ESOP · DOL Form 5500 · 2022

Mercer Capital Management, Inc. ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
39
Participants Small participant base
70th
Percentile by assets National rank
$334,149
Avg per participant High balance/head
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Official DOL plan name: Mercer Capital Management, Inc. Employee Stock Ownership Plan · Sponsored by Mercer Capital Management, Inc. · Tennessee · Management of Enterprises

$13M in assets, 39 participants

Mercer Capital Management, Inc.'s Mercer Capital Management, Inc. Employee Stock Ownership Plan reported $13M in total assets and 39 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #595 in Management of Enterprises (1,193 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Mercer Capital Management, Inc. Employee Stock Ownership Plan ranks #595 of 1,193 2022 filers by assets (2728% of the sector average)-$13M for 39 participants.

#595
in Management of Enterprises (1,193 peers)
+6.7%
assets growth YoY

Mercer Capital Management, Inc. Employee Stock Ownership Plan's outsized position by total assets

Mercer Capital Management, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$13,031,806 Top 30% higher than 70% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Mercer Capital Management, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mercer Capital Management, Inc. Employee Stock Ownership Plan is a small filing (39 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 621154641 · Mercer Capital Management, Inc. PY 2022 · ESOP

Mercer Capital Management, Inc. Employee Stock Ownership Plan · $13M · 39 · 70th

  • VS-ST $13M
  • BOY 39
  • SCH 70th
  • EBSA ESOP
  • PART near Builder's Bloc Employee Stock Ownership Plan
  • TYPE ind #595

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 What is an ESOP? → · Plans in Tennessee →

Mercer Capital Management, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Mercer Capital Management, Inc. Employee Stock Ownership PlanMercer Capital Management, I…$13MBuilder's Bloc Employee Stock Ownership PlanBuilder's Bloc Employee Stoc…$13MDon Hoban Co., Inc. Employee Stock Ownership PlanDon Hoban Co., Inc. Employee…$13MEsco Group Employee Stock Ownership PlanEsco Group Employee Stock Ow…$13MQuad/Graphics ESOP$13M
End-of-year total assets ($M) among Mercer Capital Management, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$822K
Employer EIN621154641
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mercer Capital Management, Inc.)

Sponsor-wide plan assets over time

All Mercer Capital Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 56.29351756771087% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13M $20.4M ▲ +56.3%
Year Plans Participants Total Assets
2022 1 39 $13M
2023 1 40 $18M
2024 1 45 $20M

Nearby ESOP Plans in Tennessee

Peer ESOP plans, same state, same plan type, ranked by total assets.

Mercer Capital Management, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -1000100200300400500 Total assets ($M) Participants Mercer Capital Management, Inc. Employee Stock Ownership Plan, Total assets ($M): 13.031806 · Participants: 39Mercer Capital Management, Inc. Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 448.826239 · Participants: 312Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 199.960184 · Participants: 184Zander Group Holdings, Inc. Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 118.475903 · Participants: 5053ls, Inc. Employee Stock Ownership PlanPaladin Capital, Inc. ESOP, Total assets ($M): 99.01375 · Participants: 3771Paladin Capital, Inc. ESOPChurchill Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 93.135811 · Participants: 512Churchill Holdings, Inc. Employee Stock Ownership Plan
Mercer Capital Management, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Mercer Capital Management, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Mercer Capital Management, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Builder's Bloc Employee Stock Ownership Plan in MO ($13M); by covered participants it is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (39 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mercer Capital Management, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Mercer Capital Management, Inc. Employee Stock Ownership Plan grew at a solid clip - up 6.7% during 2022, from $12M to $13M. Reported net income was $822K.
How have Mercer Capital Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mercer Capital Management, Inc.'s sponsor-wide assets grew 56.3%, from $13M to $20M.
Which ESOP plans are similar in size to Mercer Capital Management, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Builder's Bloc Employee Stock Ownership Plan in MO ($13M, 24 participants).
Which ESOP plans cover a similar participant headcount to Mercer Capital Management, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (39 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 621154641.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.