401(k) · DOL Form 5500 · 2022
Mercer Investments, LLC 401(k) Plan
Data updated 2026-08-11
- $84M
- Total assets
- 3,815
- Participants
- 92nd
- Percentile by assets
- $21,905
- Avg per participant
Official DOL plan name: Mercer Wise Pooled Employer Plan · Sponsored by Mercer Investments, LLC · Massachusetts · Finance & Insurance
$84M in assets, 3,815 participants
Mercer Investments, LLC's Mercer Wise Pooled Employer Plan reported $84M in total assets and 3,815 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 139,126 plans)
- #8,032 in Finance & Insurance (9,261 peers)
Coverage in Massachusetts
Mercer Wise Pooled Employer Plan covers 3,815 participants in Massachusetts, 5.8x the typical Massachusetts plan (state average ~659 per filing). Assets: $84M.
- $84M
- total plan assets (2022 EOY)
- 3,815
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $21,905
- avg assets per participant
Where Mercer Wise Pooled Employer Plan sits by total assets
Mercer Wise Pooled Employer Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$83,568,879 Top 8% higher than 92% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Mercer Wise Pooled Employer Plan reports 3,815 participants - 5.8x that state average ($84M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $84M |
| Net Income | $13M |
| Employer EIN | 300282430 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mercer Investments, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,815 | $84M |
| 2023 | 1 | 7,748 | $198M |
| 2024 | 1 | 11,206 | $320M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Mercer Wise Pooled Employer Plan by total assets, not by location.
- Qtc Management, Inc. Retirement Savings Plan (CA) $84M · 2,357
- The Portland Clinic LLP Retirement Plan (OR) $84M · 534
- Columbia Machine, Inc. Retirement Plan and Trust (WA) $84M · 470
- Cj Logistics America 401(k) Plan (IL) $84M · 3,679
Frequently Asked Questions
How have Mercer Investments, LLC plan assets changed over time? ▼
Where does Mercer Wise Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Mercer Wise Pooled Employer Plan? ▼
Next read for Mercer Wise Pooled Employer Plan
Filing takeaways
Ways to act on Mercer Wise Pooled Employer Plan's numbers.
- By total assets, Mercer Wise Pooled Employer Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Mercer Investments, LLC's sponsor-wide assets have grown 282.8% since 2022 across 3 plan years on file. More Finance & Insurance plans