Other · DOL Form 5500 · 2024
Merrimack College Retirement Plan
Data updated 2026-08-25
- $185M
- Total assets Near avg plan size
- 658
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $280,531
- Avg per participant High balance/head
Official DOL plan name: Merrimack College 403(b) Retirement Plan · Sponsored by Merrimack College · Massachusetts · Educational Services
$185M in assets, 658 participants
Merrimack College's Merrimack College 403(b) Retirement Plan reported $185M in total assets and 658 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #3,267 in Educational Services (3,638 peers)
Where Merrimack College 403(b) Retirement Plan sits by assets
Merrimack College 403(b) Retirement Plan sits in the top 10% of all filed plans by assets, $185M for 658 participants (~$280,531/participant), up 11.7% in 2024.
- #3,267
- in Educational Services (3,638 peers)
- +11.7%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
Merrimack College 403(b) Retirement Plan's outsized position by total assets
Merrimack College 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$184,589,234 Top 6% higher than 94% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Merrimack College 403(b) 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. Merrimack College 403(b) Retirement Plan sits mid-pack in the medium band (658 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Merrimack College 403(b) Retirement Plan reported participants fell from 1,058 in the plan year 2023 filing to 658 in the plan year 2024 filing.
- Merrimack College 403(b) Retirement Plan reported net income rose from $15M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- Merrimack College 403(b) Retirement Plan end-of-year assets rose from $165M in the plan year 2023 filing to $185M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 042103731 · Merrimack College PY 2024 · Other
Merrimack College 403(b) Retirement Plan · $185M · 658 · 94th
- ASSETS $185M
- ASSETS 658
- ASSETS 94th
- ASSETS Other
- ASSETS near York College of Pennsylvania Defined Contribution Retirement Plan
- ASSETS ind #3267
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 Massachusetts →
Merrimack College 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $165M |
|---|---|
| Net Assets (End of Year) | $185M |
| Net Income | $19M |
| Employer EIN | 042103731 |
| Plan Effective Date | 1956-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Merrimack College)
Sponsor-wide plan assets over time
All Merrimack College plans reported in each filing year
- Latest sponsor-wide plan assets
- $185M 22.96479987930361% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,036 | $150M |
| 2023 | 1 | 1,058 | $165M |
| 2024 | 1 | 658 | $185M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Merrimack College 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is York College of Pennsylvania Defined Contribution Retirement Plan in PA ($184M); by covered participants it is Columbia Memorial Hospital Retirement Plan in NY (657 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($185M here).
Similar participant headcount
Nearest other-state filings by covered participants (658 participants); asset peers above are excluded.
- Columbia Memorial Hospital Retirement Plan (NY) 657 · 1 off
- Virginia Hospital Center 403(b) Plan (VA) 657 · 1 off
- Gettysburg College Tax Deferred Annuity Plan (PA) 656 · 2 off
- Berry College Defined Contribution Plan (GA) 656 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.