401(k) · DOL Form 5500 · 2024

The Regents of Mercersburg College Mercersburg Academy 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
235
Participants Below avg headcount
86th
Percentile by assets National rank
$253,002
Avg per participant Above avg balance/head
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Official DOL plan name: Mercersburg Academy 401(k) Plan · Sponsored by The Regents of Mercersburg College Mercersburg Academy · Pennsylvania · Educational Services

$59M in assets, 235 participants

The Regents of Mercersburg College Mercersburg Academy's Mercersburg Academy 401(k) Plan reported $59M in total assets and 235 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,728 in Educational Services (3,638 peers)

Coverage in Pennsylvania

Mercersburg Academy 401(k) Plan covers 235 participants in Pennsylvania, about 29% of the average Pennsylvania filer (state average ~822 per filing). Assets: $59M.

#2,728
in Educational Services (3,638 peers)
+13.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Mercersburg Academy 401(k) Plan's outsized position by total assets

Mercersburg Academy 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$59,455,515 Top 14% higher than 86% of 123,620 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 2024

Mercersburg Academy 401(k) 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. Mercersburg Academy 401(k) Plan sits mid-pack in the medium band (235 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mercersburg Academy 401(k) Plan end-of-year assets rose from $53M in the plan year 2023 filing to $59M in the plan year 2024 filing.
  • Mercersburg Academy 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Mercersburg Academy 401(k) Plan reported participants fell from 241 in the plan year 2023 filing to 235 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 231365963 · The Regents of Mercersburg College Mercersburg Academy PY 2024 · 401(k)

Mercersburg Academy 401(k) Plan · $59M · 235 · 86th

  • BOY $59M
  • SCH 235
  • EBSA 86th
  • PART 401(k)
  • TYPE near American Dental Partners, Inc. Savings and Retirement Plan
  • NET ind #2728

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 →

Mercersburg Academy 401(k) Plan in the asset neighbourhood

Scott Companies Profit Sharing PlanScott Companies Profit Shari…$59MMercersburg Academy 401(k) PlanMercersburg Academy 401(k) P…$59MAmerican Dental Partners, Inc. Savings and Retirement PlanAmerican Dental Partners, In…$59MAmerican Trim L.L.C. Retirement Savings PlanAmerican Trim L.L.C. Retirem…$59MHousing Authority Risk Retention Group 401(k) PlanHousing Authority Risk Reten…$59M
End-of-year total assets ($M) among Mercersburg Academy 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$59M
Net Income$7M
Employer EIN231365963
Plan Effective Date2007-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Regents of Mercersburg College Mercersburg Academy)

Sponsor-wide plan assets over time

All The Regents of Mercersburg College Mercersburg Academy plans reported in each filing year

Latest sponsor-wide plan assets
$59M 32.575676575502385% vs 2022
2024 filing year
$40M$45M$50M$55M$60M$65M 202220232024 $44.9M $59.5M ▲ +32.6%
Year Plans Participants Total Assets
2022 1 230 $45M
2023 1 241 $53M
2024 1 235 $59M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Mercersburg Academy 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Mercersburg Academy 401(k) Plan, Total assets ($B): 0.059455515 · Participants: 235Mercersburg Academy 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Mercersburg Academy 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Mercersburg Academy 401(k) Plan side-by-side with 3 peers →

Mercersburg Academy 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is American Dental Partners, Inc. Savings and Retirement Plan in IL ($59M); by covered participants it is Casa Mechanical Services 401(k) Retirement Plan in TX (235 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (235 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mercersburg Academy 401(k) Plan assets move in 2024? ▼
Mercersburg Academy 401(k) Plan grew at a solid clip - up 13.0% during 2024, from $53M to $59M. Reported net income was $7M.
How have The Regents of Mercersburg College Mercersburg Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Regents of Mercersburg College Mercersburg Academy's sponsor-wide assets grew 32.6%, from $45M to $59M.
Where does Mercersburg Academy 401(k) Plan rank by assets among Form 5500 filers? ▼
Mercersburg Academy 401(k) Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mercersburg Academy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Dental Partners, Inc. Savings and Retirement Plan in IL ($59M, 539 participants).
Which 401(k) plans cover a similar participant headcount to Mercersburg Academy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Casa Mechanical Services 401(k) Retirement Plan in TX (235 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231365963.

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.