Other · DOL Form 5500 · 2022
Mercyhurst University Retirement Plan
Data updated 2026-08-25
- $76M
- Total assets Below avg plan size
- 409
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $185,481
- Avg per participant Above avg balance/head
Official DOL plan name: Mercyhurst University Defined Contribution Retirement Plan · Sponsored by Mercyhurst University · Pennsylvania · Educational Services
$76M in assets, 409 participants
Mercyhurst University's Mercyhurst University Defined Contribution Retirement Plan reported $76M in total assets and 409 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- #3,365 in Educational Services (4,024 peers)
Coverage in Pennsylvania
Mercyhurst University Defined Contribution Retirement Plan covers 409 participants in Pennsylvania, about 50% of the average Pennsylvania filer (state average ~822 per filing). Assets: $76M.
- #3,365
- in Educational Services (4,024 peers)
- -1.6%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mercyhurst University Defined Contribution Retirement Plan's outsized position by total assets
Mercyhurst University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$75,861,677 Top 9% higher than 91% 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
Mercyhurst University Defined Contribution Retirement 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. Mercyhurst University Defined Contribution Retirement Plan sits mid-pack in the medium band (409 participants).
Form 5500 schedule snapshot
Filing strip 250965430 · Mercyhurst University PY 2022 · Other
Mercyhurst University Defined Contribution Retirement Plan · $76M · 409 · 91st
- PCT $76M
- EIN 409
- RANK 91st
- PHOTO Other
- IND near Cbwchc 403(b) Plan
- EOY ind #3365
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 Pennsylvania →
Mercyhurst University Defined Contribution Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $77M |
|---|---|
| Net Assets (End of Year) | $76M |
| Net Income | -$1M |
| Employer EIN | 250965430 |
| Plan Effective Date | 1964-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mercyhurst University)
Sponsor-wide plan assets over time
All Mercyhurst University plans reported in each filing year
- Latest sponsor-wide plan assets
- $88M 15.418913030356554% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 409 | $76M |
| 2023 | 1 | 388 | $84M |
| 2024 | 1 | 414 | $88M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
Mercyhurst University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Cbwchc 403(b) Plan in NY ($76M); by covered participants it is Avenal Community Health Center 403(b) Plan in CA (409 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($76M here).
- Cbwchc 403(b) Plan (NY) $76M · 529
- Retirement and Savings Plan (NY) $76M · 1,547
- The Forsyth Institute Defined Contribution Plan (MA) $76M · 122
- Children's Health System, Inc. Defined Contribution Plan (VA) $76M · 721
Similar participant headcount
Nearest other-state filings by covered participants (409 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.