401(k) · DOL Form 5500 · 2022

Mercer-Zimmerman, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
125
Participants Small participant base
69th
Percentile by assets National rank
$98,036
Avg per participant Below avg balance/head
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Official DOL plan name: Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan · Sponsored by Mercer-Zimmerman, Inc. · Kansas · Wholesale Trade

$12M in assets, 125 participants

Mercer-Zimmerman, Inc.'s Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan reported $12M in total assets and 125 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,309 in Wholesale Trade (6,843 peers)

Coverage in Kansas

Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan covers 125 participants in Kansas, about 35% of the average Kansas filer (state average ~360 per filing). Assets: $12M.

#4,309
in Wholesale Trade (6,843 peers)
+10.2%
assets growth YoY

Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan's outsized position by total assets

Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$12,254,540 Top 31% higher than 69% 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-Zimmerman, Inc. Profit Sharing 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan sits mid-pack in the medium band (125 participants).

Form 5500 schedule snapshot

Filing strip 480761465 · Mercer-Zimmerman, Inc. PY 2022 · 401(k)

Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan · $12M · 125 · 69th

  • 5500 $12M
  • ASSETS 125
  • PCT 69th
  • EIN 401(k)
  • RANK near Apple 401(k) Savings Plan
  • PHOTO ind #4309

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 Wholesale Trade retirement plans → · Plans in Kansas →

Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan in the asset neighbourhood

American Industrial Hygiene Association 401(k) PlanAmerican Industrial Hygiene …$12MDorvin Leis 401(k) Plan 1$12MMercer-Zimmerman, Inc. Profit Sharing 401(k) PlanMercer-Zimmerman, Inc. Profi…$12MApple 401(k) Savings Plan$12MBhate Environmental Associates Employees 401(k) Safe Harbor PlanBhate Environmental Associat…$12M
End-of-year total assets ($M) among Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kansas filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN480761465
Plan Effective Date2004-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mercer-Zimmerman, Inc.)

Sponsor-wide plan assets over time

All Mercer-Zimmerman, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 56.113660733083414% vs 2022
2024 filing year
$10M$15M$20M 202220232024 $12.3M $19.1M ▲ +56.2%
Year Plans Participants Total Assets
2022 1 125 $12M
2023 1 140 $16M
2024 1 177 $19M

Nearby 401(k) Plans in Kansas

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

Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan, Total assets ($B): 0.01225454 · Participants: 125Mercer-Zimmerman, Inc. Profit Sharing 401(k) PlanKoch Industries Inc Employees' Savings Plan, Total assets ($B): 3.432760938 · Participants: 11970Koch Industries Inc Employees' Savings PlanBlack & Veatch Retirement Program, Total assets ($B): 2.293186819 · Participants: 6182Black & Veatch Retirement ProgramPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 1.891438135 · Participants: 1231Performance Contracting Group, Inc. ESOP/401(k) PlanGarmin International, Inc. Retirement Plan, Total assets ($B): 1.415069651 · Participants: 6273Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.065726181 · Participants: 7558Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan side-by-side with 3 peers →

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

Outside Kansas, the nearest 401(k) by assets is Apple 401(k) Savings Plan in NJ ($12M); by covered participants it is Media Iq Digital N.a. 401(k) Plan in NY (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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-Zimmerman, Inc. Profit Sharing 401(k) Plan assets move in 2022? ▼
Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan grew at a solid clip - up 10.2% during 2022, from $11M to $12M. Reported net income was $1M.
How have Mercer-Zimmerman, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mercer-Zimmerman, Inc.'s sponsor-wide assets grew 56.1%, from $12M to $19M.
Which 401(k) plans are similar in size to Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Apple 401(k) Savings Plan in NJ ($12M, 293 participants).
Which 401(k) plans cover a similar participant headcount to Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Media Iq Digital N.a. 401(k) Plan in NY (125 participants, $2M 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 480761465.

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.