Other · DOL Form 5500 · 2024
University of New England Retirement Plan
Data updated 2026-08-25
- $249M
- Total assets Near avg plan size
- 1,126
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $220,983
- Avg per participant Above avg balance/head
Official DOL plan name: University of New England Defined Contribution Plan · Sponsored by University of New England · Maine · Educational Services
$249M in assets, 1,126 participants
University of New England's University of New England Defined Contribution Plan reported $249M in total assets and 1,126 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #3,348 in Educational Services (3,638 peers)
Coverage in Maine
University of New England Defined Contribution Plan covers 1,126 participants in Maine, 2.4x the typical Maine plan (state average ~472 per filing). Assets: $249M.
- #3,348
- in Educational Services (3,638 peers)
- +9.7%
- assets growth YoY
- 2.5×
- vs typical plan assets (national mean)
University of New England Defined Contribution Plan's outsized position by total assets
University of New England Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$248,826,793 Top 5% higher than 95% 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 New England Defined Contribution 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 New England Defined Contribution Plan lands in the large band (1,126 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University of New England Defined Contribution Plan reported net income fell from $29M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- University of New England Defined Contribution Plan end-of-year assets rose from $227M in the plan year 2023 filing to $249M in the plan year 2024 filing.
- University of New England Defined Contribution Plan reported participants rose from 1,077 in the plan year 2023 filing to 1,126 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 010211810 · University of New England PY 2024 · Other
University of New England Defined Contribution Plan · $249M · 1,126 · 95th
- PCT $249M
- EIN 1,126
- RANK 95th
- PHOTO Other
- IND near Canisius University Retirement Plan for Faculty and Staff
- EOY ind #3348
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 Maine →
University of New England Defined Contribution Plan in the asset neighbourhood
Maine filing particulars
| Total Assets (Beginning of Year) | $227M |
|---|---|
| Net Assets (End of Year) | $249M |
| Net Income | $22M |
| Employer EIN | 010211810 |
| Plan Effective Date | 1972-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of New England)
Sponsor-wide plan assets over time
All University of New England plans reported in each filing year
- Latest sponsor-wide plan assets
- $249M 26.016604951514154% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,071 | $197M |
| 2023 | 1 | 1,077 | $227M |
| 2024 | 1 | 1,126 | $249M |
Nearby Other Plans in Maine
Peer Other plans, same state, same plan type, ranked by total assets.
- Mainehealth 403(b) Retirement Plan $2.5B · 22,911
- Northern Light Health Retirement Partnership 403(b) Plan $1.2B · 10,712
- Jax 403(b) Retirement Plan $603M · 2,735
- Mainegeneral Health 403(b) Retirement Plan $414M · 4,718
- Colby College Retirement Plan $297M · 978
University of New England Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Maine, the nearest Other by assets is Canisius University Retirement Plan for Faculty and Staff in NY ($249M); by covered participants it is Denison University Retirement Plan in OH (1,126 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($249M here).
- Canisius University Retirement Plan for Faculty and Staff (NY) $249M · 601
- Iona University Defined Contribution Retirement Plan (NY) $248M · 693
- The Driscoll Children's Health 403(b) Retirement Plan (TX) $249M · 3,596
- Southern New Hampshire Medical Center 403(b) Retirement Savings Plus Plan (NH) $248M · 2,257
Similar participant headcount
Nearest other-state filings by covered participants (1,126 participants); asset peers above are excluded.
- Denison University Retirement Plan (OH) 1,126 · 0 off
- Buckner Int'l 403b Retirement Savings Plan (TX) 1,125 · 1 off
- Amego, Inc. 403(b) Plan (MA) 1,127 · 1 off
- Golden Valley Health Centers 403(b) Plan (CA) 1,127 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.