401(k) · DOL Form 5500 · 2024

Umass Memorial Health Care, Inc. 401(k) Plan

Data updated 2026-08-25

$1.4B
Total assets Very large vs avg
13,351
Participants Very large workforce
99th
Percentile by assets National rank
$106,767
Avg per participant Below avg balance/head
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Official DOL plan name: Umass Memorial Health Care 401(k) Plan · Sponsored by Umass Memorial Health Care, Inc. · Massachusetts · Healthcare & Social Assistance

$1.4B in assets, 13,351 participants

Umass Memorial Health Care, Inc.'s Umass Memorial Health Care 401(k) Plan reported $1.4B in total assets and 13,351 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

  • #16,755 in Healthcare & Social Assistance (16,916 peers)

Coverage in Massachusetts

Umass Memorial Health Care 401(k) Plan covers 13,351 participants in Massachusetts, 20x the typical Massachusetts plan (state average ~659 per filing). Assets: $1.4B.

#16,755
in Healthcare & Social Assistance (16,916 peers)
+14.4%
assets growth YoY
14×
vs typical plan assets (national mean)

Umass Memorial Health Care 401(k) Plan's outsized position by total assets

Umass Memorial Health Care 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,425,450,424 Top 1% higher than 99% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Umass Memorial Health Care 401(k) Plan's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Umass Memorial Health Care 401(k) Plan is a mega filing (13,351 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Umass Memorial Health Care 401(k) Plan reported net income fell from $222M in the plan year 2023 filing to $179M in the plan year 2024 filing.
  • Umass Memorial Health Care 401(k) Plan end-of-year assets rose from $1.2B in the plan year 2023 filing to $1.4B in the plan year 2024 filing.
  • Umass Memorial Health Care 401(k) Plan reported participants rose from 12,451 in the plan year 2023 filing to 13,351 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 043358566 · Umass Memorial Health Care, Inc. PY 2024 · 401(k)

Umass Memorial Health Care 401(k) Plan · $1.4B · 13,351 · 99th

  • SCH $1.4B
  • SCH 13,351
  • SCH 99th
  • SCH 401(k)
  • SCH near I.a.T.S.E. Annuity Fund
  • SCH ind #16755

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 Massachusetts →

Umass Memorial Health Care 401(k) Plan in the asset neighbourhood

Umass Memorial Health Care 401(k) PlanUmass Memorial Health Care 4…$1.4BI.a.T.S.E. Annuity Fund$1.4BJefferies Employees' Profit Sharing PlanJefferies Employees' Profit …$1.4BUber Technologies, Inc. 401(k) PlanUber Technologies, Inc. 401(…$1.4BJackson National Life Insurance Company Defined Contribution PlanJackson National Life Insura…$1.4B
End-of-year total assets ($B) among Umass Memorial Health Care 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$1.2B
Net Assets (End of Year)$1.4B
Net Income$179M
Employer EIN043358566
Plan Effective Date1999-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Umass Memorial Health Care, Inc.)

Sponsor-wide plan assets over time

All Umass Memorial Health Care, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3.4B 3.889211676403325% vs 2022
2024 filing year
$3B$3.2B$3.4B$3.6B 202220232024 $3.5B $3.37B ▼ -3.7%
Year Plans Participants Total Assets
2022 4 20,753 $3.5B
2023 3 24,923 $3.1B
2024 3 27,254 $3.4B

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Umass Memorial Health Care 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 -10010203040 Total assets ($B) Participants Umass Memorial Health Care 401(k) Plan, Total assets ($B): 1.425450424 · Participants: 13351Umass Memorial Health Care 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Umass Memorial Health Care 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Umass Memorial Health Care 401(k) Plan side-by-side with 3 peers →

Scale composition for Umass Memorial Health Care 401(k) Plan

Umass Memorial Health Care 401(k) Plan reports $1.4B in end-of-year assets across 13,351 participants (0.012% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $106,767 per participant (77% of the national average assets-per-participant) . Net income for plan year 2024 was $179M.

This plan identity (EIN 043358566, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.0B to $1.4B (+39.2%) while covered participants moved from 9,422 to 13,351 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 9,422 $1.0B Open filing
2023 12,451 $1.2B Open filing
2024 · index core 13,351 $1.4B This page

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Umass Memorial Health Care 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is I.a.T.S.E. Annuity Fund in NY ($1.4B); by covered participants it is Louisiana Children's Medical Center Retirement and Savings Plan in LA (13,357 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.4B here).

Similar participant headcount

Nearest other-state filings by covered participants (13,351 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.

Frequently Asked Questions

How did Umass Memorial Health Care 401(k) Plan assets move in 2024? ▼
Umass Memorial Health Care 401(k) Plan grew at a solid clip - up 14.4% during 2024, from $1.2B to $1.4B. Reported net income was $179M.
How have Umass Memorial Health Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Umass Memorial Health Care, Inc.'s sponsor-wide assets declined 3.9%, from $3.5B to $3.4B.
Where does Umass Memorial Health Care 401(k) Plan rank by assets among Form 5500 filers? ▼
Umass Memorial Health Care 401(k) Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Umass Memorial Health Care 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is I.a.T.S.E. Annuity Fund in NY ($1.4B, 97,266 participants).
Which 401(k) plans cover a similar participant headcount to Umass Memorial Health Care 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Louisiana Children's Medical Center Retirement and Savings Plan in LA (13,357 participants, $1.0B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 043358566.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.