Other · DOL Form 5500 · 2023

Mercy Drive Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
1,372
Participants Near avg headcount
41st
Percentile by assets National rank
$2,962
Avg per participant Low balance/head
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Official DOL plan name: Mercy Drive 403(b) Retirement Plan · Sponsored by Mercy Drive Inc. · New York · Healthcare & Social Assistance

$4M in assets, 1,372 participants

Mercy Drive Inc.'s Mercy Drive 403(b) Retirement Plan reported $4M in total assets and 1,372 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,657 in Healthcare & Social Assistance (17,684 peers)

Mercy Drive Inc. multi-year trail

Mercy Drive Inc.'s plans moved -14.5% in assets from 2022 to 2024; this filing shows Mercy Drive 403(b) Retirement Plan at $4M / 1,372 participants.

#7,657
in Healthcare & Social Assistance (17,684 peers)
-24.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mercy Drive 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Mercy Drive 403(b) Retirement Plan vs every filed plan by assets

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

$4,064,502 41st percentile higher than 41% 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 Drive 403(b) Retirement 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 Drive 403(b) Retirement Plan lands in the large band (1,372 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mercy Drive 403(b) Retirement Plan reported net income fell from $2M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Mercy Drive 403(b) Retirement Plan reported participants rose from 921 in the plan year 2022 filing to 1,372 in the plan year 2023 filing.
  • Mercy Drive 403(b) Retirement Plan end-of-year assets fell from $5M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 043831639 · Mercy Drive Inc. PY 2023 · Other

Mercy Drive 403(b) Retirement Plan · $4M · 1,372 · 41st

  • ASSETS $4M
  • ASSETS 1,372
  • ASSETS 41st
  • ASSETS Other
  • ASSETS near Saint Francis House, Inc. 403(b) Savings Plan
  • ASSETS ind #7657

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Mercy Drive 403(b) Retirement Plan in the asset neighbourhood

Morris College 403(b) Tax Deferred Annuity PlanMorris College 403(b) Tax De…$4MSaint Francis House, Inc. 403(b) Savings PlanSaint Francis House, Inc. 40…$4MAnnandale at Suwanee, Inc. 403(b) PlanAnnandale at Suwanee, Inc. 4…$4M403b Retirement$4MMercy Drive 403(b) Retirement PlanMercy Drive 403(b) Retiremen…$4M
End-of-year total assets ($M) among Mercy Drive 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Mercy Drive Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mercy Drive Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 14.533600533805844% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $5.38M $4.6M ▼ -14.5%
Year Plans Participants Total Assets
2022 1 921 $5M
2023 1 1,372 $4M
2024 1 231 $5M

Mercy Drive Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN043831639
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Mercy Drive 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Mercy Drive 403(b) Retirement Plan, Total assets ($B): 0.004064502 · Participants: 1372Mercy Drive 403(b) Retirement 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 Drive 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Mercy Drive 403(b) Retirement Plan side-by-side with 3 peers →

Mercy Drive 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Saint Francis House, Inc. 403(b) Savings Plan in MA ($4M); by covered participants it is University of Maryland Faculty Physicians, Inc. 403(b) Tax Deferred Annuity Plan in MD (1,371 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,372 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 Drive 403(b) Retirement Plan assets move in 2023? ▼
Mercy Drive 403(b) Retirement Plan declined sharply - down 24.4% during 2023, from $5M to $4M. Reported net income was -$1M.
How have Mercy Drive Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mercy Drive Inc.'s sponsor-wide assets declined 14.5%, from $5M to $5M.
Which Other plans are similar in size to Mercy Drive 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Saint Francis House, Inc. 403(b) Savings Plan in MA ($4M, 103 participants).
Which Other plans cover a similar participant headcount to Mercy Drive 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is University of Maryland Faculty Physicians, Inc. 403(b) Tax Deferred Annuity Plan in MD (1,371 participants, $72M 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 043831639.

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.