Other · DOL Form 5500 · 2022

Mercy College Retirement Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
531
Participants Below avg headcount
92nd
Percentile by assets National rank
$159,567
Avg per participant Above avg balance/head
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Official DOL plan name: Mercy College Tax Deferred Annuity Plan · Sponsored by Mercy College · New York · Educational Services

$85M in assets, 531 participants

Mercy College's Mercy College Tax Deferred Annuity Plan reported $85M in total assets and 531 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #3,422 in Educational Services (4,024 peers)

Where Mercy College Tax Deferred Annuity Plan sits by assets

Mercy College Tax Deferred Annuity Plan sits in the top 10% of all filed plans by assets, $85M for 531 participants (~$159,567/participant), down 12.2% in 2022.

#3,422
in Educational Services (4,024 peers)
-12.2%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mercy College Tax Deferred Annuity Plan's outsized position by total assets

Mercy College Tax Deferred Annuity Plan vs every filed plan by assets

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

$84,730,011 Top 8% higher than 92% 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

Mercy College Tax Deferred Annuity 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. Mercy College Tax Deferred Annuity Plan sits mid-pack in the medium band (531 participants).

Form 5500 schedule snapshot

Filing strip 131967321 · Mercy College PY 2022 · Other

Mercy College Tax Deferred Annuity Plan · $85M · 531 · 92nd

  • BOOK $85M
  • VS-ST 531
  • BOY 92nd
  • SCH Other
  • EBSA near Lakeview Center Retirement Savings 403(b) Plan
  • PART ind #3422

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 New York →

Mercy College Tax Deferred Annuity Plan in the asset neighbourhood

Versiti 403(b) Retirement PlanVersiti 403(b) Retirement Pl…$85MEvertec Group, LLC Savings & Investment Plan Savings and Investment PlanEvertec Group, LLC Savings &…$85MMercy College Tax Deferred Annuity PlanMercy College Tax Deferred A…$85MLakeview Center Retirement Savings 403(b) PlanLakeview Center Retirement S…$85MHendrix College Defined Contribution Retirement PlanHendrix College Defined Cont…$85M
End-of-year total assets ($M) among Mercy College Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$96M
Net Assets (End of Year)$85M
Net Income-$12M
Employer EIN131967321
Plan Effective Date1965-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mercy College)

Sponsor-wide plan assets over time

All Mercy College plans reported in each filing year

Latest sponsor-wide plan assets
$222M 19.978554754204644% vs 2022
2024 filing year
$180M$200M$220M$240M 202220232024 $185M $222M ▲ +20.0%
Year Plans Participants Total Assets
2022 2 1,136 $185M
2023 2 2,812 $202M
2024 2 2,765 $222M

Nearby Other Plans in New York

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

Mercy College Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Mercy College Tax Deferred Annuity Plan, Total assets ($B): 0.084730011 · Participants: 531Mercy College Tax Deferred Annuity PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Mercy College Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants
Compare Mercy College Tax Deferred Annuity Plan side-by-side with 3 peers →

Mercy College Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Lakeview Center Retirement Savings 403(b) Plan in FL ($85M); by covered participants it is Brooks Range 401(k) Profit Sharing Plan K'oyitl'otsina, Ltd. in AK (531 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (531 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 Mercy College Tax Deferred Annuity Plan assets move in 2022? ▼
Mercy College Tax Deferred Annuity Plan pulled back noticeably - down 12.2% during 2022, from $96M to $85M. Reported net income was -$12M.
How have Mercy College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mercy College's sponsor-wide assets grew 20.0%, from $185M to $222M.
Where does Mercy College Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Mercy College Tax Deferred Annuity Plan ranks in the 92nd 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 Mercy College Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Lakeview Center Retirement Savings 403(b) Plan in FL ($85M, 2,432 participants).
Which Other plans cover a similar participant headcount to Mercy College Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Brooks Range 401(k) Profit Sharing Plan K'oyitl'otsina, Ltd. in AK (531 participants, $22M 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 131967321.

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.