Employer · plans filed under one EIN
University of Miami
Coral Gables, FL · Educational services
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
6 retirement plans with 100 or more participants file Form 5500 under University of Miami's employer identification number (Coral Gables, Florida). Their latest filings total 43,279 participant records and $5.00B in net assets.
The largest is University of Miami Retirement Savings Plan, a 403(b) plan with 19,738 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $161M and participant contributions $127M in the latest plan years; benefits paid were $283M. Schedule C compensation reported to service provider organisations totalled $4.8M.
Combined net assets moved from $1.68B in 2009 to $5.00B in 2024 (up 198%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| University of Miami Retirement Savings Plan | 403(b) plan | 2024 | 19,738 | $2.07B | $104,932 | $8,404 | $1.3M |
| Retirement Savings Plan III | 403(b) plan | 2024 | 10,027 | $128M | $12,773 | $2,729 | $173K |
| Retirement Plan for Employees of the Univ of Miami | cash balance pension plan | 2024 | 5,141 | $557M | $108,277 | $5,593 | $2.4M |
| University of Miami Supplemental Retirement Annuity Program | 403(b) plan | 2024 | 3,708 | $810M | $218,382 | — | $174K |
| Defined Contribution Retirement Plan for Faculty of the University of Miami | 403(b) plan | 2024 | 2,379 | $1.24B | $520,142 | $19,954 | $608K |
| University of Miami Retirement Savings Plan II | 403(b) plan | 2024 | 2,286 | $195M | $85,281 | $5,570 | $115K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 6 | 43,279 | $5.00B | $161M | $127M |
| 2023 | 6 | 41,461 | $4.43B | $149M | $114M |
| 2022 | 6 | 39,288 | $3.84B | $131M | $102M |
| 2021 | 6 | 37,060 | $4.43B | $110M | $90.8M |
| 2020 | 6 | 42,595 | $4.24B | $62.6M | $84.1M |
| 2019 | 5 | 41,959 | $3.94B | $112M | $80.9M |
| 2018 | 5 | 42,321 | $3.35B | $107M | $74.3M |
| 2017 | 5 | 38,759 | $3.40B | $87.4M | $68.1M |
| 2016 | 5 | 40,048 | $3.04B | $121M | $64.8M |
| 2015 | 5 | 37,287 | $2.79B | $124M | $58.3M |
| 2014 | 5 | 36,211 | $2.77B | $143M | $40.8M |
| 2013 | 5 | 36,340 | $2.64B | $130M | $52.1M |
| 2012 | 5 | 39,023 | $2.38B | $139M | $48.3M |
| 2011 | 4 | 32,089 | $1.57B | $114M | $26.7M |
| 2010 | 5 | 38,075 | $1.97B | $98.8M | $44.4M |
| 2009 | 5 | 42,508 | $1.68B | $81.9M | $40.6M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Fidelity Investments Inst Ops Co. in | Recordkeeping and information management; Custodial (securities); Participant loan processing; Plan Administrator | 5 | $1,289,159 |
| Willis Towers Watson US LLC | Actuarial | 1 | $900,463 |
| Strategic Advisors, Inc. | Investment advisory (plan) | 5 | $752,842 |
| Arrowstreet Capital Ltd. Partnership | Investment management | 1 | $448,488 |
| Pacific Investment Management Co. | Investment management | 1 | $183,891 |
| Northern Trust | Trustee (directed); Investment management; Other services | 1 | $182,774 |
| Logan Circle Partners, L.P. | Investment management; Securities brokerage | 1 | $167,486 |
| Nepc | Investment advisory (plan) | 1 | $164,222 |
| Parametric Portfolio Associates,llc | Investment management | 1 | $157,361 |
| TIAA | Contract Administrator; Recordkeeping and information management; Custodial (securities) | 3 | $147,382 |
| Cap Financial Partners LLC | Investment advisory (plan) | 1 | $135,043 |
| Wellington Trust Company | Investment advisory (plan) | 1 | $129,765 |
| Variable Annuity Life Insurance Com | Contract Administrator; Recordkeeping and information management; Custodial (securities) | 2 | $54,126 |
| KPMG, LLP | Accounting (including auditing) | 1 | $54,120 |
| Fidelity Management Trust Company | Recordkeeping and information management; Custodial (securities) | 1 | $20,688 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does University of Miami have?
6 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: University of Miami Retirement Savings Plan, Retirement Savings Plan III, Retirement Plan for Employees of the Univ of Miami and University of Miami Supplemental Retirement Annuity Program and others. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does University of Miami contribute to its plans?
$160,966,380 in employer contributions across these plans in their latest plan years, about $6,121 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Fidelity Investments Inst Ops Co. in, Willis Towers Watson US LLC, Strategic Advisors, Inc. and Arrowstreet Capital Ltd. Partnership and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.