401(k) · DOL Form 5500 · 2022
Mercer Advisors, Inc. 401(k) Plan
Data updated 2026-08-11
- $87M
- Total assets
- 653
- Participants
- 92nd
- Percentile by assets
- $133,968
- Avg per participant
Official DOL plan name: Mercer Advisors Inc. 401(k) Plan · Sponsored by Mercer Advisors, Inc. · Colorado · Finance & Insurance
$87M in assets, 653 participants
Mercer Advisors, Inc.'s Mercer Advisors Inc. 401(k) Plan reported $87M in total assets and 653 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)
- #8,068 in Finance & Insurance (9,261 peers)
Where Mercer Advisors Inc. 401(k) Plan sits by assets
Mercer Advisors Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $87M for 653 participants (~$133,968/participant), up 7.8% in 2022.
- $87M
- total plan assets (2022 EOY)
- 653
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $133,968
- avg assets per participant
Mercer Advisors Inc. 401(k) Plan vs the 2022 asset distribution
By assets, Mercer Advisors Inc. 401(k) Plan outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $81M |
|---|---|
| Net Assets (End of Year) | $87M |
| Net Income | $6M |
| Employer EIN | 262459836 |
| Plan Effective Date | 1989-07-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mercer Advisors, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 653 | $87M |
| 2023 | 1 | 877 | $115M |
| 2024 | 1 | 1,033 | $145M |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Mercer Advisors Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
- Davita Retirement Savings Plan $2.8B · 57,172
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.5B · 10,671
- Scl Health 401(k) Retirement Savings Plan $1.5B · 12,642
- Woodward Retirement Savings Plan $1.5B · 5,046
- Empower Retirement, LLC 401(k) Savings Plan $1.5B · 7,741
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Mercer Advisors Inc. 401(k) Plan by total assets, not by location.
- Zeeco, Inc. 401(k) Plan (OK) $87M · 601
- Patelco Credit Union Employees 401(k) Plan (CA) $88M · 764
- Rehabilitation Institute of Chicago D/B/a Shirley Ryan Abilitylab 401(k) Retirement Savings Plan (IL) $87M · 1,884
- Independence Bancshares, Inc. Employee Stock Ownership Plan (with 401(k) Provisions) (KY) $88M · 431
Frequently Asked Questions
How did Mercer Advisors Inc. 401(k) Plan assets move in 2022? ▼
How have Mercer Advisors, Inc. plan assets changed over time? ▼
Where does Mercer Advisors Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Mercer Advisors Inc. 401(k) Plan? ▼
Next read for Mercer Advisors Inc. 401(k) Plan
Scale reading
Ways to act on Mercer Advisors Inc. 401(k) Plan's numbers.
- By total assets, Mercer Advisors Inc. 401(k) 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 Colorado. Compare plans
- Mercer Advisors, Inc.'s sponsor-wide assets have grown 66.1% since 2022 across 3 plan years on file. More Finance & Insurance plans