Other · DOL Form 5500 · 2024
University of Maryland Medical System Corporation Retirement Plan
Data updated 2026-08-25
- $793M
- Total assets Above avg plan size
- 5,024
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $157,916
- Avg per participant Above avg balance/head
Official DOL plan name: Umms Voluntary 403(b) Plan · Sponsored by University of Maryland Medical System Corporation · Maryland · Healthcare & Social Assistance
$793M in assets, 5,024 participants
University of Maryland Medical System Corporation's Umms Voluntary 403(b) Plan reported $793M in total assets and 5,024 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.
- #16,602 in Healthcare & Social Assistance (16,916 peers)
Coverage in Maryland
Umms Voluntary 403(b) Plan covers 5,024 participants in Maryland, 5.4x the typical Maryland plan (state average ~929 per filing). Assets: $793M.
- #16,602
- in Healthcare & Social Assistance (16,916 peers)
- +8.2%
- assets growth YoY
- 8.0×
- vs typical plan assets (national mean)
Umms Voluntary 403(b) Plan's outsized position by total assets
Umms Voluntary 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$793,367,490 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
Umms Voluntary 403(b) Plan'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. Umms Voluntary 403(b) Plan lands in the large band (5,024 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Umms Voluntary 403(b) Plan reported net income fell from $98M in the plan year 2023 filing to $60M in the plan year 2024 filing.
- Umms Voluntary 403(b) Plan reported participants fell from 5,847 in the plan year 2023 filing to 5,024 in the plan year 2024 filing.
- Umms Voluntary 403(b) Plan end-of-year assets rose from $733M in the plan year 2023 filing to $793M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 521362793 · University of Maryland Medical System Corporation PY 2024 · Other
Umms Voluntary 403(b) Plan · $793M · 5,024 · 98th
- VS-ST $793M
- BOY 5,024
- SCH 98th
- EBSA Other
- PART near Tulane University Faculty and Administrative 403(b) Retirement Plan
- TYPE ind #16602
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 Maryland →
Umms Voluntary 403(b) Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $733M |
|---|---|
| Net Assets (End of Year) | $793M |
| Net Income | $60M |
| Employer EIN | 521362793 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Maryland Medical System Corporation)
Sponsor-wide plan assets over time
All University of Maryland Medical System Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.3B 18.730400127903586% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 7 | 36,724 | $1.9B |
| 2023 | 8 | 36,780 | $2.2B |
| 2024 | 9 | 34,534 | $2.3B |
Nearby Other Plans in Maryland
Peer Other plans, same state, same plan type, ranked by total assets.
- Johns Hopkins University 403(b) Plan $8.8B · 25,833
- Medstar Health, Inc. Retirement Savings Plan $3.5B · 32,983
- The Johns Hopkins University Applied Physics Laboratory Pension Plan B $3.0B · 9,501
- Howard Hughes Medical Institute Retirement Savings Plan $2.0B · 2,666
- Johns Hopkins Health System Corporation 403(b) Plan $1.7B · 18,810
Scale composition for Umms Voluntary 403(b) Plan
Umms Voluntary 403(b) Plan reports $793M in end-of-year assets across 5,024 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $157,916 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2024 was $60M.
This plan identity (EIN 521362793, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $673M to $793M (+17.8%) while covered participants moved from 6,289 to 5,024 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,289 | $673M | Open filing |
| 2023 | 5,847 | $733M | Open filing |
| 2024 · index core | 5,024 | $793M | This page |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- University of Maryland Medical System 403(b) Retirement Savings Plan (Profit Sharing, $730M, 19,560 participants)
- University of Maryland Medical System 401(a) Defined Contribution Plan (Profit Sharing, $515M, 6,423 participants)
- University of Maryland Medical System Corporation Pension Plan (Defined Benefit (Pension), $157M, 1,532 participants)
- University of Maryland Capital Region Health Retirement Savings Plan (Other, $77M, 1,187 participants)
Umms Voluntary 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is Tulane University Faculty and Administrative 403(b) Retirement Plan in LA ($794M); by covered participants it is Jefferson Health New Jersey 403(b) Plan in PA (5,069 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($793M here).
- Tulane University Faculty and Administrative 403(b) Retirement Plan (LA) $794M · 3,284
- University of San Diego Defined Contribution Retirement Plan (CA) $797M · 2,690
- Wellesley College 403(b) Retirement Plan (MA) $787M · 1,294
- Sri International Retirement Savings Plan (CA) $787M · 1,341
Similar participant headcount
Nearest other-state filings by covered participants (5,024 participants); asset peers above are excluded.
- Jefferson Health New Jersey 403(b) Plan (PA) 5,069 · 45 off
- Baptist Health Care, Inc. Retirement Savings 403(b) Plan (FL) 5,090 · 66 off
- John Muir Health 403b Plan (CA) 5,098 · 74 off
- Au Health System, Inc. 403(b) Retirement Savings Plan (GA) 5,098 · 74 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.