Other · DOL Form 5500 · 2022

Merrimack College Retirement Plan

Data updated 2026-08-11

$150M
Total assets
1,036
Participants
95th
Percentile by assets
$144,899
Avg per participant
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Official DOL plan name: Merrimack College 403(b) Retirement Plan · Sponsored by Merrimack College · Massachusetts · Educational Services

$150M in assets, 1,036 participants

Merrimack College's Merrimack College 403(b) Retirement Plan reported $150M in total assets and 1,036 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 139,126 plans)
  • #3,647 in Educational Services (4,024 peers)

Where Merrimack College 403(b) Retirement Plan sits by assets

Merrimack College 403(b) Retirement Plan sits in the top 5% of all filed plans by assets, $150M for 1,036 participants (~$144,899/participant), down 10.7% in 2022.

$150M
total plan assets (2022 EOY)
1,036
covered participants
95th
percentile by assets (of 139,126 plans)
$144,899
avg assets per participant

The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Merrimack College 403(b) Retirement Plan sits by total assets

Merrimack College 403(b) Retirement Plan vs every filed plan by assets

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

$150,115,508 Top 5% higher than 95% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Massachusetts
Industry
Educational Services

Merrimack College 403(b) Retirement Plan vs the 2022 asset distribution

By assets, Merrimack College 403(b) Retirement Plan outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$168M
Net Assets (End of Year)$150M
Net Income-$18M
Employer EIN042103731
Plan Effective Date1956-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Merrimack College)

$140M$160M$180M$200M 202220232024 $150M $185M ▲ +23.0%
Total plan assets by year, all Merrimack College plans on file
Year Plans Participants Total Assets
2022 1 1,036 $150M
2023 1 1,058 $165M
2024 1 658 $185M

Nearby Other Plans in Massachusetts

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

Merrimack College 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 -1012345 Total assets ($B) Participants Merrimack College 40…, Total assets ($B): 0.150115508 · Participants: 1036Merrimack College 40…The Mitre Corporatio…, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporatio…Harvard University T…, Total assets ($B): 3.162431633 · Participants: 21269Harvard University T…Boston University Re…, Total assets ($B): 2.46303455 · Participants: 8045Boston University Re…Northeastern Univers…, Total assets ($B): 1.895761726 · Participants: 9310Northeastern Univers…Boston University Su…, Total assets ($B): 1.339557889 · Participants: 12377Boston University Su…
Merrimack College 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Merrimack College 403(b) Retirement Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Merrimack College 403(b) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Merrimack College 403(b) Retirement Plan assets move in 2022? ▼
Merrimack College 403(b) Retirement Plan pulled back noticeably - down 10.7% during 2022, from $168M to $150M. Reported net income was -$18M.
How have Merrimack College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Merrimack College's sponsor-wide assets grew 23.0%, from $150M to $185M.
Where does Merrimack College 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Merrimack College 403(b) Retirement Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Merrimack College 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Hotchkiss School 403(b) Retirement Plan in CT ($150M, 367 participants).

Next read for Merrimack College 403(b) Retirement Plan

Scale reading

Ways to act on Merrimack College 403(b) Retirement Plan's numbers.

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 042103731.

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.