401(k) · DOL Form 5500 · 2022

Mercer Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$87M
Total assets Below avg plan size
653
Participants Below avg headcount
92nd
Percentile by assets National rank
$133,968
Avg per participant Near avg balance/head
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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.

  • #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.

#8,068
in Finance & Insurance (9,261 peers)
+7.8%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Mercer Advisors Inc. 401(k) Plan's outsized position by total assets

Mercer Advisors Inc. 401(k) Plan vs every filed plan by assets

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

$87,480,880 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 Advisors Inc. 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 Advisors Inc. 401(k) Plan sits mid-pack in the medium band (653 participants).

DOL schedule card

Filing strip 262459836 · Mercer Advisors, Inc. PY 2022 · 401(k)

Mercer Advisors Inc. 401(k) Plan · $87M · 653 · 92nd

  • EOY $87M
  • EOY 653
  • EOY 92nd
  • EOY 401(k)
  • EOY near Zeeco, Inc. 401(k) Plan
  • EOY ind #8068

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 Colorado →

Mercer Advisors Inc. 401(k) Plan in the asset neighbourhood

Independence Bancshares, Inc. Employee Stock Ownership Plan (with 401(k) Provisions)Independence Bancshares, Inc…$88MPatelco Credit Union Employees 401(k) PlanPatelco Credit Union Employe…$88MMercer Advisors Inc. 401(k) PlanMercer Advisors Inc. 401(k) …$87MZeeco, Inc. 401(k) Plan$87MRehabilitation Institute of Chicago D/B/a Shirley Ryan Abilitylab 401(k) Retirement Savings PlanRehabilitation Institute of …$87M
End-of-year total assets ($M) among Mercer Advisors Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$87M
Net Income$6M
Employer EIN262459836
Plan Effective Date1989-07-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Mercer Advisors, Inc.)

Sponsor-wide plan assets over time

All Mercer Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$145M 66.08971468965561% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $87.5M $145M ▲ +66.1%
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 Scatter plot of 6 data points. -200000200004000060000 -10123 Total assets ($B) Participants Mercer Advisors Inc. 401(k) Plan, Total assets ($B): 0.08748088 · Participants: 653Mercer Advisors Inc. 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Mercer Advisors Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Mercer Advisors Inc. 401(k) Plan side-by-side with 3 peers →

Mercer Advisors Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Zeeco, Inc. 401(k) Plan in OK ($87M); by covered participants it is Atrion Corporation 401(k) Savings Plan in TX (653 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (653 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 Advisors Inc. 401(k) Plan assets move in 2022? ▼
Mercer Advisors Inc. 401(k) Plan grew at a solid clip - up 7.8% during 2022, from $81M to $87M. Reported net income was $6M.
How have Mercer Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mercer Advisors, Inc.'s sponsor-wide assets grew 66.1%, from $87M to $145M.
Where does Mercer Advisors Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Mercer Advisors Inc. 401(k) 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 Advisors Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zeeco, Inc. 401(k) Plan in OK ($87M, 601 participants).
Which 401(k) plans cover a similar participant headcount to Mercer Advisors Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atrion Corporation 401(k) Savings Plan in TX (653 participants, $53M 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 262459836.

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.