Defined Benefit (Pension) · DOL Form 5500 · 2024
Umass Memorial Health Care, Inc. Pension Plan
Data updated 2026-08-25
- $1.3B
- Total assets Very large vs avg
- 9,506
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $135,879
- Avg per participant Near avg balance/head
Official DOL plan name: Umass Memorial Health Care Pension Plan · Sponsored by Umass Memorial Health Care, Inc. · Massachusetts · Healthcare & Social Assistance
$1.3B in assets, 9,506 participants
Umass Memorial Health Care, Inc.'s Umass Memorial Health Care Pension Plan reported $1.3B in total assets and 9,506 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.
- #16,734 in Healthcare & Social Assistance (16,916 peers)
Coverage in Massachusetts
Umass Memorial Health Care Pension Plan covers 9,506 participants in Massachusetts, 14x the typical Massachusetts plan (state average ~659 per filing). Assets: $1.3B.
- #16,734
- in Healthcare & Social Assistance (16,916 peers)
- +4.3%
- assets growth YoY
- 13×
- vs typical plan assets (national mean)
Umass Memorial Health Care Pension Plan's outsized position by total assets
Umass Memorial Health Care Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,291,663,544 Top 1% higher than 99% 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 Pension 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 Pension Plan lands in the large band (9,506 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Umass Memorial Health Care Pension Plan reported net income fell from $239M in the plan year 2023 filing to $58M in the plan year 2024 filing.
- Umass Memorial Health Care Pension Plan reported participants rose from 8,379 in the plan year 2023 filing to 9,506 in the plan year 2024 filing.
- Umass Memorial Health Care Pension Plan end-of-year assets rose from $1.2B in the plan year 2023 filing to $1.3B in the plan year 2024 filing.
DOL schedule card
Filing strip 043358566 · Umass Memorial Health Care, Inc. PY 2024 · Defined Benefit (Pension)
Umass Memorial Health Care Pension Plan · $1.3B · 9,506 · 99th
- IND $1.3B
- IND 9,506
- IND 99th
- IND Defined Benefit (Pension)
- IND near Itw Retirement Accumulation Plan
- IND ind #16734
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 Pension Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | $58M |
| Employer EIN | 043358566 |
| Plan Effective Date | 1971-01-01 |
| 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 Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $11.6B · 60,621
- New England Teamsters Pension Fund $9.1B · 21,577
- Liberty Mutual Retirement Benefit Plan $6.3B · 34,910
- Massachusetts Institute of Technology Basic Retirement Plan $5.9B · 12,533
- N. Atlantic States Carp. Pension Fund $5.1B · 16,946
Scale composition for Umass Memorial Health Care Pension Plan
Umass Memorial Health Care Pension Plan reports $1.3B in end-of-year assets across 9,506 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $135,879 per participant (98% of the national average assets-per-participant) . Net income for plan year 2024 was $58M.
This plan identity (EIN 043358566, plan #005) has 4 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $995M to $1.3B (+29.8%) while covered participants moved from 95 to 9,506 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 95 | $995M | Open filing |
| 2022 | 8,364 | $992M | Open filing |
| 2023 | 8,379 | $1.2B | Open filing |
| 2024 · index core | 9,506 | $1.3B | This page |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Umass Memorial Health Care 401(k) Plan (401(k), $1.4B, 13,351 participants)
- Umass Memorial Health Care 403(b) Plan (Other, $650M, 4,397 participants)
Umass Memorial Health Care Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Itw Retirement Accumulation Plan in IL ($1.3B); by covered participants it is New York State Teamsters Conference Pension & Retirement Fund in NY (9,522 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.3B here).
- Itw Retirement Accumulation Plan (IL) $1.3B · 2,893
- Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan (CO) $1.3B · 38,340
- Zurich American Insurance Company Retirement Account Plan (IL) $1.3B · 5,426
- The University of Chicago Retirement Income Plan (IL) $1.3B · 9,810
Similar participant headcount
Nearest other-state filings by covered participants (9,506 participants); asset peers above are excluded.
- New York State Teamsters Conference Pension & Retirement Fund (NY) 9,522 · 16 off
- Premier Health Partners Employees Retirement Plan (OH) 9,472 · 34 off
- Laboratory Corporation of America Holdings Cash Balance Retirement Plan (NC) 9,540 · 34 off
- Ufcw-Giant Variable Annuity Fund (MD) 9,542 · 36 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.