Defined Benefit (Pension) · DOL Form 5500 · 2024

University of Miami Pension Plan

Data updated 2026-08-11

$567M
Total assets
1,919
Participants
97th
Percentile by assets
$295,687
Avg per participant
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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.

  • 97th percentile by assets (of 123,622 plans)
  • #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.

$567M
total plan assets (2024 EOY)
1,919
covered participants
97th
percentile by assets (of 123,622 plans)
$295,687
avg assets per participant

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.

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.

See the national 2023→2024 release diff →

State

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. Retirement Plan for Employees of the Univ of Miami reports 1,919 participants - 3.1x that state average ($567M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)$578M
Net Assets (End of Year)$557M
Net Income-$12M
Employer EIN590624458
Plan Effective Date1963-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Miami)

$3.5B$4B$4.5B$5B$5.5B 202220232024 $3.86B $5.01B ▲ +29.8%
Total plan assets by year, all University of Miami plans on file
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.

Retirement Plan for Employees of the Univ of Miami vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants

Retirement Plan for Employees of the Univ of Miami vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 02468 Total assets ($B) Participants Retirement Plan for …L3harris Technologie…Nextera Energy, Inc.…Retirement Accumulat…Csx Pension PlanRetirement Benefit A…
Retirement Plan for Employees of the Univ of Miami vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Retirement Plan for Employees of the Univ of Miami by total assets, not by location.

Frequently Asked Questions

How did Retirement Plan for Employees of the Univ of Miami assets move in 2024?
Retirement Plan for Employees of the Univ of Miami edged down modestly - down 1.9% during 2024, from $578M to $567M. Reported net income was -$12M.
How have University of Miami plan assets changed over time?
Across 3 plan years on file (2022-2024), University of Miami's sponsor-wide assets grew 29.8%, from $3.9B to $5.0B.
Where does Retirement Plan for Employees of the Univ of Miami rank by assets among Form 5500 filers?
Retirement Plan for Employees of the Univ of Miami ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of the Univ of Miami?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Graphic Arts Industry Joint Pension Trust in VA ($567M, 467 participants).

Next read for Retirement Plan for Employees of the Uni…

Filing takeaways

Ways to act on Retirement Plan for Employees of the Univ of Miami's numbers.