Other · DOL Form 5500 · 2024
Mercy University Retirement Plan
Data updated 2026-08-11
- $121M
- Total assets
- 847
- Participants
- 92nd
- Percentile by assets
- $143,276
- Avg per participant
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.
- 92nd percentile by assets (of 123,622 plans)
- #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.
- $121M
- total plan assets (2024 EOY)
- 847
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $143,276
- avg assets per participant
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.
Mercy University Retirement Plan vs the 2024 asset distribution
By assets, Mercy University Retirement Plan outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).
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)
| 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.
Mercy University Retirement Plan vs. nearby Other plans in New York, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Mercy University Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Mercy University Retirement Plan assets move in 2024? ▼
How have Mercy University plan assets changed over time? ▼
Where does Mercy University Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Mercy University Retirement Plan? ▼
Next read for Mercy University Retirement Plan
Scale reading
Ways to act on Mercy University Retirement Plan's numbers.
- By total assets, Mercy University Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- Mercy University's sponsor-wide assets have grown 20.0% since 2022 across 3 plan years on file. More Educational Services plans