Other · DOL Form 5500 · 2024
Merakey USA Retirement Plan
Data updated 2026-08-25
- $155M
- Total assets Near avg plan size
- 6,121
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $25,370
- Avg per participant Low balance/head
Official DOL plan name: Merakey 403(b) Plan · Sponsored by Merakey USA · Pennsylvania · Healthcare & Social Assistance
$155M in assets, 6,121 participants
Merakey USA's Merakey 403(b) Plan reported $155M in total assets and 6,121 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #15,883 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
Merakey 403(b) Plan covers 6,121 participants in Pennsylvania, 7.4x the typical Pennsylvania plan (state average ~822 per filing). Assets: $155M.
- #15,883
- in Healthcare & Social Assistance (16,916 peers)
- +10.6%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Merakey 403(b) Plan's outsized position by total assets
Merakey 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$155,287,399 Top 7% higher than 93% 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
Merakey 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Merakey 403(b) Plan lands in the large band (6,121 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Merakey 403(b) Plan reported participants fell from 8,260 in the plan year 2023 filing to 6,121 in the plan year 2024 filing.
- Merakey 403(b) Plan reported net income fell from $19M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Merakey 403(b) Plan end-of-year assets rose from $133M in the plan year 2023 filing to $155M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 232175924 · Merakey USA PY 2024 · Other
Merakey 403(b) Plan · $155M · 6,121 · 93rd
- EIN $155M
- EIN 6,121
- EIN 93rd
- EIN Other
- EIN near Childrens Hospital Los Angeles Employees 403 (B) Plan
- EIN ind #15883
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 Pennsylvania →
Merakey 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $140M |
|---|---|
| Net Assets (End of Year) | $155M |
| Net Income | $15M |
| Employer EIN | 232175924 |
| Plan Effective Date | 2009-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Merakey USA)
Sponsor-wide plan assets over time
All Merakey USA plans reported in each filing year
- Latest sponsor-wide plan assets
- $155M 21.64936632614875% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 7,362 | $128M |
| 2023 | 4 | 15,030 | $281M |
| 2024 | 1 | 6,121 | $155M |
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
Scale composition for Merakey 403(b) Plan
Merakey 403(b) Plan reports $155M in end-of-year assets across 6,121 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $25,370 per participant (18% of the national average assets-per-participant) . Net income for plan year 2024 was $15M.
This plan identity (EIN 232175924, plan #001) has 4 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $124M to $155M (+25.4%) while covered participants moved from 7,089 to 6,121 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,089 | $124M | Open filing |
| 2023 | 6,247 | $140M | Open filing |
| 2023 | 8,260 | $133M | Open filing |
| 2024 · index core | 6,121 | $155M | This page |
Merakey 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Childrens Hospital Los Angeles Employees 403 (B) Plan in CA ($156M); by covered participants it is Yale University Matching Retirement Plan in CT (6,132 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($155M here).
Similar participant headcount
Nearest other-state filings by covered participants (6,121 participants); asset peers above are excluded.
- Yale University Matching Retirement Plan (CT) 6,132 · 11 off
- National University Retirement Savings Plan (CA) 6,146 · 25 off
- Fred Hutchinson Cancer Center Retirement Savings Plan (WA) 6,067 · 54 off
- Valley Health System Employee Contributory 403(b) Plan (VA) 6,189 · 68 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.