Other · DOL Form 5500 · 2023

Mercy University Retirement Plan

Data updated 2026-08-25

$92M
Total assets Below avg plan size
1,973
Participants Near avg headcount
91st
Percentile by assets National rank
$46,422
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mercy University Tax Deferred Annuity Plan · Sponsored by Mercy University · New York · Educational Services

$92M in assets, 1,973 participants

Mercy University's Mercy University Tax Deferred Annuity Plan reported $92M in total assets and 1,973 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,127 in Educational Services (3,735 peers)

Coverage in New York

Mercy University Tax Deferred Annuity Plan covers 1,973 participants in New York, 2.5x the typical New York plan (state average ~798 per filing). Assets: $92M.

#3,127
in Educational Services (3,735 peers)
+8.1%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Mercy University Tax Deferred Annuity Plan's outsized position by total assets

Mercy University Tax Deferred Annuity Plan vs every filed plan by assets

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

$91,590,065 Top 9% higher than 91% 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 Tax Deferred Annuity 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 University Tax Deferred Annuity Plan lands in the large band (1,973 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mercy University Tax Deferred Annuity Plan reported participants rose from 531 in the plan year 2022 filing to 1,973 in the plan year 2023 filing.
  • Mercy University Tax Deferred Annuity Plan reported net income rose from -$12M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Mercy University Tax Deferred Annuity Plan end-of-year assets rose from $85M in the plan year 2022 filing to $92M 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 Tax Deferred Annuity Plan · $92M · 1,973 · 91st

  • ASSETS $92M
  • ASSETS 1,973
  • ASSETS 91st
  • ASSETS Other
  • ASSETS near Wingate University Retirement Plan
  • ASSETS ind #3127

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 Tax Deferred Annuity Plan in the asset neighbourhood

Commonwealth Health Corporation 403(b) PlanCommonwealth Health Corporat…$92MGlass Gardens Inc Profit Sharing PlanGlass Gardens Inc Profit Sha…$92MRetirement Plan for American Enterprise Institute for Public Policy ResearchRetirement Plan for American…$92MMercy University Tax Deferred Annuity PlanMercy University Tax Deferre…$92MWingate University Retirement PlanWingate University Retiremen…$91M
End-of-year total assets ($M) among Mercy University Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$92M
Net Income$7M
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 Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Mercy University Tax Deferred Annuity Plan, Total assets ($B): 0.091590065 · Participants: 1973Mercy University Tax Deferred Annuity 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 Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants
Compare Mercy University Tax Deferred Annuity Plan side-by-side with 3 peers →

Mercy University Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Wingate University Retirement Plan in NC ($91M); by covered participants it is Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan in NC (1,966 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,973 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 Tax Deferred Annuity Plan assets move in 2023? ▼
Mercy University Tax Deferred Annuity Plan grew at a solid clip - up 8.1% during 2023, from $85M to $92M. Reported net income was $7M.
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 Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Mercy University Tax Deferred Annuity Plan ranks in the 91st 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 Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Wingate University Retirement Plan in NC ($91M, 558 participants).
Which Other plans cover a similar participant headcount to Mercy University Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan in NC (1,966 participants, $13M 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.