Other · DOL Form 5500 · 2024
Mercer University Retirement Plan
Data updated 2026-08-25
- $559M
- Total assets Above avg plan size
- 1,916
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $291,619
- Avg per participant High balance/head
Official DOL plan name: Mercer University Defined Contribution Retirement Plan · Sponsored by Mercer University · Georgia · Educational Services
$559M in assets, 1,916 participants
Mercer University's Mercer University Defined Contribution Retirement Plan reported $559M in total assets and 1,916 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #3,502 in Educational Services (3,638 peers)
Where Mercer University Defined Contribution Retirement Plan sits by assets
Mercer University Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $559M for 1,916 participants (~$291,619/participant), up 8.6% in 2024.
- #3,502
- in Educational Services (3,638 peers)
- +8.6%
- assets growth YoY
- 5.6×
- vs typical plan assets (national mean)
Mercer University Defined Contribution Retirement Plan's outsized position by total assets
Mercer University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$558,741,352 Top 3% higher than 97% 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
Mercer University Defined Contribution Retirement 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. Mercer University Defined Contribution Retirement Plan lands in the large band (1,916 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mercer University Defined Contribution Retirement Plan reported net income fell from $61M in the plan year 2023 filing to $44M in the plan year 2024 filing.
- Mercer University Defined Contribution Retirement Plan end-of-year assets rose from $514M in the plan year 2023 filing to $559M in the plan year 2024 filing.
- Mercer University Defined Contribution Retirement Plan reported participants rose from 1,898 in the plan year 2023 filing to 1,916 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 580566167 · Mercer University PY 2024 · Other
Mercer University Defined Contribution Retirement Plan · $559M · 1,916 · 97th
- PHOTO $559M
- PHOTO 1,916
- PHOTO 97th
- PHOTO Other
- PHOTO near Teacher's College, Columbia University DC Retirement Plan
- PHOTO ind #3502
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 Educational Services retirement plans → · Plans in Georgia →
Mercer University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $514M |
|---|---|
| Net Assets (End of Year) | $559M |
| Net Income | $44M |
| Employer EIN | 580566167 |
| Plan Effective Date | 1962-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mercer University)
Sponsor-wide plan assets over time
All Mercer University plans reported in each filing year
- Latest sponsor-wide plan assets
- $559M 23.12872420710524% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,982 | $454M |
| 2023 | 1 | 1,898 | $514M |
| 2024 | 1 | 1,916 | $559M |
Nearby Other Plans in Georgia
Peer Other plans, same state, same plan type, ranked by total assets.
- Wellstar Health System, Inc. Supplemental Retirement Savings Plan $2.8B · 26,097
- Northside Hospital 403(b) Retirement Plan $1.8B · 29,253
- Childrens Healthcare of Atlanta Inc Share Plan $1.5B · 13,143
- IBEW Local 613 Defined Contribution Pension Plan $752M · 4,682
- Navicent Health 403(b) Retirement Savings Plan $575M · 6,344
Mercer University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is Teacher's College, Columbia University DC Retirement Plan in NY ($564M); by covered participants it is Mercy University Tax Deferred Annuity Plan in NY (1,918 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($559M here).
- Teacher's College, Columbia University DC Retirement Plan (NY) $564M · 2,264
- Saint Joseph's University Retirement Plan (PA) $553M · 2,028
- Pediatric Faculty Foundation Defined Contribution Plan (IL) $553M · 710
- Vassar College 403(b) Retirement Plan (NY) $551M · 1,636
Similar participant headcount
Nearest other-state filings by covered participants (1,916 participants); asset peers above are excluded.
- Mercy University Tax Deferred Annuity Plan (NY) 1,918 · 2 off
- Ohio State University Physicians, Inc. 403(b) Tax Deferred Annuity Plan (OH) 1,913 · 3 off
- Employees Supplemental Retirement Plan C (OH) 1,919 · 3 off
- Signature Healthcare Retirement Savings Plan (MA) 1,912 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.