Other · DOL Form 5500 · 2023
Merakey USA Retirement Plan
Data updated 2026-08-25
- $140M
- Total assets Near avg plan size
- 6,247
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $22,472
- Avg per participant Low balance/head
Official DOL plan name: Merakey 403(b) Plan · Sponsored by Merakey USA · Pennsylvania · Healthcare & Social Assistance
$140M in assets, 6,247 participants
Merakey USA's Merakey 403(b) Plan reported $140M in total assets and 6,247 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #16,637 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
Merakey 403(b) Plan covers 6,247 participants in Pennsylvania, 7.6x the typical Pennsylvania plan (state average ~822 per filing). Assets: $140M.
- #16,637
- in Healthcare & Social Assistance (17,684 peers)
- +13.4%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$140,385,168 Top 7% higher than 93% 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
Merakey 403(b) 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. Merakey 403(b) Plan lands in the large band (6,247 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Merakey 403(b) Plan reported net income rose from -$28M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Merakey 403(b) Plan end-of-year assets rose from $124M in the plan year 2022 filing to $140M in the plan year 2023 filing.
- Merakey 403(b) Plan reported participants fell from 7,089 in the plan year 2022 filing to 6,247 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 232175924 · Merakey USA PY 2023 · Other
Merakey 403(b) Plan · $140M · 6,247 · 93rd
- EIN $140M
- RANK 6,247
- PHOTO 93rd
- IND Other
- EOY near Ticua 403(b) Defined Contribution Plan
- 5500 ind #16637
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) | $124M |
|---|---|
| Net Assets (End of Year) | $140M |
| Net Income | $17M |
| 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 $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
Scale composition for Merakey 403(b) Plan
Merakey 403(b) Plan reports $140M in end-of-year assets across 6,247 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $22,472 per participant (16% of the national average assets-per-participant) . Net income for plan year 2023 was $17M.
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 | Open filing |
| 2023 | 6,247 | $140M | This page |
| 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 Ticua 403(b) Defined Contribution Plan in TN ($140M); by covered participants it is Northshore University Healthsystem Retirement Contribution Plan in IL (6,249 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($140M here).
- Ticua 403(b) Defined Contribution Plan (TN) $140M · 1,369
- Alfred University Retirement Plan (NY) $141M · 436
- Eckerd College Defined Contribution Retirement Plan (FL) $140M · 382
- High Point University Retirement Plan (NC) $139M · 919
Similar participant headcount
Nearest other-state filings by covered participants (6,247 participants); asset peers above are excluded.
- Northshore University Healthsystem Retirement Contribution Plan (IL) 6,249 · 2 off
- Samaritan Health Services Tax Sheltered Annuity Pl (OR) 6,234 · 13 off
- Targetcw 401(k) Plan (CA) 6,188 · 59 off
- White Plains Hospital Center 403(b) Defined Contribution Retirement Program (NY) 6,309 · 62 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.