Other · DOL Form 5500 · 2023

Mercy Housing, Inc. Retirement Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
1,602
Participants Near avg headcount
90th
Percentile by assets National rank
$53,370
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#4,588
in Real Estate (4,727 peers)
+25.4%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Mercy Housing, Inc. 403(b) Plan's outsized position by total assets

Mercy Housing, Inc. 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$85,499,540 Top 10% higher than 90% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Mercy Housing, Inc. 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. Mercy Housing, Inc. 403(b) Plan lands in the large band (1,602 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 470646706 · Mercy Housing, Inc. PY 2023 · Other

Mercy Housing, Inc. 403(b) Plan · $85M · 1,602 · 90th

  • TYPE $85M
  • NET 1,602
  • BOOK 90th
  • VS-ST Other
  • BOY near National Wildlife Federation Retirement Savings Plan
  • SCH ind #4588

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 Real Estate retirement plans → · Plans in Colorado →

Mercy Housing, Inc. 403(b) Plan in the asset neighbourhood

Lincoln University Defined Contribution Retirement PlanLincoln University Defined C…$86MMercy Housing, Inc. 403(b) PlanMercy Housing, Inc. 403(b) P…$85MNational Wildlife Federation Retirement Savings PlanNational Wildlife Federation…$85MPalmetto Association of Independent Schools Multiple Employer PlanPalmetto Association of Inde…$85MHuman Resources Research Organization Defined Contribution PlanHuman Resources Research Org…$85M
End-of-year total assets ($M) among Mercy Housing, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$85M
Net Income$17M
Employer EIN470646706
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mercy Housing, Inc.)

Sponsor-wide plan assets over time

All Mercy Housing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$96M 41.39625740159699% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $68.2M $96.4M ▲ +41.4%
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 Scatter plot of 6 data points. 0200040006000800010000 00.511.5 Total assets ($B) Participants Mercy Housing, Inc. 403(b) Plan, Total assets ($B): 0.08549954 · Participants: 1602Mercy Housing, Inc. 403(b) PlanUcar Retirement Plan, Total assets ($B): 1.145684593 · Participants: 1444Ucar Retirement PlanChildren's Hospital Colorado 403(b) Plan, Total assets ($B): 0.898290586 · Participants: 8617Children's Hospital Colorado 403(b) PlanUniversity of Denver Retirement Plan, Total assets ($B): 0.848101064 · Participants: 7241University of Denver Retirement PlanNrel 403(b) Employee Savings Plan, Total assets ($B): 0.525431207 · Participants: 2877Nrel 403(b) Employee Savings PlanColorado College Retirement Benefit Plan, Total assets ($B): 0.3525072 · Participants: 707Colorado College Retirement Benefit Plan
Mercy Housing, Inc. 403(b) Plan vs. nearby Other plans in Colorado, assets vs. participants
Compare Mercy Housing, Inc. 403(b) Plan side-by-side with 3 peers →

Mercy Housing, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is National Wildlife Federation Retirement Savings Plan in VA ($85M); by covered participants it is Incentive Savings Plan for Employees of Meadville Medical Center in PA (1,597 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,602 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mercy Housing, Inc. 403(b) Plan assets move in 2023? ▼
Mercy Housing, Inc. 403(b) Plan grew sharply - up 25.4% during 2023, from $68M to $85M. Reported net income was $17M.
How have Mercy Housing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mercy Housing, Inc.'s sponsor-wide assets grew 41.4%, from $68M to $96M.
Where does Mercy Housing, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Mercy Housing, Inc. 403(b) Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Mercy Housing, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is National Wildlife Federation Retirement Savings Plan in VA ($85M, 403 participants).
Which Other plans cover a similar participant headcount to Mercy Housing, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Incentive Savings Plan for Employees of Meadville Medical Center in PA (1,597 participants, $149M in assets).

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 470646706.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.