Other · DOL Form 5500 · 2024
Umass Memorial Health Care, Inc. Retirement Plan
Data updated 2026-08-25
- $650M
- Total assets Above avg plan size
- 4,397
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $147,752
- Avg per participant Above avg balance/head
Official DOL plan name: Umass Memorial Health Care 403(b) Plan · Sponsored by Umass Memorial Health Care, Inc. · Massachusetts · Healthcare & Social Assistance
$650M in assets, 4,397 participants
Umass Memorial Health Care, Inc.'s Umass Memorial Health Care 403(b) Plan reported $650M in total assets and 4,397 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.
- #16,540 in Healthcare & Social Assistance (16,916 peers)
Coverage in Massachusetts
Umass Memorial Health Care 403(b) Plan covers 4,397 participants in Massachusetts, 6.7x the typical Massachusetts plan (state average ~659 per filing). Assets: $650M.
- #16,540
- in Healthcare & Social Assistance (16,916 peers)
- +11.1%
- assets growth YoY
- 6.5×
- vs typical plan assets (national mean)
Umass Memorial Health Care 403(b) Plan's outsized position by total assets
Umass Memorial Health Care 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$649,664,492 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
Umass Memorial Health Care 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. Umass Memorial Health Care 403(b) Plan lands in the large band (4,397 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Umass Memorial Health Care 403(b) Plan reported net income fell from $94M in the plan year 2023 filing to $65M in the plan year 2024 filing.
- Umass Memorial Health Care 403(b) Plan end-of-year assets rose from $585M in the plan year 2023 filing to $650M in the plan year 2024 filing.
- Umass Memorial Health Care 403(b) Plan reported participants rose from 4,093 in the plan year 2023 filing to 4,397 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 043358566 · Umass Memorial Health Care, Inc. PY 2024 · Other
Umass Memorial Health Care 403(b) Plan · $650M · 4,397 · 98th
- 5500 $650M
- 5500 4,397
- 5500 98th
- 5500 Other
- 5500 near The Arc New York Affiliated Employers 403(b) Plan
- 5500 ind #16540
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 403(b) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $585M |
|---|---|
| Net Assets (End of Year) | $650M |
| Net Income | $65M |
| Employer EIN | 043358566 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 20,753 | $3.5B |
| 2023 | 3 | 24,923 | $3.1B |
| 2024 | 3 | 27,254 | $3.4B |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Umass Memorial Health Care 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is The Arc New York Affiliated Employers 403(b) Plan in NY ($648M); by covered participants it is University of Dayton Tda Plan in OH (4,399 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($650M here).
- The Arc New York Affiliated Employers 403(b) Plan (NY) $648M · 19,257
- Overlake Hospital Medical Center 403(b)Retirement Plan (WA) $654M · 3,637
- Inspira Health Network 403(b) Savings Plan (NJ) $657M · 8,137
- Embry-Riddle Aeronautical University Defined Contribution Retirement Plan (FL) $641M · 3,975
Similar participant headcount
Nearest other-state filings by covered participants (4,397 participants); asset peers above are excluded.
- University of Dayton Tda Plan (OH) 4,399 · 2 off
- Oklahoma Iron Workers Direct Contribution Plan and Trust (TX) 4,389 · 8 off
- Lifespace Communities 403(b) Plan (TX) 4,372 · 25 off
- Middlesex Retirement Savings and Investment Plan (CT) 4,437 · 40 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.