Other · DOL Form 5500 · 2024
Misericordia University Retirement Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 343
- Participants Below avg headcount
Official DOL plan name: Misericordia University Tax-Deferred Annuity Retirement Plan · Sponsored by Misericordia University · Pennsylvania · Educational Services
N/A in assets, 343 participants
Misericordia University's Misericordia University Tax-Deferred Annuity Retirement Plan reported N/A in total assets and 343 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Pennsylvania
Misericordia University Tax-Deferred Annuity Retirement Plan covers 343 participants in Pennsylvania, about 42% of the average Pennsylvania filer (state average ~822 per filing). Assets: N/A.
- $11M
- reported net income
Misericordia University Tax-Deferred Annuity Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Misericordia University Tax-Deferred Annuity Retirement Plan sits mid-pack in the medium band (343 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Misericordia University Tax-Deferred Annuity Retirement Plan reported net income fell from $14M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Misericordia University Tax-Deferred Annuity Retirement Plan reported participants fell from 347 in the plan year 2023 filing to 343 in the plan year 2024 filing.
DOL schedule card
Filing strip 240795406 · Misericordia University PY 2024 · Other
Misericordia University Tax-Deferred Annuity Retirement Plan · N/A · 343
- EIN N/A
- EIN 343
- EIN PY 2024
- EIN Other
- EIN near Amhc Retirement Plan
- EIN $11M
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 →
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $90M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | $11M |
| Employer EIN | 240795406 |
| Plan Effective Date | 1956-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Misericordia University)
Sponsor-wide plan assets over time
All Misericordia University plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 358 | $76M |
| 2023 | 1 | 347 | $90M |
| 2024 | 1 | 343 | N/A |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Misericordia University Tax-Deferred Annuity Retirement Plan's closest out-of-state Other peers by headcount
Outside Pennsylvania, the nearest Other by covered participants is Amhc Retirement Plan in ME (343 participants; this filing: 343 participants).
Similar participant headcount
Nearest other-state filings by covered participants (343 participants); asset peers above are excluded.
- Amhc Retirement Plan (ME) 343 · 0 off
- College of the Ozarks Defined Contribution Retirement Plan (MO) 343 · 0 off
- Parker University 403(b) DC Plan (TX) 343 · 0 off
- South Texas College of Law Houston 403(b) Plan (TX) 343 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.