401(k)
2022 plan-year 401(k) DOL Form 5500

Mercury Employees Retirement Investment Trust

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Mercury Systems, Inc. ยท Massachusetts ยท Professional & Technical Services

What the 2023 filing shows

Mercury Employees Retirement Investment Trust holds $370M for 2,028 participants - about $182,288 per participant, down 10.8% over the 2022 plan year.

$370M
total plan assets (2022 EOY)
2,028
covered participants
$182,288
avg assets per participant
-10.8%
assets change YoY

The plan reported a net loss of $51M for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$370M
Participants
2,028
Industry
Professional & Technical Services

What the Filing Says About Mercury Employees Retirement Investment Trust

Mercury Employees Retirement Investment Trust is a 401(k) retirement plan sponsored by Mercury Systems, Inc., headquartered in Massachusetts. As of the 2022 Form 5500 filing, the plan reports $370M in total end-of-year assets and covers 2,028 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 042741391, and the plan has been effective since 1987-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $415M at the beginning of 2022 to $370M at year-end โ€” a decline of 10.8%. Net assets (after liabilities) closed the year at $370M, with reported net income of $-51,353,490 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$415M
Total Assets (End of Year)$370M
Net Assets (End of Year)$370M
Net Income$-51,353,490
Plan Type401(k)
Employer EIN042741391
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mercury Systems, Inc.)

Year Plans Participants Total Assets
2022 1 2,028 $370M
2023 1 2,337 $440M
2024 1 2,388 $476M

Nearby 401(k) Plans in Massachusetts

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

Frequently Asked Questions

How much money is in the Mercury Employees Retirement Investment Trust?
As of the 2022 Form 5500 filing, Mercury Employees Retirement Investment Trust holds $370M in total assets with 2,028 participants. It is sponsored by Mercury Systems, Inc..
What type of plan is Mercury Employees Retirement Investment Trust?
Mercury Employees Retirement Investment Trust is a 401(k) plan. It has been effective since 1987-07-01. The plan is filed with the U.S. Department of Labor under EIN 042741391.
Who sponsors the Mercury Employees Retirement Investment Trust?
Mercury Employees Retirement Investment Trust is sponsored by Mercury Systems, Inc., located in Massachusetts. The sponsor's EIN is 042741391 and the plan operates in the Professional & Technical Services industry.
How did Mercury Employees Retirement Investment Trust perform in 2022?
Mercury Employees Retirement Investment Trust declined by 10.8% during 2022, moving from $415M to $370M in total assets. Net income was $-51,353,490.
Where can I find official filings for Mercury Employees Retirement Investment Trust?
Official Form 5500 filings for Mercury Employees Retirement Investment Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042741391 or plan name at efast.dol.gov.
How does Mercury Employees Retirement Investment Trust compare to other plans?
You can compare Mercury Employees Retirement Investment Trust against other 401(k) plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 042741391.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.