401(k) · DOL Form 5500 · 2022

Mercer Investments, LLC 401(k) Plan

Data updated 2026-08-25

$84M
Total assets Below avg plan size
3,815
Participants Above avg headcount
92nd
Percentile by assets National rank
$21,905
Avg per participant Low balance/head
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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.

  • #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.

#8,032
in Finance & Insurance (9,261 peers)
$13M
reported net income
0.8×
vs typical plan assets (national mean)

Mercer Wise Pooled Employer Plan's outsized position 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

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 Wise Pooled Employer Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mercer Wise Pooled Employer Plan lands in the large band (3,815 participants).

Published 5500 schedule card

Filing strip 300282430 · Mercer Investments, LLC PY 2022 · 401(k)

Mercer Wise Pooled Employer Plan · $84M · 3,815 · 92nd

  • NET $84M
  • NET 3,815
  • NET 92nd
  • NET 401(k)
  • NET near Qtc Management, Inc. Retirement Savings Plan
  • NET ind #8032

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 Massachusetts →

Mercer Wise Pooled Employer Plan in the asset neighbourhood

Columbia Machine, Inc. Retirement Plan and TrustColumbia Machine, Inc. Retir…$84MThe Portland Clinic LLP Retirement PlanThe Portland Clinic LLP Reti…$84MQtc Management, Inc. Retirement Savings PlanQtc Management, Inc. Retirem…$84MMercer Wise Pooled Employer PlanMercer Wise Pooled Employer …$84MCj Logistics America 401(k) PlanCj Logistics America 401(k) …$84M
End-of-year total assets ($M) among Mercer Wise Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$84M
Net Income$13M
Employer EIN300282430
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mercer Investments, LLC)

Sponsor-wide plan assets over time

All Mercer Investments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$320M 282.7682814795206% vs 2022
2024 filing year
$0M$100M$200M$300M$400M 202220232024 $83.6M $320M ▲ +282.8%
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.

Mercer Wise Pooled Employer Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0200004000060000 -100102030 Total assets ($B) Participants Mercer Wise Pooled Employer Plan, Total assets ($B): 0.083568879 · Participants: 3815Mercer Wise Pooled Employer PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Mercer Wise Pooled Employer Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Mercer Wise Pooled Employer Plan side-by-side with 3 peers →

Mercer Wise Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Qtc Management, Inc. Retirement Savings Plan in CA ($84M); by covered participants it is Bojangles' Restaurants, Inc. 401(k) Plan in NC (3,817 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($84M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,815 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 have Mercer Investments, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mercer Investments, LLC's sponsor-wide assets grew 282.8%, from $84M to $320M.
Where does Mercer Wise Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Mercer Wise Pooled Employer Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Mercer Wise Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Qtc Management, Inc. Retirement Savings Plan in CA ($84M, 2,357 participants).
Which 401(k) plans cover a similar participant headcount to Mercer Wise Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bojangles' Restaurants, Inc. 401(k) Plan in NC (3,817 participants, $16M 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 300282430.

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.