MERCY HOUSING, INC. 403(B) PLAN

Plan Contact

  • Address: 1600 BROADWAY, SUITE 2000,DENVER,CO
  • Contact person: RENEE NAGLE
  • Phone: (303) 830-3300

Plan General Information

MERCY HOUSING, INC. 403(B) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of MERCY HOUSING, INC. 403(B) PLAN is $85,499,540.00.This plan was established in 2001.

MERCY HOUSING, INC. 403(B) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in MERCY HOUSING, INC. 403(B) PLAN is 2296

MERCY HOUSING, INC. 403(B) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for MERCY HOUSING, INC. 403(B) PLAN is $37,238.00

MERCY HOUSING, INC. 403(B) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for MERCY HOUSING, INC. 403(B) PLAN is $2,684.00.

MERCY HOUSING, INC. 403(B) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in MERCY HOUSING, INC. 403(B) PLAN is approximately $1,614.00
Investing in this additonal $1,614.00 for 20 years would give you extra $103,331.00, assuming a 10% annual return.

MERCY HOUSING, INC. 403(B) PLAN Total Employer Contribution and Match Rate

In 2023, MERCY HOUSING, INC. 403(B) PLAN allocates $3,707,003.00 to match its employees' contributions, providing an employer match rate of 61.46% of their contributions

MERCY HOUSING, INC. 403(B) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of MERCY HOUSING, INC. 403(B) PLAN is 25.45%.

MERCY HOUSING, INC. 403(B) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for MERCY HOUSING, INC. 403(B) PLAN is 18.94%. This measures the effectiveness of the plan participants' investments in the year.

MERCY HOUSING, INC. 403(B) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of MERCY HOUSING, INC. 403(B) PLAN is 0.31%.

Enrollment Features

MERCY HOUSING, INC. 403(B) PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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