Defined Benefit (Pension) · DOL Form 5500 · 2024
Umass Memorial Health Care, Inc. Pension Plan
Data updated 2026-08-11
- $1.3B
- Total assets
- 9,506
- Participants
- 99th
- Percentile by assets
- $135,879
- Avg per participant
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.
- 99th percentile by assets (of 123,622 plans)
- #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.
- $1.3B
- total plan assets (2024 EOY)
- 9,506
- covered participants
- 99th
- percentile by assets (of 123,622 plans)
- $135,879
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Umass Memorial Health Care Pension Plan reports 9,506 participants - 14x that state average ($1.3B EOY assets).
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.)
| 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.
Umass Memorial Health Care Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
- 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Umass Memorial Health Care Pension Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Umass Memorial Health Care Pension Plan assets move in 2024? ▼
How have Umass Memorial Health Care, Inc. plan assets changed over time? ▼
Where does Umass Memorial Health Care Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Umass Memorial Health Care Pension Plan? ▼
Next read for Umass Memorial Health Care Pension Plan
Filing takeaways
Ways to act on Umass Memorial Health Care Pension Plan's numbers.
- By total assets, Umass Memorial Health Care Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Massachusetts. Compare plans
- Umass Memorial Health Care, Inc.'s sponsor-wide assets have declined 3.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans