Other · DOL Form 5500 · 2022
Misericordia University Retirement Plan
Data updated 2026-08-11
- $76M
- Total assets
- 358
- Participants
- 91st
- Percentile by assets
- $211,988
- Avg per participant
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.
- 91st percentile by assets (of 139,126 plans)
- #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.
- $76M
- total plan assets (2022 EOY)
- 358
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $211,988
- avg assets per participant
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.
Where Misericordia University Tax-Deferred Annuity Retirement Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Misericordia University Tax-Deferred Annuity Retirement Plan reports 358 participants - about 44% of that state average ($76M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $91M |
|---|---|
| Net Assets (End of Year) | $76M |
| Net Income | -$15M |
| Employer EIN | 240795406 |
| Plan Effective Date | 1956-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Misericordia University)
| 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
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
Similar-Sized Other Plans Nationally
Other plans in other states closest to Misericordia University Tax-Deferred Annuity Retirement Plan by total assets, not by location.
- Cbwchc 403(b) Plan (NY) $76M · 529
- Retirement and Savings Plan (NY) $76M · 1,547
- The Forsyth Institute Defined Contribution Plan (MA) $76M · 122
- Children's Health System, Inc. Defined Contribution Plan (VA) $76M · 721
Frequently Asked Questions
How did Misericordia University Tax-Deferred Annuity Retirement Plan assets move in 2022? ▼
Where does Misericordia University Tax-Deferred Annuity Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Misericordia University Tax-Deferred Annuity Retirement Plan? ▼
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Filing takeaways
Ways to act on Misericordia University Tax-Deferred Annuity Retirement Plan's numbers.
- By total assets, Misericordia University Tax-Deferred Annuity Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans