Mercy Housing 403(b) match, vesting and fees
What Mercy Housing's 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 | Cohn Reznick LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 136 defined-contribution plans in real estate and rental and leasing with 1,000 to 4,999 participants.
| Mercy Housing: employer contribution per participant | $1,730 | |
| Peer median | $1,502 |
| Mercy Housing: average balance | $40,696 | |
| Peer median | $49,651 |
| Mercy Housing: admin expenses ÷ assets | 0.31% | |
| Peer median | 0.22% |
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 $79.4M at the end of plan year 2021 to $96.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,389 | $96.4M | $4.1M | $1,730 | 0.31% | Not published | Form 5500 ↗ |
| 2023 | 2,242 | $85.5M | $3.7M | $1,666 | 0.34% | Not published | Form 5500 ↗ |
| 2022 | 2,296 | $68.2M | $3.4M | $1,481 | 0.31% | Not published | Form 5500 ↗ |
| 2021 | 2,239 | $79.4M | $3.2M | $1,447 | 0.30% | Not published | Form 5500 ↗ |
Common questions
Does Mercy Housing match 401(k) contributions?
The match terms for the Mercy Housing, Inc. 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $4.1M in employer contributions, about $1,730 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Mercy Housing 401(k) match vested?
The vesting schedule for the Mercy Housing, Inc. 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Mercy Housing 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Mercy Housing, Inc..
I left Mercy Housing. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mercy Housing, Inc., (303) 830-3300) or the recordkeeper, Transamerica Retirement Solutions. The Mercy Housing old 401(k) page lists the contacts from every plan filing. Find an old Mercy Housing 401(k)
Data from the public Form 5500 annual reports Mercy Housing filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Housing. Not financial advice. Report a correction · Methodology