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
PlainRetire home → About this data RSS: change history

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

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 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.

See the national 2023→2024 release diff →

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

Mercy Housing, Inc. 403(b) PlanMercy Housing, Inc. 403(b) P…$96MChmc Anesthesia Foundation, Inc. 403(b) PlanChmc Anesthesia Foundation, …$96MWorld Learning, Inc. Retirement PlanWorld Learning, Inc. Retirem…$96MAlbany College of Pharmacy and Health Sciences 403(b) PlanAlbany College of Pharmacy a…$96MMount Saint Mary College Defined Contribution PlanMount Saint Mary College Def…$96M
End-of-year total assets ($M) among Mercy Housing, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$96M
Net Income$11M
Employer EIN470646706
Plan Effective Date2001-01-01
Filing StatusFILING 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
$60M$70M$80M$90M$100M 202220232024 $68.2M $96.4M ▲ +41.4%
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.

Mercy Housing, Inc. 403(b) Plan vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 00.511.5 Total assets ($B) Participants Mercy Housing, Inc. 403(b) Plan, Total assets ($B): 0.096368697 · Participants: 1668Mercy Housing, Inc. 403(b) PlanUcar Retirement Plan, Total assets ($B): 1.230562754 · Participants: 1662Ucar Retirement PlanChildren's Hospital Colorado 403(b) Plan, Total assets ($B): 1.02857285 · Participants: 9224Children's Hospital Colorado 403(b) PlanUniversity of Denver Retirement Plan, Total assets ($B): 0.908770068 · Participants: 7356University of Denver Retirement PlanNrel 403(b) Employee Savings Plan, Total assets ($B): 0.625099305 · Participants: 3207Nrel 403(b) Employee Savings PlanColorado College Retirement Benefit Plan, Total assets ($B): 0.381542052 · Participants: 717Colorado College Retirement Benefit Plan
Mercy Housing, Inc. 403(b) Plan vs. nearby Other plans in Colorado, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (1,668 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mercy Housing, Inc. 403(b) Plan assets move in 2024? ▼
Mercy Housing, Inc. 403(b) Plan grew at a solid clip - up 12.7% during 2024, from $85M to $96M. Reported net income was $11M.
How have Mercy Housing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mercy Housing, Inc.'s sponsor-wide assets grew 41.4%, from $68M to $96M.
Where does Mercy Housing, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Mercy Housing, Inc. 403(b) Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Mercy Housing, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Chmc Anesthesia Foundation, Inc. 403(b) Plan in MA ($96M, 158 participants).
Which Other plans cover a similar participant headcount to Mercy Housing, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Ken-Crest Services 403(b) Retirement Plan in PA (1,672 participants, $55M in assets).