401(k) · DOL Form 5500 · 2022

William M. Mercer and Assoc, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
5
Participants Small participant base
45th
Percentile by assets National rank
$752,310
Avg per participant High balance/head
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Official DOL plan name: William M. Mercer and Associates, Inc. Profit Sharing Plan · Sponsored by William M. Mercer and Assoc, Inc. · Pennsylvania · Finance & Insurance

$4M in assets, 5 participants

William M. Mercer and Assoc, Inc.'s William M. Mercer and Associates, Inc. Profit Sharing Plan reported $4M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,835 in Finance & Insurance (9,261 peers)

William M. Mercer and Assoc, Inc. multi-year trail

William M. Mercer and Assoc, Inc.'s plans moved +42.6% in assets from 2022 to 2024; this filing shows William M. Mercer and Associates, Inc. Profit Sharing Plan at $4M / 5 participants.

#2,835
in Finance & Insurance (9,261 peers)
-14.0%
assets change YoY

The plan reported a net loss of $615K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

William M. Mercer and Associates, Inc. Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

William M. Mercer and Associates, Inc. Profit Sharing Plan vs every filed plan by assets

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

$3,761,550 45th percentile higher than 45% 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

William M. Mercer and Associates, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. William M. Mercer and Associates, Inc. Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 271668076 · William M. Mercer and Assoc, Inc. PY 2022 · 401(k)

William M. Mercer and Associates, Inc. Profit Sharing Plan · $4M · 5 · 45th

  • IND $4M
  • EOY 5
  • 5500 45th
  • ASSETS 401(k)
  • PCT near The Contractors Retirement Plan
  • EIN ind #2835

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

William M. Mercer and Associates, Inc. Profit Sharing Plan in the asset neighbourhood

William M. Mercer and Associates, Inc. Profit Sharing PlanWilliam M. Mercer and Associ…$4MThe Contractors Retirement PlanThe Contractors Retirement P…$4MStouffer & Associates, LLP 401(k) PlanStouffer & Associates, LLP 4…$4MNew Horizon Food Services Employee Savings PlanNew Horizon Food Services Em…$4MFranklin Bookkeeping Services, Inc. 401(k) PlanFranklin Bookkeeping Service…$4M
End-of-year total assets ($M) among William M. Mercer and Associates, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

William M. Mercer and Assoc, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All William M. Mercer and Assoc, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 42.599486913639325% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $3.76M $5.36M ▲ +42.6%
Year Plans Participants Total Assets
2022 1 5 $4M
2023 1 4 $5M
2024 1 5 $5M

William M. Mercer and Assoc, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$615K
Employer EIN271668076
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

William M. Mercer and Associates, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants William M. Mercer and Associates, Inc. Profit Sharing Plan, Total assets ($B): 0.00376155 · Participants: 5William M. Mercer and Associates, Inc. Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
William M. Mercer and Associates, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare William M. Mercer and Associates, Inc. Profit Sharing Plan side-by-side with 3 peers →

William M. Mercer and Associates, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is The Contractors Retirement Plan in TX ($4M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 William M. Mercer and Associates, Inc. Profit Sharing Plan assets move in 2022? ▼
William M. Mercer and Associates, Inc. Profit Sharing Plan pulled back noticeably - down 14.0% during 2022, from $4M to $4M. Reported net income was -$615K.
How have William M. Mercer and Assoc, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William M. Mercer and Assoc, Inc.'s sponsor-wide assets grew 42.6%, from $4M to $5M.
Which 401(k) plans are similar in size to William M. Mercer and Associates, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Contractors Retirement Plan in TX ($4M, 78 participants).
Which 401(k) plans cover a similar participant headcount to William M. Mercer and Associates, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (5 participants, $48K 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 271668076.

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.