401(k) · DOL Form 5500 · 2023

Mercer Valve Co., Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
263
Participants Below avg headcount
41st
Percentile by assets National rank
$15,542
Avg per participant Low balance/head
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Official DOL plan name: Mercer Valve Co., Inc. 401(k) Plan · Sponsored by Mercer Valve Co., Inc. · Oklahoma · Manufacturing

$4M in assets, 263 participants

Mercer Valve Co., Inc.'s Mercer Valve Co., Inc. 401(k) Plan reported $4M in total assets and 263 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,453 in Manufacturing (18,722 peers)

Coverage in Oklahoma

Mercer Valve Co., Inc. 401(k) Plan covers 263 participants in Oklahoma, about 35% of the average Oklahoma filer (state average ~760 per filing). Assets: $4M.

#4,453
in Manufacturing (18,722 peers)
+26.7%
assets growth YoY

Mercer Valve Co., Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Mercer Valve Co., Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,087,437 41st percentile higher than 41% of 127,068 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 2023

Mercer Valve Co., Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mercer Valve Co., Inc. 401(k) Plan sits mid-pack in the medium band (263 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mercer Valve Co., Inc. 401(k) Plan reported net income rose from -$315K in the plan year 2022 filing to $861K in the plan year 2023 filing.
  • Mercer Valve Co., Inc. 401(k) Plan reported participants rose from 214 in the plan year 2022 filing to 263 in the plan year 2023 filing.
  • Mercer Valve Co., Inc. 401(k) Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 731226246 · Mercer Valve Co., Inc. PY 2023 · 401(k)

Mercer Valve Co., Inc. 401(k) Plan · $4M · 263 · 41st

  • EOY $4M
  • 5500 263
  • ASSETS 41st
  • PCT 401(k)
  • EIN near Independent Plastic, Inc. Retirement Savings Plan
  • RANK ind #4453

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 Manufacturing retirement plans → · Plans in Oklahoma →

Mercer Valve Co., Inc. 401(k) Plan in the asset neighbourhood

Mercer Valve Co., Inc. 401(k) PlanMercer Valve Co., Inc. 401(k…$4MIndependent Plastic, Inc. Retirement Savings PlanIndependent Plastic, Inc. Re…$4MRoad &rail Services LLC 401(k) PlanRoad &rail Services LLC 401(…$4MChicago Wicker and Trading 401(k) Profit Sharing Plan & TrustChicago Wicker and Trading 4…$4MCancer Center Oncology Medical 401(k) Profit Sharing Plan & TrustCancer Center Oncology Medic…$4M
End-of-year total assets ($M) among Mercer Valve Co., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$861K
Employer EIN731226246
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mercer Valve Co., Inc.)

Sponsor-wide plan assets over time

All Mercer Valve Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 23.20027335438664% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $4.41M $5.43M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 214 $4M
2023 2 478 $9M
2024 1 208 $5M

Nearby 401(k) Plans in Oklahoma

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

Mercer Valve Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Mercer Valve Co., Inc. 401(k) Plan, Total assets ($B): 0.004087437 · Participants: 263Mercer Valve Co., Inc. 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Mercer Valve Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Mercer Valve Co., Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Oklahoma, the nearest 401(k) by assets is Independent Plastic, Inc. Retirement Savings Plan in TX ($4M); by covered participants it is Community Housing Innovations, Inc. 401(k) Profit-Sharing Plan and Trust in NY (263 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (263 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mercer Valve Co., Inc. 401(k) Plan assets move in 2023? ▼
Mercer Valve Co., Inc. 401(k) Plan grew sharply - up 26.7% during 2023, from $3M to $4M. Reported net income was $861K.
How have Mercer Valve Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mercer Valve Co., Inc.'s sponsor-wide assets grew 23.2%, from $4M to $5M.
Which 401(k) plans are similar in size to Mercer Valve Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Independent Plastic, Inc. Retirement Savings Plan in TX ($4M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Mercer Valve Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Community Housing Innovations, Inc. 401(k) Profit-Sharing Plan and Trust in NY (263 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 731226246.

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.