Other · DOL Form 5500 · 2023

Mercy University Retirement Plan

Data updated 2026-08-25

$111M
Total assets Near avg plan size
839
Participants Near avg headcount
92nd
Percentile by assets National rank
$132,169
Avg per participant Near avg balance/head
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Official DOL plan name: Mercy University Retirement Plan · Sponsored by Mercy University · New York · Educational Services

$111M in assets, 839 participants

Mercy University's Mercy University Retirement Plan reported $111M in total assets and 839 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #3,214 in Educational Services (3,735 peers)

Where Mercy University Retirement Plan sits by assets

Mercy University Retirement Plan sits in the top 10% of all filed plans by assets, $111M for 839 participants (~$132,169/participant), up 10.8% in 2023.

#3,214
in Educational Services (3,735 peers)
+10.8%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Mercy University Retirement Plan's outsized position by total assets

Mercy University Retirement Plan vs every filed plan by assets

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

$110,889,568 Top 8% higher than 92% 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 University Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mercy University Retirement Plan sits mid-pack in the medium band (839 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mercy University Retirement Plan reported net income rose from -$15M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Mercy University Retirement Plan reported participants rose from 605 in the plan year 2022 filing to 839 in the plan year 2023 filing.
  • Mercy University Retirement Plan end-of-year assets rose from $100M in the plan year 2022 filing to $111M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 131967321 · Mercy University PY 2023 · Other

Mercy University Retirement Plan · $111M · 839 · 92nd

  • RANK $111M
  • PHOTO 839
  • IND 92nd
  • EOY Other
  • 5500 near Lovelace Biomedical Research Institute Tda and DC Plan
  • ASSETS ind #3214

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 New York →

Mercy University Retirement Plan in the asset neighbourhood

Hannibal Regional Hospital Retirement Savings PlanHannibal Regional Hospital R…$111MLovelace Biomedical Research Institute Tda and DC PlanLovelace Biomedical Research…$111MSouthwestern University Regular Retirement Plan for All EmployeesSouthwestern University Regu…$111MMercy University Retirement PlanMercy University Retirement …$111MSjsu Research Foundation Retirement PlanSjsu Research Foundation Ret…$110M
End-of-year total assets ($M) among Mercy University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$100M
Net Assets (End of Year)$111M
Net Income$11M
Employer EIN131967321
Plan Effective Date1965-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mercy University)

Sponsor-wide plan assets over time

All Mercy University plans reported in each filing year

Latest sponsor-wide plan assets
$222M 19.978554754204644% vs 2022
2024 filing year
$180M$200M$220M$240M 202220232024 $185M $222M ▲ +20.0%
Year Plans Participants Total Assets
2022 2 1,136 $185M
2023 2 2,812 $202M
2024 2 2,765 $222M

Nearby Other Plans in New York

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

Mercy University Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Mercy University Retirement Plan, Total assets ($B): 0.110889568 · Participants: 839Mercy University Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Mercy University Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Mercy University Retirement Plan side-by-side with 3 peers →

Mercy University Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Lovelace Biomedical Research Institute Tda and DC Plan in NM ($111M); by covered participants it is Trinity University 403(b) Retirement Plan in TX (837 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (839 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 University Retirement Plan assets move in 2023? ▼
Mercy University Retirement Plan grew at a solid clip - up 10.8% during 2023, from $100M to $111M. Reported net income was $11M.
How have Mercy University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mercy University's sponsor-wide assets grew 20.0%, from $185M to $222M.
Where does Mercy University Retirement Plan rank by assets among Form 5500 filers? ▼
Mercy University Retirement Plan ranks in the 92nd 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 University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Lovelace Biomedical Research Institute Tda and DC Plan in NM ($111M, 419 participants).
Which Other plans cover a similar participant headcount to Mercy University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Trinity University 403(b) Retirement Plan in TX (837 participants, $340M 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 131967321.

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.