Other · DOL Form 5500 · 2024
University of Massachusetts Global Retirement Plan
Data updated 2026-08-25
- $45M
- Total assets Below avg plan size
- 1,754
- Participants Near avg headcount
- 83rd
- Percentile by assets National rank
- $25,609
- Avg per participant Low balance/head
Official DOL plan name: University of Massachusetts Global 403(b) Defined Contribution Retirement Plan · Sponsored by University of Massachusetts Global · California · Educational Services
$45M in assets, 1,754 participants
University of Massachusetts Global's University of Massachusetts Global 403(b) Defined Contribution Retirement Plan reported $45M in total assets and 1,754 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #2,539 in Educational Services (3,638 peers)
Coverage in California
University of Massachusetts Global 403(b) Defined Contribution Retirement Plan covers 1,754 participants in California, 2.8x the typical California plan (state average ~630 per filing). Assets: $45M.
- #2,539
- in Educational Services (3,638 peers)
- +16.2%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
University of Massachusetts Global 403(b) Defined Contribution Retirement Plan's outsized position by total assets
University of Massachusetts Global 403(b) Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$44,917,337 Top 17% higher than 83% 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 403(b) Defined Contribution Retirement 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. University of Massachusetts Global 403(b) Defined Contribution Retirement Plan lands in the large band (1,754 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University of Massachusetts Global 403(b) Defined Contribution Retirement Plan reported participants fell from 2,168 in the plan year 2023 filing to 1,754 in the plan year 2024 filing.
- University of Massachusetts Global 403(b) Defined Contribution Retirement Plan end-of-year assets rose from $39M in the plan year 2023 filing to $45M in the plan year 2024 filing.
- University of Massachusetts Global 403(b) Defined Contribution Retirement Plan reported net income rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 260152908 · University of Massachusetts Global PY 2024 · Other
University of Massachusetts Global 403(b) Defined Contribution Retirement Plan · $45M · 1,754 · 83rd
- RANK $45M
- RANK 1,754
- RANK 83rd
- RANK Other
- RANK near Wildwood Programs, Inc. Tax Deferred Annuity Program
- RANK ind #2539
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 403(b) Defined Contribution Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | $6M |
| 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 403(b) Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Wildwood Programs, Inc. Tax Deferred Annuity Program in NY ($45M); by covered participants it is Vail Health Hospital Retirement Plan in CO (1,750 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($45M here).
- Wildwood Programs, Inc. Tax Deferred Annuity Program (NY) $45M · 1,140
- Overlake School 403(b) (WA) $45M · 154
- United Way Worldwide Tax Deferred Savings Plan (VA) $45M · 220
- Roberts Wesleyan University Retirement Plan (NY) $45M · 741
Similar participant headcount
Nearest other-state filings by covered participants (1,754 participants); asset peers above are excluded.
- Vail Health Hospital Retirement Plan (CO) 1,750 · 4 off
- Legacy Community Health Services, Inc. 403(b) Plan (TX) 1,758 · 4 off
- Messiah University Defined Contribution Retirement Plan (PA) 1,748 · 6 off
- May Institute, Inc. Defined Contribution Retirement Plan (MA) 1,763 · 9 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.