401(k) · DOL Form 5500 · 2022

The Regents of Mercersburg College Mercersburg Academy 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
230
Participants Below avg headcount
87th
Percentile by assets National rank
$194,985
Avg per participant Above avg balance/head
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Official DOL plan name: Mercersburg Academy 401(k) Plan · Sponsored by The Regents of Mercersburg College Mercersburg Academy · Pennsylvania · Educational Services

$45M in assets, 230 participants

The Regents of Mercersburg College Mercersburg Academy's Mercersburg Academy 401(k) Plan reported $45M in total assets and 230 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #3,065 in Educational Services (4,024 peers)

Coverage in Pennsylvania

Mercersburg Academy 401(k) Plan covers 230 participants in Pennsylvania, about 28% of the average Pennsylvania filer (state average ~822 per filing). Assets: $45M.

#3,065
in Educational Services (4,024 peers)
-23.1%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mercersburg Academy 401(k) Plan's outsized position by total assets

Mercersburg Academy 401(k) Plan vs every filed plan by assets

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

$44,846,473 Top 13% higher than 87% 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

Mercersburg Academy 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. Mercersburg Academy 401(k) Plan sits mid-pack in the medium band (230 participants).

Published 5500 schedule card

Filing strip 231365963 · The Regents of Mercersburg College Mercersburg Academy PY 2022 · 401(k)

Mercersburg Academy 401(k) Plan · $45M · 230 · 87th

  • PART $45M
  • TYPE 230
  • NET 87th
  • BOOK 401(k)
  • VS-ST near Fresh Mark, Inc. Savings Plan
  • BOY ind #3065

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 Pennsylvania →

Mercersburg Academy 401(k) Plan in the asset neighbourhood

US Radiology 401(k) Retirement PlanUS Radiology 401(k) Retireme…$45MUnisea 401(k) Plan$45MFund Evaluation Group, LLC 401(k) Profit Sharing PlanFund Evaluation Group, LLC 4…$45MMercersburg Academy 401(k) PlanMercersburg Academy 401(k) P…$45MFresh Mark, Inc. Savings Plan$45M
End-of-year total assets ($M) among Mercersburg Academy 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$45M
Net Income-$13M
Employer EIN231365963
Plan Effective Date2007-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Regents of Mercersburg College Mercersburg Academy)

Sponsor-wide plan assets over time

All The Regents of Mercersburg College Mercersburg Academy plans reported in each filing year

Latest sponsor-wide plan assets
$59M 32.575676575502385% vs 2022
2024 filing year
$40M$45M$50M$55M$60M$65M 202220232024 $44.9M $59.5M ▲ +32.6%
Year Plans Participants Total Assets
2022 1 230 $45M
2023 1 241 $53M
2024 1 235 $59M

Nearby 401(k) Plans in Pennsylvania

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

Mercersburg Academy 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Mercersburg Academy 401(k) Plan, Total assets ($B): 0.044846473 · Participants: 230Mercersburg Academy 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Mercersburg Academy 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Mercersburg Academy 401(k) Plan side-by-side with 3 peers →

Mercersburg Academy 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Fresh Mark, Inc. Savings Plan in OH ($45M); by covered participants it is Convercent 401(k) in CO (230 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($45M here).

Similar participant headcount

Nearest other-state filings by covered participants (230 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 Mercersburg Academy 401(k) Plan assets move in 2022? ▼
Mercersburg Academy 401(k) Plan declined sharply - down 23.1% during 2022, from $58M to $45M. Reported net income was -$13M.
How have The Regents of Mercersburg College Mercersburg Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Regents of Mercersburg College Mercersburg Academy's sponsor-wide assets grew 32.6%, from $45M to $59M.
Where does Mercersburg Academy 401(k) Plan rank by assets among Form 5500 filers? ▼
Mercersburg Academy 401(k) Plan ranks in the 87th 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 Mercersburg Academy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fresh Mark, Inc. Savings Plan in OH ($45M, 635 participants).
Which 401(k) plans cover a similar participant headcount to Mercersburg Academy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Convercent 401(k) in CO (230 participants, N/A 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 231365963.

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.