401(k) · DOL Form 5500 · 2023

Mount Mercy University 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
256
Participants Below avg headcount
76th
Percentile by assets National rank
$93,778
Avg per participant Below avg balance/head
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Official DOL plan name: Mount Mercy University 401(k) Plan · Sponsored by Mount Mercy University · Iowa · Educational Services

$24M in assets, 256 participants

Mount Mercy University's Mount Mercy University 401(k) Plan reported $24M in total assets and 256 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,236 in Educational Services (3,735 peers)

Coverage in Iowa

Mount Mercy University 401(k) Plan covers 256 participants in Iowa, about 42% of the average Iowa filer (state average ~609 per filing). Assets: $24M.

#2,236
in Educational Services (3,735 peers)
+16.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Mount Mercy University 401(k) Plan's outsized position by total assets

Mount Mercy University 401(k) Plan vs every filed plan by assets

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

$24,007,047 Top 24% higher than 76% 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

Mount Mercy University 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. Mount Mercy University 401(k) Plan sits mid-pack in the medium band (256 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mount Mercy University 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Mount Mercy University 401(k) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Mount Mercy University 401(k) Plan reported participants rose from 252 in the plan year 2022 filing to 256 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 420681046 · Mount Mercy University PY 2023 · 401(k)

Mount Mercy University 401(k) Plan · $24M · 256 · 76th

  • IND $24M
  • EOY 256
  • 5500 76th
  • ASSETS 401(k)
  • PCT near Guidepost Growth Management Company 401(k) Plan
  • EIN ind #2236

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 Iowa →

Mount Mercy University 401(k) Plan in the asset neighbourhood

Mount Mercy University 401(k) PlanMount Mercy University 401(k…$24MGuidepost Growth Management Company 401(k) PlanGuidepost Growth Management …$24MHotelbeds Retirement Plan$24MCar Toys & Wireless Advocates 401(k) PlanCar Toys & Wireless Advocate…$24MH. J. Martin & Son, Inc. Profit Sharing and Retirement Savings PlanH. J. Martin & Son, Inc. Pro…$24M
End-of-year total assets ($M) among Mount Mercy University 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$24M
Net Income$3M
Employer EIN420681046
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mount Mercy University)

Sponsor-wide plan assets over time

All Mount Mercy University plans reported in each filing year

Latest sponsor-wide plan assets
$27M 29.905943787056245% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $20.7M $26.9M ▲ +29.9%
Year Plans Participants Total Assets
2022 1 252 $21M
2023 1 256 $24M
2024 1 245 $27M

Nearby 401(k) Plans in Iowa

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

Mount Mercy University 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Mount Mercy University 401(k) Plan, Total assets ($B): 0.024007047 · Participants: 256Mount Mercy University 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Mount Mercy University 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Mount Mercy University 401(k) Plan side-by-side with 3 peers →

Mount Mercy University 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Guidepost Growth Management Company 401(k) Plan in MA ($24M); by covered participants it is Nwsl Retirement Plan in IL (256 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (256 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 Mount Mercy University 401(k) Plan assets move in 2023? ▼
Mount Mercy University 401(k) Plan grew sharply - up 16.1% during 2023, from $21M to $24M. Reported net income was $3M.
How have Mount Mercy University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mount Mercy University's sponsor-wide assets grew 29.9%, from $21M to $27M.
Where does Mount Mercy University 401(k) Plan rank by assets among Form 5500 filers? ▼
Mount Mercy University 401(k) Plan ranks in the 76th 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 Mount Mercy University 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Guidepost Growth Management Company 401(k) Plan in MA ($24M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Mount Mercy University 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nwsl Retirement Plan in IL (256 participants, $2M 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 420681046.

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.