Other · DOL Form 5500 · 2023

Mercer University Retirement Plan

Data updated 2026-08-11

$514M
Total assets: 1,898
Participants: 97th
Percentile by assets: $271,025
Avg per participant

Official DOL plan name: Mercer University Defined Contribution Retirement Plan · Sponsored by Mercer University · Georgia · Educational Services

$514M in assets, 1,898 participants

Mercer University's Mercer University Defined Contribution Retirement Plan reported $514M in total assets and 1,898 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 127,072 plans)
#3,601 in Educational Services (3,735 peers)

Where Mercer University Defined Contribution Retirement Plan sits by assets

Mercer University Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $514M for 1,898 participants (~$271,025/participant), up 13.4% in 2023.

$514M
total plan assets (2023 EOY): 1,898
covered participants: 97th
percentile by assets (of 127,072 plans): $271,025
avg assets per participant

Mercer University Defined Contribution Retirement Plan reported net income rose from -$67M in the plan year 2022 filing to $61M in the plan year 2023 filing.
Mercer University Defined Contribution Retirement Plan end-of-year assets rose from $454M in the plan year 2022 filing to $514M in the plan year 2023 filing.
Mercer University Defined Contribution Retirement Plan reported participants fell from 1,982 in the plan year 2022 filing to 1,898 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Georgia

Industry

Educational Services

Mercer University Defined Contribution Retirement Plan vs the 2023 asset distribution

By assets, Mercer University Defined Contribution Retirement Plan outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 5.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$454M
Net Assets (End of Year)	$514M
Net Income	$61M
Employer EIN	580566167
Plan Effective Date	1962-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Mercer University)

Total plan assets by year, all Mercer University plans on file

Year	Plans	Participants	Total Assets
2022	1	1,982	$454M
2023	1	1,898	$514M
2024	1	1,916	$559M

Nearby Other Plans in Georgia

Peer Other plans, same state, same plan type, ranked by total assets.

Mercer University Defined Contribution Retirement Plan vs. nearby Other plans in Georgia, assets vs. participants

Wellstar Health System, Inc. Supplemental Retirement Savings Plan $2.1B · 24,573
Northside Hospital 403(b) Retirement Plan $1.5B · 26,208
Childrens Healthcare of Atlanta Inc Share Plan $1.3B · 13,019
IBEW Local 613 Defined Contribution Pension Plan $671M · 4,358
Navicent Health 403(b) Retirement Savings Plan $506M · 6,167

Compare Mercer University Defined Contribution R… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Mercer University Defined Contribution Retirement Plan by total assets, not by location.

Nicklaus Children's Health System Retirement Plan (FL) $518M · 4,481
Saint Joseph's University Retirement Plan (PA) $511M · 2,715
Vassar College 403(b) Retirement Plan (NY) $511M · 2,381
Pinnacle Health System 403b Tax Sheltered Savings Plan (PA) $518M · 5,380

Frequently Asked Questions

How did Mercer University Defined Contribution Retirement Plan assets move in 2023? ▼

Mercer University Defined Contribution Retirement Plan grew at a solid clip - up 13.4% during 2023, from $454M to $514M. Reported net income was $61M.

How have Mercer University plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Mercer University's sponsor-wide assets grew 23.1%, from $454M to $559M.

Where does Mercer University Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼

Mercer University Defined Contribution Retirement Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which Other plans are similar in size to Mercer University Defined Contribution Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Nicklaus Children's Health System Retirement Plan in FL ($518M, 4,481 participants).

Next read for Mercer University Defined Contribution R…

Scale reading

Ways to act on Mercer University Defined Contribution Retirement Plan's numbers.

By total assets, Mercer University Defined Contribution Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Georgia. Compare plans
Mercer University's sponsor-wide assets have grown 23.1% since 2022 across 3 plan years on file. More Educational Services plans

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 580566167.