Other · DOL Form 5500 · 2024
Mercyhurst University Retirement Plan
Data updated 2026-08-25
- $88M
- Total assets Below avg plan size
- 414
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $211,495
- Avg per participant Above avg balance/head
Official DOL plan name: Mercyhurst University Defined Contribution Retirement Plan · Sponsored by Mercyhurst University · Pennsylvania · Educational Services
$88M in assets, 414 participants
Mercyhurst University's Mercyhurst University Defined Contribution Retirement Plan reported $88M in total assets and 414 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #2,951 in Educational Services (3,638 peers)
Where Mercyhurst University Defined Contribution Retirement Plan sits by assets
Mercyhurst University Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $88M for 414 participants (~$211,495/participant), up 3.7% in 2024.
- #2,951
- in Educational Services (3,638 peers)
- +3.7%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Mercyhurst University Defined Contribution Retirement Plan's outsized position by total assets
Mercyhurst University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$87,558,723 Top 11% higher than 89% 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
Mercyhurst University Defined Contribution 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. Mercyhurst University Defined Contribution Retirement Plan sits mid-pack in the medium band (414 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mercyhurst University Defined Contribution Retirement Plan reported net income fell from $9M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Mercyhurst University Defined Contribution Retirement Plan reported participants rose from 388 in the plan year 2023 filing to 414 in the plan year 2024 filing.
- Mercyhurst University Defined Contribution Retirement Plan end-of-year assets rose from $84M in the plan year 2023 filing to $88M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 250965430 · Mercyhurst University PY 2024 · Other
Mercyhurst University Defined Contribution Retirement Plan · $88M · 414 · 89th
- EIN $88M
- EIN 414
- EIN 89th
- EIN Other
- EIN near Golden Gate University Retirement Plan
- EIN ind #2951
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 Pennsylvania →
Mercyhurst University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $84M |
|---|---|
| Net Assets (End of Year) | $88M |
| Net Income | $3M |
| Employer EIN | 250965430 |
| Plan Effective Date | 1964-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mercyhurst University)
Sponsor-wide plan assets over time
All Mercyhurst University plans reported in each filing year
- Latest sponsor-wide plan assets
- $88M 15.418913030356554% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 409 | $76M |
| 2023 | 1 | 388 | $84M |
| 2024 | 1 | 414 | $88M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Mercyhurst University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Golden Gate University Retirement Plan in CA ($88M); by covered participants it is Conservation International 403(b) Savings Plan in VA (414 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($88M here).
Similar participant headcount
Nearest other-state filings by covered participants (414 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.