Other · DOL Form 5500 · 2023
Mercyhurst University Retirement Plan
Data updated 2026-08-25
- $84M
- Total assets Below avg plan size
- 388
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $217,654
- Avg per participant Above avg balance/head
Official DOL plan name: Mercyhurst University Defined Contribution Retirement Plan · Sponsored by Mercyhurst University · Pennsylvania · Educational Services
$84M in assets, 388 participants
Mercyhurst University's Mercyhurst University Defined Contribution Retirement Plan reported $84M in total assets and 388 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.
- #3,080 in Educational Services (3,735 peers)
Coverage in Pennsylvania
Mercyhurst University Defined Contribution Retirement Plan covers 388 participants in Pennsylvania, about 47% of the average Pennsylvania filer (state average ~822 per filing). Assets: $84M.
- #3,080
- in Educational Services (3,735 peers)
- +11.3%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Mercyhurst University Defined Contribution Retirement Plan's outsized position by total assets
Mercyhurst University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$84,449,562 Top 10% higher than 90% 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
Mercyhurst University Defined Contribution 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. Mercyhurst University Defined Contribution Retirement Plan sits mid-pack in the medium band (388 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mercyhurst University Defined Contribution Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Mercyhurst University Defined Contribution Retirement Plan end-of-year assets rose from $76M in the plan year 2022 filing to $84M in the plan year 2023 filing.
- Mercyhurst University Defined Contribution Retirement Plan reported participants fell from 409 in the plan year 2022 filing to 388 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 250965430 · Mercyhurst University PY 2023 · Other
Mercyhurst University Defined Contribution Retirement Plan · $84M · 388 · 90th
- RANK $84M
- RANK 388
- RANK 90th
- RANK Other
- RANK near Asian Health Services 403(b) Plan
- RANK ind #3080
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 Pennsylvania →
Mercyhurst University Defined Contribution Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $76M |
|---|---|
| Net Assets (End of Year) | $84M |
| Net Income | $9M |
| Employer EIN | 250965430 |
| Plan Effective Date | 1964-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mercyhurst University)
Sponsor-wide plan assets over time
All Mercyhurst University plans reported in each filing year
- Latest sponsor-wide plan assets
- $88M 15.418913030356554% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 409 | $76M |
| 2023 | 1 | 388 | $84M |
| 2024 | 1 | 414 | $88M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Mercyhurst University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Asian Health Services 403(b) Plan in CA ($85M); by covered participants it is Full Circle Health, Inc. 403(b) Plan in ID (388 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($84M here).
- Asian Health Services 403(b) Plan (CA) $85M · 646
- American Library Association Retirement Plan (IL) $84M · 206
- Road Scholar Retirement Plan (MA) $85M · 566
- Anderson Healthcare 403b Plan (IL) $85M · 1,510
Similar participant headcount
Nearest other-state filings by covered participants (388 participants); asset peers above are excluded.
- Full Circle Health, Inc. 403(b) Plan (ID) 388 · 0 off
- Windward School Retirement Plan (NY) 388 · 0 off
- Retirement Plan for Employees of Lenoir-Rhyne University (NC) 388 · 0 off
- Kqed Inc. Tax Sheltered Annuity Plan (CA) 389 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.