Other · DOL Form 5500 · 2024

Mercyhurst University Retirement Plan

Data updated 2026-08-11

$88M
Total assets: 414
Participants: 89th
Percentile by assets: $211,495
Avg per participant

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.

89th percentile by assets (of 123,622 plans)
#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.

$88M
total plan assets (2024 EOY): 414
covered participants: 89th
percentile by assets (of 123,622 plans): $211,495
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Pennsylvania

Industry

Educational Services

Mercyhurst University Defined Contribution Retirement Plan vs the 2024 asset distribution

By assets, Mercyhurst University Defined Contribution Retirement Plan outranks 89% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).

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)

Total plan assets by year, all Mercyhurst University plans on file

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.

Mercyhurst University Defined Contribution Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

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

Compare Mercyhurst University Defined Contributi… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Mercyhurst University Defined Contribution Retirement Plan by total assets, not by location.

Golden Gate University Retirement Plan (CA) $88M · 240
Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan (MA) $87M · 799
Rockhurst University Retirement Savings Plan (MO) $87M · 424
Peddie School 403(b) Tda & DC Plan (NJ) $88M · 331

Frequently Asked Questions

How did Mercyhurst University Defined Contribution Retirement Plan assets move in 2024? ▼

Mercyhurst University Defined Contribution Retirement Plan edged up modestly - up 3.7% during 2024, from $84M to $88M. Reported net income was $3M.

How have Mercyhurst University plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Mercyhurst University's sponsor-wide assets grew 15.4%, from $76M to $88M.

Where does Mercyhurst University Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼

Mercyhurst University Defined Contribution Retirement Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Other plans are similar in size to Mercyhurst University Defined Contribution Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Golden Gate University Retirement Plan in CA ($88M, 240 participants).

Next read for Mercyhurst University Defined Contributi…

Scale reading

Ways to act on Mercyhurst University Defined Contribution Retirement Plan's numbers.

By total assets, Mercyhurst University Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
Mercyhurst University's sponsor-wide assets have grown 15.4% since 2022 across 3 plan years on file. More Educational Services plans

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 250965430.