Other · DOL Form 5500 · 2024

Mercy Housing, Inc. Retirement Plan

Data updated 2026-08-11

$96M
Total assets
1,668
Participants
90th
Percentile by assets
$57,775
Avg per participant
PlainRetire home → About this data

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.

  • 90th percentile by assets (of 123,622 plans)
  • #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.

$96M
total plan assets (2024 EOY)
1,668
covered participants
90th
percentile by assets (of 123,622 plans)
$57,775
avg assets per participant

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 →

State
Industry

Participants vs Colorado filers

In Colorado, the average filing covers about 376 participants across 2,719 plans. Mercy Housing, Inc. 403(b) Plan reports 1,668 participants - 4.4x that state average ($96M EOY assets).

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.)

$60M$70M$80M$90M$100M 202220232024 $68.2M $96.4M ▲ +41.4%
Total plan assets by year, all Mercy Housing, Inc. plans on file
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

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. …Ucar Retirement PlanChildren's Hospital …University of Denver…Nrel 403(b) Employee…Colorado College Ret…
Mercy Housing, Inc. 403(b) Plan vs. nearby Other plans in Colorado, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Mercy Housing, Inc. 403(b) Plan by total assets, not by location.

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).

Next read for Mercy Housing, Inc. 403(b) Plan

Filing takeaways

Ways to act on Mercy Housing, Inc. 403(b) Plan's numbers.