Other · DOL Form 5500 · 2022
Merakey USA Retirement Plan
Data updated 2026-08-25
- $124M
- Total assets Near avg plan size
- 7,089
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $17,463
- Avg per participant Low balance/head
Official DOL plan name: Merakey 403(b) Plan · Sponsored by Merakey USA · Pennsylvania · Healthcare & Social Assistance
$124M in assets, 7,089 participants
Merakey USA's Merakey 403(b) Plan reported $124M in total assets and 7,089 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #18,997 in Healthcare & Social Assistance (20,060 peers)
Coverage in Pennsylvania
Merakey 403(b) Plan covers 7,089 participants in Pennsylvania, 8.6x the typical Pennsylvania plan (state average ~822 per filing). Assets: $124M.
- #18,997
- in Healthcare & Social Assistance (20,060 peers)
- -18.3%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $28M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Merakey 403(b) Plan's outsized position by total assets
Merakey 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$123,798,226 Top 6% higher than 94% 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
Merakey 403(b) 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. Merakey 403(b) Plan lands in the large band (7,089 participants).
EBSA filing schedule strip
Filing strip 232175924 · Merakey USA PY 2022 · Other
Merakey 403(b) Plan · $124M · 7,089 · 94th
- TYPE $124M
- NET 7,089
- BOOK 94th
- VS-ST Other
- BOY near Albion College Retirement Plan
- SCH ind #18997
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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →
Merakey 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $151M |
|---|---|
| Net Assets (End of Year) | $124M |
| Net Income | -$28M |
| Employer EIN | 232175924 |
| Plan Effective Date | 2009-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Merakey USA)
Sponsor-wide plan assets over time
All Merakey USA plans reported in each filing year
- Latest sponsor-wide plan assets
- $155M 21.64936632614875% vs 2022
- 2024 filing year
| 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.
- 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
Scale composition for Merakey 403(b) Plan
Merakey 403(b) Plan reports $124M in end-of-year assets across 7,089 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $17,463 per participant (13% of the national average assets-per-participant) . Net income for plan year 2022 was -$28M.
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 | This page |
| 2023 | 6,247 | $140M | Open filing |
| 2023 | 8,260 | $133M | Open filing |
| 2024 · index core | 6,121 | $155M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Merakey 403(b) Plan (Other, $155M, 6,121 participants)
Merakey 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Albion College Retirement Plan in MI ($124M); by covered participants it is Targetcw 401(k) Plan in CA (7,108 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($124M here).
- Albion College Retirement Plan (MI) $124M · 400
- St. Mary's Medical Center 403(b) Plan (WV) $124M · 3,427
- Assumption University Defined Contribution Retirement Plan (MA) $124M · 561
- Abilene Christian University 403(b) Retirement Plan (TX) $124M · 985
Similar participant headcount
Nearest other-state filings by covered participants (7,089 participants); asset peers above are excluded.
- Targetcw 401(k) Plan (CA) 7,108 · 19 off
- Beacon Retirement Savings 403(b) Plan (IN) 7,114 · 25 off
- Hawai'i Pacific Health 403(b) Savings Plan (HI) 7,026 · 63 off
- North Mississippi Health Services 403(b) Plan (MS) 7,169 · 80 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.