Other · DOL Form 5500 · 2023

Merakey USA Retirement Plan

Data updated 2026-08-11

$133M
Total assets
8,260
Participants
93rd
Percentile by assets
$16,095
Avg per participant
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Official DOL plan name: Merakey 403(b) Plan · Sponsored by Merakey USA · Pennsylvania · Healthcare & Social Assistance

$133M in assets, 8,260 participants

Merakey USA's Merakey 403(b) Plan reported $133M in total assets and 8,260 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #16,601 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Merakey 403(b) Plan covers 8,260 participants in Pennsylvania, 10x the typical Pennsylvania plan (state average ~822 per filing). Assets: $133M.

$133M
total plan assets (2023 EOY)
8,260
covered participants
93rd
percentile by assets (of 127,072 plans)
$16,095
avg assets per participant

Where Merakey 403(b) Plan sits by total assets

Merakey 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$132,947,453 Top 7% higher than 93% of 127,068 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Merakey 403(b) Plan reported net income rose from -$28M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Merakey 403(b) Plan reported participants rose from 7,089 in the plan year 2022 filing to 8,260 in the plan year 2023 filing.
  • Merakey 403(b) Plan end-of-year assets rose from $124M in the plan year 2022 filing to $133M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Pennsylvania
Industry
Healthcare & Social Assistance

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Merakey 403(b) Plan reports 8,260 participants - 10x that state average ($133M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)$114M
Net Assets (End of Year)$133M
Net Income$19M
Employer EIN232175924
Plan Effective Date2009-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Merakey USA)

$100M$150M$200M$250M$300M 202220232024 $128M $155M ▲ +21.7%
Total plan assets by year, all Merakey USA plans on file
Year Plans Participants Total Assets
2022 2 7,362 $128M
2023 4 15,030 $281M
2024 1 6,121 $155M

Nearby Other Plans in Pennsylvania

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

Merakey 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000 -202468 Total assets ($B) Participants Merakey 403(b) Plan, Total assets ($B): 0.132947453 · Participants: 8260Merakey 403(b) PlanThe University of Pe…, Total assets ($B): 6.313953991 · Participants: 20979The University of Pe…Upmc 403(b) Retireme…, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retireme…The University of Pe…, Total assets ($B): 3.057133387 · Participants: 41942The University of Pe…Carnegie Mellon Univ…, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon Univ…Jefferson Defined Co…, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Co…
Merakey 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Merakey 403(b) Plan side-by-side with 3 peers →

Scale composition for Merakey 403(b) Plan

Merakey 403(b) Plan reports $133M in end-of-year assets across 8,260 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $16,095 per participant (12% of the national average assets-per-participant) . Net income for plan year 2023 was $19M.

This plan identity (EIN 232175924, plan #001) has 4 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $124M to $155M (+25.4%) while covered participants moved from 7,089 to 6,121 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 7,089 $124M Open filing
2023 6,247 $140M Open filing
2023 8,260 $133M This page
2024 · index core 6,121 $155M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Similar-Sized Other Plans Nationally

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

Frequently Asked Questions

How did Merakey 403(b) Plan assets move in 2023? ▼
Merakey 403(b) Plan grew sharply - up 16.7% during 2023, from $114M to $133M. Reported net income was $19M.
How have Merakey USA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Merakey USA's sponsor-wide assets grew 21.6%, from $128M to $155M.
Where does Merakey 403(b) Plan rank by assets among Form 5500 filers? ▼
Merakey 403(b) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Merakey 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Wagner College Defined Contribution Retirement Plan in NY ($133M, 404 participants).

Next read for Merakey 403(b) Plan

Filing takeaways

Ways to act on Merakey 403(b) Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 232175924.

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.