Other · DOL Form 5500 · 2022
Mercyhurst University Retirement Plan
Data updated 2026-08-11
- $76M
- Total assets
- 409
- Participants
- 91st
- Percentile by assets
- $185,481
- Avg per participant
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.
- 91st percentile by assets (of 139,126 plans)
- #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.
- $76M
- total plan assets (2022 EOY)
- 409
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $185,481
- avg assets per participant
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.
Where Mercyhurst University Defined Contribution Retirement Plan sits 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
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Mercyhurst University Defined Contribution Retirement Plan reports 409 participants - about 50% of that state average ($76M EOY assets).
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)
| 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.
Mercyhurst University Defined Contribution Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Mercyhurst University Defined Contribution Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Mercyhurst University Defined Contribution Retirement Plan assets move in 2022? ▼
How have Mercyhurst University plan assets changed over time? ▼
Where does Mercyhurst University Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Mercyhurst University Defined Contribution Retirement Plan? ▼
Next read for Mercyhurst University Defined Contributi…
Filing takeaways
Ways to act on Mercyhurst University Defined Contribution Retirement Plan's numbers.
- By total assets, Mercyhurst University Defined Contribution Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Mercyhurst University's sponsor-wide assets have grown 15.4% since 2022 across 3 plan years on file. More Educational Services plans