Umass Memorial Health Care 401(k) and pension plans

Umass Memorial Health Care, Inc., Worcester, MA. EIN 04-3358566. Annual reports 2009–2024. Also filed as Umass Memorial Health Care, Inc.

Umass Memorial Health Care, Inc. has 3 active retirement plans on file. The largest is the Umass Memorial Health Care 401(k) Plan, with 17,359 participants and $1.4 billion in assets in 2024. Fidelity has been its recordkeeper since 2009.

Active plans: 3
Participants: 38,859
Plan assets: $3.4 billion
401(k) recordkeeper: Fidelity
Plans on file: 4
Industry: Health care

All 4 plans

Active plans first

Umass Memorial Health Care 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 04-3358566
Participants (2024): 17,359
Net assets (2024): $1.4 billion
Recordkeeper: Fidelity2009–2024
Plan administrator: Umass Memorial Health Care, Inc.
WBC 67 Millbrook Street, North Building, 1ST Floor
Worcester, MA 01606
(508) 334-8511As filed for 2024
In effect since: April 1, 1999

Earlier plan names: Umass Memorial Health Care 401(k); Umass Memorial Healthcare 401K.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	17,359	$1.4 billion	Fidelity
2023	16,482	$1.2 billion	Fidelity
2022	15,534	$1.0 billion	Fidelity
2021	12,283	$1.3 billion	Fidelity
2020	11,792	$1.1 billion	Fidelity
2019	11,233	$916 million	Fidelity
2018	10,866	$731 million	Fidelity
2017	11,567	$749 million	Fidelity
2016	10,426	$607 million	Fidelity
2015	10,038	$550 million	Fidelity
2014	10,443	$530 million	Fidelity
2013	10,523	$489 million	Fidelity
2010	10,529	$309 million	Fidelity
2009	10,343	$245 million	Fidelity

Umass Memorial Health Care Pension Plan

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 005Employer EIN 04-3358566
Participants (2024): 14,897
Net assets (2024): $1.3 billion
Administered by: Crowe LLP2021–2023
Plan administrator: Umass Memorial Health Care, Inc.
WBC- 67 Millbrook Street, North Building, 1ST Floor
Worcester, MA 01606
(508) 334-8511As filed for 2024
In effect since: January 1, 1971

Year by year, 2020 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	14,897	$1.3 billion	not listed
2023	13,636	$1.2 billion	Crowe LLP
2022	12,909	$990 million	Crowe LLP
2021	12,485	$930 million	Crowe LLP
2020	12,032	$1.2 billion	not listed

Umass Memorial Health Care 403(b) Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 004Employer EIN 04-3358566
Participants (2024): 6,603
Net assets (2024): $650 million
Recordkeeper: Fidelity2009–2024
Plan administrator: Umass Memorial Health Care, Inc.
WBC- 67 Millbrook Street, North Building, 1ST Floor
Worcester, MA 01606
(508) 334-8511As filed for 2024
In effect since: January 1, 2009

Plans merged into this one: Harrington Memorial Hospital 403(b) Savings Plan (2022).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	6,603	$650 million	Fidelity
2023	5,430	$585 million	Fidelity
2022	5,104	$491 million	Fidelity
2021	3,572	$520 million	Fidelity
2020	3,443	$453 million	Fidelity
2019	3,275	$386 million	Fidelity
2018	3,125	$310 million	Fidelity
2017	2,639	$313 million	Fidelity
2016	2,516	$254 million	Fidelity
2015	2,168	$228 million	Fidelity
2014	2,003	$213 million	Fidelity
2013	2,114	$193 million	Fidelity
2012	2,069	$151 million	Fidelity
2011	2,045	$118 million	Fidelity
2010	1,890	$107 million	Fidelity
2009	1,851	$83.4 million	Fidelity

The Umass Memorial Health Care Pension Plan

Cash balance pensionMerged

Merged. In 2019 its assets moved to the Marlborough Hospital Retirement Plan, sponsored by Marlborough Hospital (EIN 04-2104693, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 002Employer EIN 04-3358566
Participants (2018): 11,962
Net assets (2018): $844 million
Last listed administrator: Marketing Communication Resource2012
Plan administrator: Plan administrator
WBC - 67 Millbrook Street, North Building, 2ND Floor
Worcester, MA 01606
(508) 793-5666As filed for 2019
In effect since: October 1, 1969

Year by year, 2009 to 2019

Plan year	Participants	Net assets	Recordkeeper
2019	0	$0	not listed
2018	11,962	$844 million	not listed
2017	11,836	$882 million	not listed
2016	12,224	$827 million	not listed
2015	11,890	$780 million	not listed
2014	11,722	$777 million	not listed
2013	11,710	$672 million	not listed
2012	11,391	$593 million	Marketing Communication Resource
2011	11,554	$484 million	not listed
2010	11,385	$439 million	not listed
2009	11,330	$367 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Umass Memorial Health Care 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((508) 334-8511). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 4 plans

Umass Memorial Health Care 401(k) Plan

Umass Memorial Health Care Pension Plan

Umass Memorial Health Care 403(b) Plan

The Umass Memorial Health Care Pension Plan

If you had money in one of these plans

What these numbers are

Other health care employers in MA