Other · DOL Form 5500 · 2023
Misericordia University Retirement Plan
Data updated 2026-08-25
- $90M
- Total assets Below avg plan size
- 347
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $259,043
- Avg per participant Above avg balance/head
Official DOL plan name: Misericordia University Tax-Deferred Annuity Retirement Plan · Sponsored by Misericordia University · Pennsylvania · Educational Services
$90M in assets, 347 participants
Misericordia University's Misericordia University Tax-Deferred Annuity Retirement Plan reported $90M in total assets and 347 participants in its 2023 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.
- #3,111 in Educational Services (3,735 peers)
Coverage in Pennsylvania
Misericordia University Tax-Deferred Annuity Retirement Plan covers 347 participants in Pennsylvania, about 42% of the average Pennsylvania filer (state average ~822 per filing). Assets: $90M.
- #3,111
- in Educational Services (3,735 peers)
- +18.4%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Misericordia University Tax-Deferred Annuity Retirement Plan's outsized position by total assets
Misericordia University Tax-Deferred Annuity Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$89,888,078 Top 9% higher than 91% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Misericordia University Tax-Deferred Annuity Retirement 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. Misericordia University Tax-Deferred Annuity Retirement Plan sits mid-pack in the medium band (347 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Misericordia University Tax-Deferred Annuity Retirement Plan reported net income rose from -$15M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Misericordia University Tax-Deferred Annuity Retirement Plan end-of-year assets rose from $76M in the plan year 2022 filing to $90M in the plan year 2023 filing.
- Misericordia University Tax-Deferred Annuity Retirement Plan reported participants fell from 358 in the plan year 2022 filing to 347 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 240795406 · Misericordia University PY 2023 · Other
Misericordia University Tax-Deferred Annuity Retirement Plan · $90M · 347 · 91st
- SCH $90M
- SCH 347
- SCH 91st
- SCH Other
- SCH near California Institute of the Arts Retirement Plan
- SCH ind #3111
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 →
Misericordia University Tax-Deferred Annuity Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $76M |
|---|---|
| Net Assets (End of Year) | $90M |
| Net Income | $14M |
| Employer EIN | 240795406 |
| Plan Effective Date | 1956-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Misericordia University)
Sponsor-wide plan assets over time
All Misericordia University plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 358 | $76M |
| 2023 | 1 | 347 | $90M |
| 2024 | 1 | 343 | N/A |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Misericordia University Tax-Deferred Annuity Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is California Institute of the Arts Retirement Plan in CA ($90M); by covered participants it is Riverbend Community Mental Health, Inc. Tax Deferred Annuity Plan in NH (347 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($90M here).
- California Institute of the Arts Retirement Plan (CA) $90M · 484
- Brentwood School Retirement Plan (CA) $90M · 364
- Albany College of Pharmacy and Health Sciences 403(b) Plan (NY) $90M · 263
- Barton Health 403(b) Plan (CA) $90M · 960
Similar participant headcount
Nearest other-state filings by covered participants (347 participants); asset peers above are excluded.
- Riverbend Community Mental Health, Inc. Tax Deferred Annuity Plan (NH) 347 · 0 off
- Friendship Haven, Inc. Employees' Pension Plan (IA) 347 · 0 off
- Royal Oaks 403b Plan (AZ) 347 · 0 off
- Firstline Schools 403b Plan (LA) 347 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.