Other · DOL Form 5500 · 2024
Mercy Housing, Inc. Retirement Plan
Data updated 2026-08-25
- $96M
- Total assets Below avg plan size
- 1,668
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $57,775
- Avg per participant Low balance/head
Official DOL plan name: Mercy Housing, Inc. 403(b) Plan · Sponsored by Mercy Housing, Inc. · Colorado · Real Estate
$96M in assets, 1,668 participants
Mercy Housing, Inc.'s Mercy Housing, Inc. 403(b) Plan reported $96M in total assets and 1,668 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #4,457 in Real Estate (4,605 peers)
Coverage in Colorado
Mercy Housing, Inc. 403(b) Plan covers 1,668 participants in Colorado, 4.4x the typical Colorado plan (state average ~376 per filing). Assets: $96M.
- #4,457
- in Real Estate (4,605 peers)
- +12.7%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Mercy Housing, Inc. 403(b) Plan's outsized position by total assets
Mercy Housing, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$96,368,697 Top 10% higher than 90% 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
Mercy Housing, Inc. 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. Mercy Housing, Inc. 403(b) Plan lands in the large band (1,668 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mercy Housing, Inc. 403(b) Plan reported net income fell from $17M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Mercy Housing, Inc. 403(b) Plan end-of-year assets rose from $85M in the plan year 2023 filing to $96M in the plan year 2024 filing.
- Mercy Housing, Inc. 403(b) Plan reported participants rose from 1,602 in the plan year 2023 filing to 1,668 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 470646706 · Mercy Housing, Inc. PY 2024 · Other
Mercy Housing, Inc. 403(b) Plan · $96M · 1,668 · 90th
- TYPE $96M
- TYPE 1,668
- TYPE 90th
- TYPE Other
- TYPE near Chmc Anesthesia Foundation, Inc. 403(b) Plan
- TYPE ind #4457
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 Real Estate retirement plans → · Plans in Colorado →
Mercy Housing, Inc. 403(b) Plan in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $85M |
|---|---|
| Net Assets (End of Year) | $96M |
| Net Income | $11M |
| Employer EIN | 470646706 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mercy Housing, Inc.)
Sponsor-wide plan assets over time
All Mercy Housing, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $96M 41.39625740159699% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,562 | $68M |
| 2023 | 1 | 1,602 | $85M |
| 2024 | 1 | 1,668 | $96M |
Nearby Other Plans in Colorado
Peer Other plans, same state, same plan type, ranked by total assets.
- Ucar Retirement Plan $1.2B · 1,662
- Children's Hospital Colorado 403(b) Plan $1.0B · 9,224
- University of Denver Retirement Plan $909M · 7,356
- Nrel 403(b) Employee Savings Plan $625M · 3,207
- Colorado College Retirement Benefit Plan $382M · 717
Mercy Housing, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Colorado, the nearest Other by assets is Chmc Anesthesia Foundation, Inc. 403(b) Plan in MA ($96M); by covered participants it is Ken-Crest Services 403(b) Retirement Plan in PA (1,672 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($96M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,668 participants); asset peers above are excluded.
- Ken-Crest Services 403(b) Retirement Plan (PA) 1,672 · 4 off
- Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital (CA) 1,662 · 6 off
- Vision 401(k) Plan (TX) 1,682 · 14 off
- Chapman University Tax Deferred Annuity (Tda) Retirement Plan (CA) 1,685 · 17 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.