Other · DOL Form 5500 · 2023
Mercer University Retirement Plan
Data updated 2026-08-25
- $514M
- Total assets Above avg plan size
- 1,898
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $271,025
- Avg per participant High balance/head
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.
- #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.
- #3,601
- in Educational Services (3,735 peers)
- +13.4%
- assets growth YoY
- 5.2×
- vs typical plan assets (national mean)
Mercer University Defined Contribution Retirement Plan's outsized position by total assets
Mercer University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$514,404,788 Top 3% higher than 97% 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
Mercer University Defined Contribution 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. Mercer University Defined Contribution Retirement Plan lands in the large band (1,898 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 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.
Form 5500 schedule snapshot
Filing strip 580566167 · Mercer University PY 2023 · Other
Mercer University Defined Contribution Retirement Plan · $514M · 1,898 · 97th
- EOY $514M
- EOY 1,898
- EOY 97th
- EOY Other
- EOY near Nicklaus Children's Health System Retirement Plan
- EOY ind #3601
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 Georgia →
Mercer University Defined Contribution Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Mercer University plans reported in each filing year
- Latest sponsor-wide plan assets
- $559M 23.12872420710524% vs 2022
- 2024 filing year
| 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.
- 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
Mercer University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is Nicklaus Children's Health System Retirement Plan in FL ($518M); by covered participants it is Yeshiva University Retirement Income Plan (Basic Plan) in NY (1,895 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($514M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,898 participants); asset peers above are excluded.
- Yeshiva University Retirement Income Plan (Basic Plan) (NY) 1,895 · 3 off
- Eya Tax-Sheltered 403(b) Plan (FL) 1,895 · 3 off
- Metal Lathers Local 46 Annuity Fund (NY) 1,906 · 8 off
- El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan (AZ) 1,887 · 11 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.