Other · DOL Form 5500 · 2024
University of Massachusetts Global Retirement Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 284
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $77,561
- Avg per participant Below avg balance/head
Official DOL plan name: University of Massachusetts Global Defined Contribution Retirement Plan · Sponsored by University of Massachusetts Global · California · Educational Services
$22M in assets, 284 participants
University of Massachusetts Global's University of Massachusetts Global Defined Contribution Retirement Plan reported $22M in total assets and 284 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #2,006 in Educational Services (3,638 peers)
Coverage in California
University of Massachusetts Global Defined Contribution Retirement Plan covers 284 participants in California, about 45% of the average California filer (state average ~630 per filing). Assets: $22M.
- #2,006
- in Educational Services (3,638 peers)
- -2.3%
- assets change YoY
The plan reported a net loss of $510K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
University of Massachusetts Global Defined Contribution Retirement Plan's outsized position by total assets
University of Massachusetts Global Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,027,275 Top 28% higher than 72% 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 Massachusetts Global Defined Contribution Retirement 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. University of Massachusetts Global Defined Contribution Retirement Plan sits mid-pack in the medium band (284 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University of Massachusetts Global Defined Contribution Retirement Plan reported net income rose from -$2M in the plan year 2023 filing to -$510K in the plan year 2024 filing.
- University of Massachusetts Global Defined Contribution Retirement Plan reported participants fell from 405 in the plan year 2023 filing to 284 in the plan year 2024 filing.
- University of Massachusetts Global Defined Contribution Retirement Plan end-of-year assets fell from $23M in the plan year 2023 filing to $22M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 260152908 · University of Massachusetts Global PY 2024 · Other
University of Massachusetts Global Defined Contribution Retirement Plan · $22M · 284 · 72nd
- BOOK $22M
- VS-ST 284
- BOY 72nd
- SCH Other
- EBSA near South Texas College of Law Houston 403(b) Plan
- PART ind #2006
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 California →
University of Massachusetts Global Defined Contribution Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | -$510K |
| Employer EIN | 260152908 |
| Plan Effective Date | 2019-10-07 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Massachusetts Global)
Sponsor-wide plan assets over time
All University of Massachusetts Global plans reported in each filing year
- Latest sponsor-wide plan assets
- $67M 18.251448992711556% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,651 | $57M |
| 2023 | 2 | 2,573 | $61M |
| 2024 | 2 | 2,038 | $67M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
University of Massachusetts Global Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is South Texas College of Law Houston 403(b) Plan in TX ($22M); by covered participants it is Piedmont University Tax Deferred Retirement Annuity P in GA (284 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
Similar participant headcount
Nearest other-state filings by covered participants (284 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.