (3,638 peers)
Coverage in Florida
University of Miami Supplemental Retirement Annuity Program covers 2,117 participants in Florida, 3.4x the typical Florida plan (state average ~628 per filing). Assets: $810M.
- #3,543
- in Educational Services (3,638 peers)
- +6.8%
- assets growth YoY
- 8.1×
- vs typical plan assets (national mean)
University of Miami Supplemental Retirement Annuity Program's outsized position by total assets
University of Miami Supplemental Retirement Annuity Program vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$809,759,096 Top 2% higher than 98% 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
University of Miami Supplemental Retirement Annuity Program'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 Supplemental Retirement Annuity Program lands in the large band (2,117 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University of Miami Supplemental Retirement Annuity Program reported net income fell from $69M in the plan year 2023 filing to $52M in the plan year 2024 filing.
- University of Miami Supplemental Retirement Annuity Program reported participants rose from 1,918 in the plan year 2023 filing to 2,117 in the plan year 2024 filing.
- University of Miami Supplemental Retirement Annuity Program end-of-year assets rose from $758M in the plan year 2023 filing to $810M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 590624458 · University of Miami PY 2024 · Other
University of Miami Supplemental Retirement Annuity Program · $810M · 2,117 · 98th
- NET $810M
- NET 2,117
- NET 98th
- NET Other
- NET near St. Luke's Health Network 403(b) Plan
- NET ind #3543
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 Supplemental Retirement Annuity Program in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $758M |
|---|---|
| Net Assets (End of Year) | $810M |
| Net Income | $52M |
| Employer EIN | 590624458 |
| Plan Effective Date | 1975-01-01 |
| 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
University of Miami Supplemental Retirement Annuity Program's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is St. Luke's Health Network 403(b) Plan in PA ($810M); by covered participants it is Good Shepherd Retirement Plan in PA (2,121 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($810M here).
- St. Luke's Health Network 403(b) Plan (PA) $810M · 19,666
- Carpenters & Joiners Defined Contribution Plan (MN) $811M · 22,289
- Cook Childrens Health Care System 403(b) Retirement Plan (TX) $805M · 9,804
- Midmichigan Health 403b Savings Plan (MI) $818M · 8,042
Similar participant headcount
Nearest other-state filings by covered participants (2,117 participants); asset peers above are excluded.
- Good Shepherd Retirement Plan (PA) 2,121 · 4 off
- Baxter Regional Medical Center 403(b) Pension Plan (AR) 2,107 · 10 off
- Holyoke Medical Center, Inc. 403(b) Retirement Plan (MA) 2,127 · 10 off
- Bozeman Health 403(b) Plan (MT) 2,130 · 13 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.