Other · DOL Form 5500 · 2024

Mercy University Retirement Plan

Data updated 2026-08-25

$100M
Total assets Near avg plan size
1,918
Participants Near avg headcount
90th
Percentile by assets National rank
$52,325
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mercy University Tax Deferred Annuity Plan · Sponsored by Mercy University · New York · Educational Services

$100M in assets, 1,918 participants

Mercy University's Mercy University Tax Deferred Annuity Plan reported $100M in total assets and 1,918 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.

  • #3,030 in Educational Services (3,638 peers)

Coverage in New York

Mercy University Tax Deferred Annuity Plan covers 1,918 participants in New York, 2.4x the typical New York plan (state average ~798 per filing). Assets: $100M.

#3,030
in Educational Services (3,638 peers)
+9.6%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Mercy University Tax Deferred Annuity Plan's outsized position by total assets

Mercy University Tax Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$100,359,175 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 University Tax Deferred Annuity 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 University Tax Deferred Annuity Plan lands in the large band (1,918 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mercy University Tax Deferred Annuity Plan reported net income rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Mercy University Tax Deferred Annuity Plan end-of-year assets rose from $92M in the plan year 2023 filing to $100M in the plan year 2024 filing.
  • Mercy University Tax Deferred Annuity Plan reported participants fell from 1,973 in the plan year 2023 filing to 1,918 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 131967321 · Mercy University PY 2024 · Other

Mercy University Tax Deferred Annuity Plan · $100M · 1,918 · 90th

  • NET $100M
  • BOOK 1,918
  • VS-ST 90th
  • BOY Other
  • SCH near Medcentral Health System Employees' Retirement Plan
  • EBSA ind #3030

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 Tax Deferred Annuity Plan in the asset neighbourhood

Benedictine University Defined Contribution Retirement PlanBenedictine University Defin…$101MMercy University Tax Deferred Annuity PlanMercy University Tax Deferre…$100MMedcentral Health System Employees' Retirement PlanMedcentral Health System Emp…$100MRetirement Plan for American Enterprise Institute for Public Policy ResearchRetirement Plan for American…$100MGettysburg College Tax Deferred Annuity PlanGettysburg College Tax Defer…$100M
End-of-year total assets ($M) among Mercy University Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$92M
Net Assets (End of Year)$100M
Net Income$9M
Employer EIN131967321
Plan Effective Date1965-09-01
Filing StatusFILING 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
$180M$200M$220M$240M 202220232024 $185M $222M ▲ +20.0%
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 Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -5051015 Total assets ($B) Participants Mercy University Tax Deferred Annuity Plan, Total assets ($B): 0.100359175 · Participants: 1918Mercy University Tax Deferred Annuity PlanNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
Mercy University Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants
Compare Mercy University Tax Deferred Annuity Plan side-by-side with 3 peers →

Mercy University Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Medcentral Health System Employees' Retirement Plan in OH ($100M); by covered participants it is Employees Supplemental Retirement Plan C in OH (1,919 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,918 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 University Tax Deferred Annuity Plan assets move in 2024? ▼
Mercy University Tax Deferred Annuity Plan grew at a solid clip - up 9.6% during 2024, from $92M to $100M. Reported net income was $9M.
How have Mercy University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mercy University's sponsor-wide assets grew 20.0%, from $185M to $222M.
Where does Mercy University Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Mercy University Tax Deferred Annuity 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 University Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Medcentral Health System Employees' Retirement Plan in OH ($100M, 1,138 participants).
Which Other plans cover a similar participant headcount to Mercy University Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Employees Supplemental Retirement Plan C in OH (1,919 participants, $281M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131967321.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.