Other · DOL Form 5500 · 2024
Mercy University Retirement Plan
Data updated 2026-08-25
- $121M
- Total assets Near avg plan size
- 847
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $143,276
- Avg per participant Near avg balance/head
Official DOL plan name: Mercy University Retirement Plan · Sponsored by Mercy University · New York · Educational Services
$121M in assets, 847 participants
Mercy University's Mercy University Retirement Plan reported $121M in total assets and 847 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #3,118 in Educational Services (3,638 peers)
Where Mercy University Retirement Plan sits by assets
Mercy University Retirement Plan sits in the top 10% of all filed plans by assets, $121M for 847 participants (~$143,276/participant), up 9.4% in 2024.
- #3,118
- in Educational Services (3,638 peers)
- +9.4%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Mercy University Retirement Plan's outsized position by total assets
Mercy University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$121,354,401 Top 8% higher than 92% 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 University Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mercy University Retirement Plan sits mid-pack in the medium band (847 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mercy University Retirement Plan end-of-year assets rose from $111M in the plan year 2023 filing to $121M in the plan year 2024 filing.
- Mercy University Retirement Plan reported net income fell from $11M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 131967321 · Mercy University PY 2024 · Other
Mercy University Retirement Plan · $121M · 847 · 92nd
- PHOTO $121M
- IND 847
- EOY 92nd
- 5500 Other
- ASSETS near Emmanuel College Defined Contribution Plan
- PCT ind #3118
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 New York →
Mercy University Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $111M |
|---|---|
| Net Assets (End of Year) | $121M |
| Net Income | $10M |
| Employer EIN | 131967321 |
| Plan Effective Date | 1965-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mercy University)
Sponsor-wide plan assets over time
All Mercy University plans reported in each filing year
- Latest sponsor-wide plan assets
- $222M 19.978554754204644% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,136 | $185M |
| 2023 | 2 | 2,812 | $202M |
| 2024 | 2 | 2,765 | $222M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Mercy University Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Emmanuel College Defined Contribution Plan in MA ($122M); by covered participants it is Children's University Medical Group Tax Deferred Annuity Plan in WA (849 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($121M here).
- Emmanuel College Defined Contribution Plan (MA) $122M · 551
- Roosevelt University 403(b) Retirement Plan (IL) $121M · 522
- The Taft School 403(b) Retirement Plan (CT) $121M · 290
- Presbyterian Homes and Services Tax Deferred Annuity Plan (MN) $122M · 7,805
Similar participant headcount
Nearest other-state filings by covered participants (847 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.