Other · DOL Form 5500 · 2023
Merrimack College Retirement Plan
Data updated 2026-08-25
- $165M
- Total assets Near avg plan size
- 1,058
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $156,126
- Avg per participant Above avg balance/head
Official DOL plan name: Merrimack College 403(b) Retirement Plan · Sponsored by Merrimack College · Massachusetts · Educational Services
$165M in assets, 1,058 participants
Merrimack College's Merrimack College 403(b) Retirement Plan reported $165M in total assets and 1,058 participants in its 2023 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.
- #3,355 in Educational Services (3,735 peers)
Where Merrimack College 403(b) Retirement Plan sits by assets
Merrimack College 403(b) Retirement Plan sits in the top 10% of all filed plans by assets, $165M for 1,058 participants (~$156,126/participant), up 10.0% in 2023.
- #3,355
- in Educational Services (3,735 peers)
- +10.0%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Merrimack College 403(b) Retirement Plan's outsized position by total assets
Merrimack College 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$165,180,906 Top 6% higher than 94% 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
Merrimack College 403(b) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Merrimack College 403(b) Retirement Plan lands in the large band (1,058 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Merrimack College 403(b) Retirement Plan reported net income rose from -$18M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Merrimack College 403(b) Retirement Plan end-of-year assets rose from $150M in the plan year 2022 filing to $165M in the plan year 2023 filing.
- Merrimack College 403(b) Retirement Plan reported participants rose from 1,036 in the plan year 2022 filing to 1,058 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 042103731 · Merrimack College PY 2023 · Other
Merrimack College 403(b) Retirement Plan · $165M · 1,058 · 94th
- VS-ST $165M
- VS-ST 1,058
- VS-ST 94th
- VS-ST Other
- VS-ST near Marin General Hospital 403(b) Retirement Plan
- VS-ST ind #3355
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 Massachusetts →
Merrimack College 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $150M |
|---|---|
| Net Assets (End of Year) | $165M |
| Net Income | $15M |
| Employer EIN | 042103731 |
| Plan Effective Date | 1956-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Merrimack College)
Sponsor-wide plan assets over time
All Merrimack College plans reported in each filing year
- Latest sponsor-wide plan assets
- $185M 22.96479987930361% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,036 | $150M |
| 2023 | 1 | 1,058 | $165M |
| 2024 | 1 | 658 | $185M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
Merrimack College 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Marin General Hospital 403(b) Retirement Plan in CA ($165M); by covered participants it is On Lok Retirement Savings Plan in CA (1,060 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($165M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,058 participants); asset peers above are excluded.
- On Lok Retirement Savings Plan (CA) 1,060 · 2 off
- 403(b) Thrift Plan for Employees of Ability Beyond Disability, Inc. (CT) 1,061 · 3 off
- Columbia University Defined Contribution Plan - Supporting Staff Association at the College of Physicians and Surgeons (NY) 1,063 · 5 off
- Lafayette College Retirement Plan (PA) 1,064 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.