Defined Benefit (Pension) · DOL Form 5500 · 2024
University of Miami Pension Plan
Data updated 2026-08-25
- $567M
- Total assets Above avg plan size
- 1,919
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $295,687
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan for Employees of the Univ of Miami · Sponsored by University of Miami · Florida · Educational Services
$567M in assets, 1,919 participants
University of Miami's Retirement Plan for Employees of the Univ of Miami reported $567M in total assets and 1,919 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #3,505 in Educational Services (3,638 peers)
Coverage in Florida
Retirement Plan for Employees of the Univ of Miami covers 1,919 participants in Florida, 3.1x the typical Florida plan (state average ~628 per filing). Assets: $567M.
- #3,505
- in Educational Services (3,638 peers)
- -1.9%
- assets change YoY
- 5.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Plan for Employees of the Univ of Miami's outsized position by total assets
Retirement Plan for Employees of the Univ of Miami vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$567,423,774 Top 3% higher than 97% 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
Retirement Plan for Employees of the Univ of Miami'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. Retirement Plan for Employees of the Univ of Miami lands in the large band (1,919 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Plan for Employees of the Univ of Miami reported net income fell from $350K in the plan year 2023 filing to -$12M in the plan year 2024 filing.
- Retirement Plan for Employees of the Univ of Miami reported participants fell from 2,051 in the plan year 2023 filing to 1,919 in the plan year 2024 filing.
- Retirement Plan for Employees of the Univ of Miami end-of-year assets fell from $578M in the plan year 2023 filing to $567M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 590624458 · University of Miami PY 2024 · Defined Benefit (Pension)
Retirement Plan for Employees of the Univ of Miami · $567M · 1,919 · 97th
- IND $567M
- EOY 1,919
- 5500 97th
- ASSETS Defined Benefit (Pension)
- PCT near Graphic Arts Industry Joint Pension Trust
- EIN ind #3505
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 Florida →
Retirement Plan for Employees of the Univ of Miami in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $578M |
|---|---|
| Net Assets (End of Year) | $557M |
| Net Income | -$12M |
| Employer EIN | 590624458 |
| Plan Effective Date | 1963-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Miami)
Sponsor-wide plan assets over time
All University of Miami plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.0B 29.829112256582217% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 6 | 22,506 | $3.9B |
| 2023 | 6 | 23,549 | $4.4B |
| 2024 | 6 | 25,019 | $5.0B |
Nearby Defined Benefit (Pension) Plans in Florida
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- L3harris Technologies Consolidated Pension Plan $7.6B · 4,996
- Nextera Energy, Inc. Employee Pension Plan $5.3B · 14,419
- Retirement Accumulation Plan for Partners of Pwc $2.7B · 3,950
- Csx Pension Plan $2.3B · 2,293
- Retirement Benefit Accumulation Plan for Employees of Pwc $1.9B · 5,001
Retirement Plan for Employees of the Univ of Miami's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Florida, the nearest Defined Benefit (Pension) by assets is Graphic Arts Industry Joint Pension Trust in VA ($567M); by covered participants it is Conagra Brands, Inc. Pension Plan for Hourly Rate Production Employees in IL (1,920 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($567M here).
- Graphic Arts Industry Joint Pension Trust (VA) $567M · 467
- Gmp & Employers Pension Plan (OH) $566M · 2,397
- Ahold USA, Inc. Pension Plan (MA) $566M · 2,001
- 1199seiu Home Care Employees Pension Fund (NY) $569M · 32,875
Similar participant headcount
Nearest other-state filings by covered participants (1,919 participants); asset peers above are excluded.
- Conagra Brands, Inc. Pension Plan for Hourly Rate Production Employees (IL) 1,920 · 1 off
- IBEW Local No. 60 Pension (NM) 1,916 · 3 off
- Discovery Energy Pension Plan (WI) 1,916 · 3 off
- Howmet Merged Pension Plan (PA) 1,915 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.