Other · DOL Form 5500 · 2022
Mercer University Retirement Plan
Data updated 2026-08-25
- $454M
- Total assets Above avg plan size
- 1,982
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $228,954
- Avg per participant Above avg balance/head
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.
- #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.
- #3,886
- in Educational Services (4,024 peers)
- -12.9%
- assets change YoY
- 4.6×
- vs typical plan assets (national mean)
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's outsized position by total assets
Mercer University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$453,786,357 Top 2% higher than 98% 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
Mercer University Defined Contribution Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mercer University Defined Contribution Retirement Plan lands in the large band (1,982 participants).
Plan-year Form 5500 strip
Filing strip 580566167 · Mercer University PY 2022 · Other
Mercer University Defined Contribution Retirement Plan · $454M · 1,982 · 98th
- TYPE $454M
- NET 1,982
- BOOK 98th
- VS-ST Other
- BOY near Pomona Valley Hospital Medical Center Retirement Savings Plan
- SCH ind #3886
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 Georgia →
Mercer University Defined Contribution Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Mercer University plans reported in each filing year
- Latest sponsor-wide plan assets
- $559M 23.12872420710524% vs 2022
- 2024 filing year
| 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.
- 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
Mercer University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is Pomona Valley Hospital Medical Center Retirement Savings Plan in CA ($454M); by covered participants it is Sunrise Community, Inc. the Employee Pension Benefit Plan in FL (1,979 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($454M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,982 participants); asset peers above are excluded.
- Sunrise Community, Inc. the Employee Pension Benefit Plan (FL) 1,979 · 3 off
- Thrift Retirement Plan (MN) 1,976 · 6 off
- Lehigh University Retirement Plan (PA) 1,973 · 9 off
- Uva Physicians Group Voluntary Tax-Deferred Savings Plan (VA) 1,973 · 9 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.