Other · DOL Form 5500 · 2022

Misericordia University Retirement Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
358
Participants Below avg headcount
91st
Percentile by assets National rank
$211,988
Avg per participant Above avg balance/head
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Official DOL plan name: Misericordia University Tax-Deferred Annuity Retirement Plan · Sponsored by Misericordia University · Pennsylvania · Educational Services

$76M in assets, 358 participants

Misericordia University's Misericordia University Tax-Deferred Annuity Retirement Plan reported $76M in total assets and 358 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,366 in Educational Services (4,024 peers)

Coverage in Pennsylvania

Misericordia University Tax-Deferred Annuity Retirement Plan covers 358 participants in Pennsylvania, about 44% of the average Pennsylvania filer (state average ~822 per filing). Assets: $76M.

#3,366
in Educational Services (4,024 peers)
-16.4%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Misericordia University Tax-Deferred Annuity Retirement Plan's outsized position by total assets

Misericordia University Tax-Deferred Annuity Retirement Plan vs every filed plan by assets

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

$75,891,798 Top 9% higher than 91% 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

Misericordia University Tax-Deferred Annuity Retirement 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. Misericordia University Tax-Deferred Annuity Retirement Plan sits mid-pack in the medium band (358 participants).

EBSA filing schedule strip

Filing strip 240795406 · Misericordia University PY 2022 · Other

Misericordia University Tax-Deferred Annuity Retirement Plan · $76M · 358 · 91st

  • PART $76M
  • PART 358
  • PART 91st
  • PART Other
  • PART near Cbwchc 403(b) Plan
  • PART ind #3366

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 →

Misericordia University Tax-Deferred Annuity Retirement Plan in the asset neighbourhood

Children's Health System, Inc. Defined Contribution PlanChildren's Health System, In…$76MMisericordia University Tax-Deferred Annuity Retirement PlanMisericordia University Tax-…$76MCbwchc 403(b) Plan$76MRetirement and Savings Plan$76MThe Forsyth Institute Defined Contribution PlanThe Forsyth Institute Define…$76M
End-of-year total assets ($M) among Misericordia University Tax-Deferred Annuity Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$76M
Net Income-$15M
Employer EIN240795406
Plan Effective Date1956-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Misericordia University)

Sponsor-wide plan assets over time

All Misericordia University plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$50M$100M 202220232024 $75.9M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 358 $76M
2023 1 347 $90M
2024 1 343 N/A

Nearby Other Plans in Pennsylvania

Peer Other plans, same state, same plan type, ranked by total assets.

Misericordia University Tax-Deferred Annuity Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Misericordia University Tax-Deferred Annuity Retirement Plan, Total assets ($B): 0.075891798 · Participants: 358Misericordia University Tax-Deferred Annuity Retirement PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 5.530640141 · Participants: 13262The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 3.456020418 · Participants: 75307Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 2.490968748 · Participants: 39740The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.240167169 · Participants: 6166Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.11120447 · Participants: 14302Jefferson Defined Contribution Retirement Plan
Misericordia University Tax-Deferred Annuity Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Misericordia University Tax-Deferred Annuity Retirement Plan side-by-side with 3 peers →

Misericordia University Tax-Deferred Annuity Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Cbwchc 403(b) Plan in NY ($76M); by covered participants it is Charles R. Drew University Defined Contribution Plan in CA (358 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($76M here).

Similar participant headcount

Nearest other-state filings by covered participants (358 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 Misericordia University Tax-Deferred Annuity Retirement Plan assets move in 2022? ▼
Misericordia University Tax-Deferred Annuity Retirement Plan declined sharply - down 16.4% during 2022, from $91M to $76M. Reported net income was -$15M.
Where does Misericordia University Tax-Deferred Annuity Retirement Plan rank by assets among Form 5500 filers? ▼
Misericordia University Tax-Deferred Annuity Retirement Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Misericordia University Tax-Deferred Annuity Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Cbwchc 403(b) Plan in NY ($76M, 529 participants).
Which Other plans cover a similar participant headcount to Misericordia University Tax-Deferred Annuity Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Charles R. Drew University Defined Contribution Plan in CA (358 participants, $31M 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 240795406.

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.