Other · DOL Form 5500 · 2022
Merrimack College Retirement Plan
Data updated 2026-08-25
- $150M
- Total assets Near avg plan size
- 1,036
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $144,899
- Avg per participant Above avg balance/head
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.
- #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.
- #3,647
- in Educational Services (4,024 peers)
- -10.7%
- assets change YoY
- 1.5×
- vs typical plan assets (national mean)
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.
Merrimack College 403(b) Retirement Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Merrimack College 403(b) 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. Merrimack College 403(b) Retirement Plan lands in the large band (1,036 participants).
Published 5500 schedule card
Filing strip 042103731 · Merrimack College PY 2022 · Other
Merrimack College 403(b) Retirement Plan · $150M · 1,036 · 95th
- ASSETS $150M
- PCT 1,036
- EIN 95th
- RANK Other
- PHOTO near The Hotchkiss School 403(b) Retirement Plan
- IND ind #3647
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 Massachusetts →
Merrimack College 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $168M |
|---|---|
| Net Assets (End of Year) | $150M |
| Net Income | -$18M |
| Employer EIN | 042103731 |
| Plan Effective Date | 1956-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Merrimack College)
Sponsor-wide plan assets over time
All Merrimack College plans reported in each filing year
- Latest sponsor-wide plan assets
- $185M 22.96479987930361% vs 2022
- 2024 filing year
| 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.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Merrimack College 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is The Hotchkiss School 403(b) Retirement Plan in CT ($150M); by covered participants it is Columbia University Defined Contribution Plan - Supporting Staff Association at the College of Physicians and Surgeons in NY (1,036 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($150M here).
- The Hotchkiss School 403(b) Retirement Plan (CT) $150M · 367
- Federation of American Societies for Experimental Biology Defined Contribution Plan (MD) $150M · 309
- Community Health Network 403(b) Retirement Savings Plan (IN) $150M · N/A
- Columbia University Defined Contribution Plan for Supporting Staff (NY) $149M · 1,114
Similar participant headcount
Nearest other-state filings by covered participants (1,036 participants); asset peers above are excluded.
- Columbia University Defined Contribution Plan - Supporting Staff Association at the College of Physicians and Surgeons (NY) 1,036 · 0 off
- Retirement Savings 403(b) Plan for Employees of Presbyterian Homes (IL) 1,036 · 0 off
- Rest Haven Christian Services Care Plan (IL) 1,034 · 2 off
- Missouri Delta Medical Center Tax Deferred Annuity Plan (MO) 1,038 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.