Other · DOL Form 5500 · 2024
Merrimack College Retirement Plan
Data updated 2026-08-11
- $185M
- Total assets
- 658
- Participants
- 94th
- Percentile by assets
- $280,531
- Avg per participant
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.
- 94th percentile by assets (of 123,622 plans)
- #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.
- $185M
- total plan assets (2024 EOY)
- 658
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $280,531
- avg assets per participant
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.
Merrimack College 403(b) Retirement Plan vs the 2024 asset distribution
By assets, Merrimack College 403(b) Retirement Plan outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.9x the national average plan size of $100M (721 average participants).
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)
| 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.
Merrimack College 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Merrimack College 403(b) Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Merrimack College 403(b) Retirement Plan assets move in 2024? ▼
How have Merrimack College plan assets changed over time? ▼
Where does Merrimack College 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Merrimack College 403(b) Retirement Plan? ▼
Next read for Merrimack College 403(b) Retirement Plan
Scale reading
Ways to act on Merrimack College 403(b) Retirement Plan's numbers.
- By total assets, Merrimack College 403(b) 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 Massachusetts. Compare plans
- Merrimack College's sponsor-wide assets have grown 23.0% since 2022 across 3 plan years on file. More Educational Services plans