Other · DOL Form 5500 · 2024
United Methodist Retirement Communities, Inc. Retirement Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 1,321
- Participants Near avg headcount
- 78th
- Percentile by assets National rank
- $24,339
- Avg per participant Low balance/head
Official DOL plan name: Brio Living Services 403(b) Plan · Sponsored by United Methodist Retirement Communities, Inc. · Michigan · Healthcare & Social Assistance
$32M in assets, 1,321 participants
United Methodist Retirement Communities, Inc.'s Brio Living Services 403(b) Plan reported $32M in total assets and 1,321 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #13,802 in Healthcare & Social Assistance (16,916 peers)
Coverage in Michigan
Brio Living Services 403(b) Plan covers 1,321 participants in Michigan, 2.1x the typical Michigan plan (state average ~638 per filing). Assets: $32M.
- #13,802
- in Healthcare & Social Assistance (16,916 peers)
- +17.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Brio Living Services 403(b) Plan's outsized position by total assets
Brio Living Services 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$32,152,032 Top 22% higher than 78% 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
Brio Living Services 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. Brio Living Services 403(b) Plan lands in the large band (1,321 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Brio Living Services 403(b) Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Brio Living Services 403(b) Plan end-of-year assets rose from $27M in the plan year 2023 filing to $32M in the plan year 2024 filing.
- Brio Living Services 403(b) Plan reported participants rose from 1,193 in the plan year 2023 filing to 1,321 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 381366908 · United Methodist Retirement Communities, Inc. PY 2024 · Other
Brio Living Services 403(b) Plan · $32M · 1,321 · 78th
- EBSA $32M
- PART 1,321
- TYPE 78th
- NET Other
- BOOK near Brewster Academy Retirement Plan
- VS-ST ind #13802
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 Michigan →
Brio Living Services 403(b) Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $5M |
| Employer EIN | 381366908 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Methodist Retirement Communities, Inc.)
Sponsor-wide plan assets over time
All United Methodist Retirement Communities, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 50.92015105894189% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,183 | $21M |
| 2023 | 1 | 1,193 | $27M |
| 2024 | 1 | 1,321 | $32M |
Nearby Other Plans in Michigan
Peer Other plans, same state, same plan type, ranked by total assets.
- Fca US LLC UAW Savings Plan $5.2B · 44,591
- Fca US LLC Salaried Employees' Savings Plan $5.1B · 15,683
- Spectrum Health System 403(b) Plan $3.2B · 32,821
- Beaumont Health 403(b) Retirement Savings Plan $3.0B · 34,160
- Henry Ford Health System Heritage 403(b) Plan $1.4B · 14,465
Brio Living Services 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is Brewster Academy Retirement Plan in NH ($32M); by covered participants it is Mountain Park Health Center Retirement Plan in AZ (1,321 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,321 participants); asset peers above are excluded.
- Mountain Park Health Center Retirement Plan (AZ) 1,321 · 0 off
- University of Evansville Defined Contribution Retirement Plan (IN) 1,321 · 0 off
- Goodwill Industries of Arkansas, Inc. 403(b) Plan (AR) 1,322 · 1 off
- Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan (CA) 1,322 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.