Other · DOL Form 5500 · 2023
Mercy Housing, Inc. Retirement Plan
Data updated 2026-08-11
- $85M
- Total assets
- 1,602
- Participants
- 90th
- Percentile by assets
- $53,370
- Avg per participant
Official DOL plan name: Mercy Housing, Inc. 403(b) Plan · Sponsored by Mercy Housing, Inc. · Colorado · Real Estate
$85M in assets, 1,602 participants
Mercy Housing, Inc.'s Mercy Housing, Inc. 403(b) Plan reported $85M in total assets and 1,602 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- 90th percentile by assets (of 127,072 plans)
- #4,588 in Real Estate (4,727 peers)
Coverage in Colorado
Mercy Housing, Inc. 403(b) Plan covers 1,602 participants in Colorado, 4.3x the typical Colorado plan (state average ~376 per filing). Assets: $85M.
- $85M
- total plan assets (2023 EOY)
- 1,602
- covered participants
- 90th
- percentile by assets (of 127,072 plans)
- $53,370
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mercy Housing, Inc. 403(b) Plan reported net income rose from -$11M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Mercy Housing, Inc. 403(b) Plan end-of-year assets rose from $68M in the plan year 2022 filing to $85M in the plan year 2023 filing.
- Mercy Housing, Inc. 403(b) Plan reported participants rose from 1,562 in the plan year 2022 filing to 1,602 in the plan year 2023 filing.
Participants vs Colorado filers
In Colorado, the average filing covers about 376 participants across 2,719 plans. Mercy Housing, Inc. 403(b) Plan reports 1,602 participants - 4.3x that state average ($85M EOY assets).
Colorado filing particulars
| Total Assets (Beginning of Year) | $68M |
|---|---|
| Net Assets (End of Year) | $85M |
| Net Income | $17M |
| Employer EIN | 470646706 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mercy Housing, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,562 | $68M |
| 2023 | 1 | 1,602 | $85M |
| 2024 | 1 | 1,668 | $96M |
Nearby Other Plans in Colorado
Peer Other plans, same state, same plan type, ranked by total assets.
Mercy Housing, Inc. 403(b) Plan vs. nearby Other plans in Colorado, assets vs. participants
- Ucar Retirement Plan $1.1B · 1,444
- Children's Hospital Colorado 403(b) Plan $898M · 8,617
- University of Denver Retirement Plan $848M · 7,241
- Nrel 403(b) Employee Savings Plan $525M · 2,877
- Colorado College Retirement Benefit Plan $353M · 707
Similar-Sized Other Plans Nationally
Other plans in other states closest to Mercy Housing, Inc. 403(b) Plan by total assets, not by location.
- National Wildlife Federation Retirement Savings Plan (VA) $85M · 403
- Palmetto Association of Independent Schools Multiple Employer Plan (SC) $85M · 739
- Human Resources Research Organization Defined Contribution Plan (VA) $85M · 207
- Lincoln University Defined Contribution Retirement Plan (PA) $86M · 602
Frequently Asked Questions
How did Mercy Housing, Inc. 403(b) Plan assets move in 2023? ▼
How have Mercy Housing, Inc. plan assets changed over time? ▼
Where does Mercy Housing, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Mercy Housing, Inc. 403(b) Plan? ▼
Next read for Mercy Housing, Inc. 403(b) Plan
Filing takeaways
Ways to act on Mercy Housing, Inc. 403(b) Plan's numbers.
- By total assets, Mercy Housing, Inc. 403(b) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Colorado. Compare plans
- Mercy Housing, Inc.'s sponsor-wide assets have grown 41.4% since 2022 across 3 plan years on file. More Real Estate plans