Other · DOL Form 5500 · 2022
Mercer University Retirement Plan
Data updated 2026-08-11
- $454M
- Total assets
- 1,982
- Participants
- 98th
- Percentile by assets
- $228,954
- Avg per participant
Official DOL plan name: Mercer University Defined Contribution Retirement Plan · Sponsored by Mercer University · Georgia · Educational Services
$454M in assets, 1,982 participants
Mercer University's Mercer University Defined Contribution Retirement Plan reported $454M in total assets and 1,982 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #3,886 in Educational Services (4,024 peers)
Where Mercer University Defined Contribution Retirement Plan sits by assets
Mercer University Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $454M for 1,982 participants (~$228,954/participant), down 12.9% in 2022.
- $454M
- total plan assets (2022 EOY)
- 1,982
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $228,954
- avg assets per participant
The plan reported a net loss of $67M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mercer University Defined Contribution Retirement Plan vs the 2022 asset distribution
By assets, Mercer University Defined Contribution Retirement Plan outranks 98% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 4.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $521M |
|---|---|
| Net Assets (End of Year) | $454M |
| Net Income | -$67M |
| Employer EIN | 580566167 |
| Plan Effective Date | 1962-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mercer University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,982 | $454M |
| 2023 | 1 | 1,898 | $514M |
| 2024 | 1 | 1,916 | $559M |
Nearby Other Plans in Georgia
Peer Other plans, same state, same plan type, ranked by total assets.
Mercer University Defined Contribution Retirement Plan vs. nearby Other plans in Georgia, assets vs. participants
- Wellstar Health System, Inc. Supplemental Retirement Savings Plan $1.7B · 24,566
- Northside Hospital 403(b) Retirement Plan $1.2B · 25,169
- Childrens Healthcare of Atlanta Inc Share Plan $1.0B · 12,262
- IBEW Local 613 Defined Contribution Pension Plan $582M · 5,837
- Navicent Health 403(b) Retirement Savings Plan $430M · 6,281
Similar-Sized Other Plans Nationally
Other plans in other states closest to Mercer University Defined Contribution Retirement Plan by total assets, not by location.
- Pomona Valley Hospital Medical Center Retirement Savings Plan (CA) $454M · 3,731
- Virginia Mason Medical Center 403(b) Plan (WA) $457M · 5,560
- Henry M Jackson Foundation Defined Contribution Plan (MD) $450M · 2,259
- Children's Retirement Income Benefit Plan (OH) $459M · 6,632
Frequently Asked Questions
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Scale reading
Ways to act on Mercer University Defined Contribution Retirement Plan's numbers.
- By total assets, Mercer University Defined Contribution Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Georgia. Compare plans
- Mercer University's sponsor-wide assets have grown 23.1% since 2022 across 3 plan years on file. More Educational Services plans