Mercy Corps 403(b) match, vesting and fees
What Mercy Corps' 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 87 defined-contribution plans in other services with 500 to 999 participants.
| Mercy Corps: employer contribution per participant | $2,524 | |
| Peer median | $1,829 |
| Mercy Corps: average balance | $101,927 | |
| Peer median | $71,847 |
| Mercy Corps: admin expenses ÷ assets | 0.18% | |
| Peer median | 0.25% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $56.9M at the end of plan year 2021 to $72.8M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 925 | $72.8M | $1.8M | $2,524 | 0.18% | Not published | Form 5500 ↗ |
| 2024 | 800 | $68.8M | $2.5M | $3,149 | 0.18% | Not published | Form 5500 ↗ |
| 2023 | 845 | $58.9M | $2.2M | $2,703 | 0.19% | Not published | Form 5500 ↗ |
| 2022 | 792 | $48.1M | $2M | $2,493 | 0.19% | Not published | Form 5500 ↗ |
| 2021 | 770 | $56.9M | $1.8M | $2,440 | 0.20% | Not published | Form 5500 ↗ |
Common questions
Does Mercy Corps match 401(k) contributions?
The match terms for the Mercy Corps 403(b) Plan have not been published from its filing yet. The plan year 2025 filing reports $1.8M in employer contributions, about $2,524 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Mercy Corps 401(k) match vested?
The vesting schedule for the Mercy Corps 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Mercy Corps 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Transamerica Retirement Solutions. The plan administrator is Mercy Corps.
I left Mercy Corps. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mercy Corps, (503) 896-5711) or the recordkeeper, Transamerica Retirement Solutions. The Mercy Corps old 401(k) page lists the contacts from every plan filing. Find an old Mercy Corps 401(k)
Data from the public Form 5500 annual reports Mercy Corps filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Mercy Corps. Not financial advice. Report a correction · Methodology