401(k) · DOL Form 5500 · 2022

Mount Mercy University 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
252
Participants Below avg headcount
78th
Percentile by assets National rank
$82,031
Avg per participant Below avg balance/head
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Official DOL plan name: Mount Mercy University 401(k) Plan · Sponsored by Mount Mercy University · Iowa · Educational Services

$21M in assets, 252 participants

Mount Mercy University's Mount Mercy University 401(k) Plan reported $21M in total assets and 252 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,488 in Educational Services (4,024 peers)

Coverage in Iowa

Mount Mercy University 401(k) Plan covers 252 participants in Iowa, about 41% of the average Iowa filer (state average ~609 per filing). Assets: $21M.

#2,488
in Educational Services (4,024 peers)
-16.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mount Mercy University 401(k) Plan's outsized position by total assets

Mount Mercy University 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$20,671,787 Top 22% higher than 78% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Mount Mercy University 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mount Mercy University 401(k) Plan sits mid-pack in the medium band (252 participants).

Form 5500 schedule snapshot

Filing strip 420681046 · Mount Mercy University PY 2022 · 401(k)

Mount Mercy University 401(k) Plan · $21M · 252 · 78th

  • NET $21M
  • BOOK 252
  • VS-ST 78th
  • BOY 401(k)
  • SCH near Yeshiva University High Schools Retirement Income Plan
  • EBSA ind #2488

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 Educational Services retirement plans → · Plans in Iowa →

Mount Mercy University 401(k) Plan in the asset neighbourhood

Mount Mercy University 401(k) PlanMount Mercy University 401(k…$21MYeshiva University High Schools Retirement Income PlanYeshiva University High Scho…$21MHall Prangle & Schoonveld LLC Retirement PlanHall Prangle & Schoonveld LL…$21MHobbs, Inc. 401(k) Profit Sharing PlanHobbs, Inc. 401(k) Profit Sh…$21MRd Management, LLC 401(k) Savings PlanRd Management, LLC 401(k) Sa…$21M
End-of-year total assets ($M) among Mount Mercy University 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$21M
Net Income-$4M
Employer EIN420681046
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mount Mercy University)

Sponsor-wide plan assets over time

All Mount Mercy University plans reported in each filing year

Latest sponsor-wide plan assets
$27M 29.905943787056245% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $20.7M $26.9M ▲ +29.9%
Year Plans Participants Total Assets
2022 1 252 $21M
2023 1 256 $24M
2024 1 245 $27M

Nearby 401(k) Plans in Iowa

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Mount Mercy University 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Mount Mercy University 401(k) Plan, Total assets ($B): 0.020671787 · Participants: 252Mount Mercy University 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Mount Mercy University 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Mount Mercy University 401(k) Plan side-by-side with 3 peers →

Mount Mercy University 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Yeshiva University High Schools Retirement Income Plan in NY ($21M); by covered participants it is Apollo Professional Solutions, Inc. 401(k) Plan in NH (252 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (252 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mount Mercy University 401(k) Plan assets move in 2022? ▼
Mount Mercy University 401(k) Plan declined sharply - down 16.8% during 2022, from $25M to $21M. Reported net income was -$4M.
How have Mount Mercy University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mount Mercy University's sponsor-wide assets grew 29.9%, from $21M to $27M.
Where does Mount Mercy University 401(k) Plan rank by assets among Form 5500 filers? ▼
Mount Mercy University 401(k) Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mount Mercy University 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Yeshiva University High Schools Retirement Income Plan in NY ($21M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Mount Mercy University 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Apollo Professional Solutions, Inc. 401(k) Plan in NH (252 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 420681046.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.