Other · DOL Form 5500 · 2023
Mercyhurst University Retirement Plan
Data updated 2026-08-11
- $84M
- Total assets
- 388
- Participants
- 90th
- Percentile by assets
- $217,654
- Avg per participant
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.
- 90th percentile by assets (of 127,072 plans)
- #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.
- $84M
- total plan assets (2023 EOY)
- 388
- covered participants
- 90th
- percentile by assets (of 127,072 plans)
- $217,654
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Mercyhurst University Defined Contribution Retirement Plan reports 388 participants - about 47% of that state average ($84M EOY assets).
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)
| 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.
Mercyhurst University Defined Contribution Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Mercyhurst University Defined Contribution Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Mercyhurst University Defined Contribution Retirement Plan assets move in 2023? ▼
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Filing takeaways
Ways to act on Mercyhurst University Defined Contribution Retirement Plan's numbers.
- By total assets, Mercyhurst University Defined Contribution Retirement 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 Pennsylvania. Compare plans
- Mercyhurst University's sponsor-wide assets have grown 15.4% since 2022 across 3 plan years on file. More Educational Services plans