Other · DOL Form 5500 · 2024

Mercy Drive Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
231
Participants Below avg headcount
40th
Percentile by assets National rank
$19,895
Avg per participant Low balance/head
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Official DOL plan name: Mercy Drive 403(b) Retirement Plan · Sponsored by Mercy Drive Inc. · New York · Healthcare & Social Assistance

$5M in assets, 231 participants

Mercy Drive Inc.'s Mercy Drive 403(b) Retirement Plan reported $5M in total assets and 231 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,272 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Mercy Drive 403(b) Retirement Plan covers 231 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $5M.

#7,272
in Healthcare & Social Assistance (16,916 peers)
+13.1%
assets growth YoY

Mercy Drive 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Mercy Drive 403(b) Retirement Plan vs every filed plan by assets

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

$4,595,730 40th percentile higher than 40% 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 Drive 403(b) 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 Drive 403(b) Retirement Plan sits mid-pack in the medium band (231 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mercy Drive 403(b) Retirement Plan reported net income rose from -$1M in the plan year 2023 filing to $531K in the plan year 2024 filing.
  • Mercy Drive 403(b) Retirement Plan reported participants fell from 1,372 in the plan year 2023 filing to 231 in the plan year 2024 filing.
  • Mercy Drive 403(b) Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 043831639 · Mercy Drive Inc. PY 2024 · Other

Mercy Drive 403(b) Retirement Plan · $5M · 231 · 40th

  • PCT $5M
  • PCT 231
  • PCT 40th
  • PCT Other
  • PCT near The Cove Behavioral Health, Inc. Retirement Plan
  • PCT ind #7272

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Mercy Drive 403(b) Retirement Plan in the asset neighbourhood

403(b) Thrift Plan of Life Bridges, Inc.403(b) Thrift Plan of Life B…$5MMercy Drive 403(b) Retirement PlanMercy Drive 403(b) Retiremen…$5MThe Cove Behavioral Health, Inc. Retirement PlanThe Cove Behavioral Health, …$5MColorado Health Network, Inc. 403(b) PlanColorado Health Network, Inc…$5MAdvisewell, Inc. Retirement Savings PlanAdvisewell, Inc. Retirement …$5M
End-of-year total assets ($M) among Mercy Drive 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$531K
Employer EIN043831639
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mercy Drive Inc.)

Sponsor-wide plan assets over time

All Mercy Drive Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 14.533600533805844% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $5.38M $4.6M ▼ -14.5%
Year Plans Participants Total Assets
2022 1 921 $5M
2023 1 1,372 $4M
2024 1 231 $5M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Mercy Drive 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Mercy Drive 403(b) Retirement Plan, Total assets ($B): 0.00459573 · Participants: 231Mercy Drive 403(b) Retirement 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 Drive 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants

Mercy Drive 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is The Cove Behavioral Health, Inc. Retirement Plan in FL ($5M); by covered participants it is Campus Child Care, Inc. 403(b) Retirement Plan in MA (231 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (231 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 Drive 403(b) Retirement Plan assets move in 2024?
Mercy Drive 403(b) Retirement Plan grew at a solid clip - up 13.1% during 2024, from $4M to $5M. Reported net income was $531K.
How have Mercy Drive Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Mercy Drive Inc.'s sponsor-wide assets declined 14.5%, from $5M to $5M.
Which Other plans are similar in size to Mercy Drive 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is The Cove Behavioral Health, Inc. Retirement Plan in FL ($5M, 224 participants).
Which Other plans cover a similar participant headcount to Mercy Drive 403(b) Retirement Plan?
Among Other plans in other states, the closest by covered participants is Campus Child Care, Inc. 403(b) Retirement Plan in MA (231 participants, $7M in assets).