401(k) · DOL Form 5500 · 2023

The Regents of Mercersburg College Mercersburg Academy 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
241
Participants Below avg headcount
86th
Percentile by assets National rank
$218,234
Avg per participant Above avg balance/head
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Official DOL plan name: Mercersburg Academy 401(k) Plan · Sponsored by The Regents of Mercersburg College Mercersburg Academy · Pennsylvania · Educational Services

$53M in assets, 241 participants

The Regents of Mercersburg College Mercersburg Academy's Mercersburg Academy 401(k) Plan reported $53M in total assets and 241 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,808 in Educational Services (3,735 peers)

Coverage in Pennsylvania

Mercersburg Academy 401(k) Plan covers 241 participants in Pennsylvania, about 29% of the average Pennsylvania filer (state average ~822 per filing). Assets: $53M.

#2,808
in Educational Services (3,735 peers)
+17.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Mercersburg Academy 401(k) Plan's outsized position by total assets

Mercersburg Academy 401(k) Plan vs every filed plan by assets

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

$52,594,297 Top 14% higher than 86% of 127,068 filed plans

This plan $0 $2,050,000,000 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

Mercersburg Academy 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mercersburg Academy 401(k) Plan sits mid-pack in the medium band (241 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mercersburg Academy 401(k) Plan reported net income rose from -$13M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Mercersburg Academy 401(k) Plan end-of-year assets rose from $45M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Mercersburg Academy 401(k) Plan reported participants rose from 230 in the plan year 2022 filing to 241 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 231365963 · The Regents of Mercersburg College Mercersburg Academy PY 2023 · 401(k)

Mercersburg Academy 401(k) Plan · $53M · 241 · 86th

  • IND $53M
  • IND 241
  • IND 86th
  • IND 401(k)
  • IND near Palmetto Primary Care Physicians, LLC 401(k)
  • IND ind #2808

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 →

Mercersburg Academy 401(k) Plan in the asset neighbourhood

Palmetto Primary Care Physicians, LLC 401(k)Palmetto Primary Care Physic…$53MFiscalnote 401(k) Retirement PlanFiscalnote 401(k) Retirement…$53MGibney, Anthony & Flaherty LLP Profit Sharing PlanGibney, Anthony & Flaherty L…$53MMercersburg Academy 401(k) PlanMercersburg Academy 401(k) P…$53MBernhardt Furniture Company Retirement PlanBernhardt Furniture Company …$53M
End-of-year total assets ($M) among Mercersburg Academy 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$53M
Net Income$8M
Employer EIN231365963
Plan Effective Date2007-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Regents of Mercersburg College Mercersburg Academy)

Sponsor-wide plan assets over time

All The Regents of Mercersburg College Mercersburg Academy plans reported in each filing year

Latest sponsor-wide plan assets
$59M 32.575676575502385% vs 2022
2024 filing year
$40M$45M$50M$55M$60M$65M 202220232024 $44.9M $59.5M ▲ +32.6%
Year Plans Participants Total Assets
2022 1 230 $45M
2023 1 241 $53M
2024 1 235 $59M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Mercersburg Academy 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Mercersburg Academy 401(k) Plan, Total assets ($B): 0.052594297 · Participants: 241Mercersburg Academy 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Mercersburg Academy 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Mercersburg Academy 401(k) Plan side-by-side with 3 peers →

Mercersburg Academy 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Palmetto Primary Care Physicians, LLC 401(k) in SC ($53M); by covered participants it is Tango Card Inc 401(k) Profit Sharing Plan and Trust in WA (241 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (241 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mercersburg Academy 401(k) Plan assets move in 2023? ▼
Mercersburg Academy 401(k) Plan grew sharply - up 17.3% during 2023, from $45M to $53M. Reported net income was $8M.
How have The Regents of Mercersburg College Mercersburg Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Regents of Mercersburg College Mercersburg Academy's sponsor-wide assets grew 32.6%, from $45M to $59M.
Where does Mercersburg Academy 401(k) Plan rank by assets among Form 5500 filers? ▼
Mercersburg Academy 401(k) Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mercersburg Academy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Palmetto Primary Care Physicians, LLC 401(k) in SC ($53M, 622 participants).
Which 401(k) plans cover a similar participant headcount to Mercersburg Academy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tango Card Inc 401(k) Profit Sharing Plan and Trust in WA (241 participants, $19M in assets).

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 231365963.

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.