401(k) · DOL Form 5500 · 2022

Ergon, Inc. 401(k) Plan

Data updated 2026-08-11

$560M
Total assets: 3,038
Participants: 98th
Percentile by assets: $184,372
Avg per participant

Official DOL plan name: Ergon 401(k) Plan · Sponsored by Ergon, Inc. · Mississippi · Wholesale Trade

$560M in assets, 3,038 participants

Ergon, Inc.'s Ergon 401(k) Plan reported $560M in total assets and 3,038 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

98th percentile by assets (of 139,126 plans)
#6,763 in Wholesale Trade (6,843 peers)

Coverage in Mississippi

Ergon 401(k) Plan covers 3,038 participants in Mississippi, 8.3x the typical Mississippi plan (state average ~366 per filing). Assets: $560M.

$560M
total plan assets (2022 EOY): 3,038
covered participants: 98th
percentile by assets (of 139,126 plans): $184,372
avg assets per participant

State

Mississippi

Industry

Wholesale Trade

Participants vs Mississippi filers

In Mississippi, the average filing covers about 366 participants across 521 plans. Ergon 401(k) Plan reports 3,038 participants - 8.3x that state average ($560M EOY assets).

Mississippi filing particulars

Total Assets (Beginning of Year)	$474M
Net Assets (End of Year)	$560M
Net Income	$64M
Employer EIN	640503423
Plan Effective Date	2009-06-19
Filing Status	FILING RECEIVED

Sponsor Plan History (Ergon, Inc.)

Total plan assets by year, all Ergon, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	3,038	$560M
2023	1	3,214	$651M
2024	1	3,508	$771M

Nearby 401(k) Plans in Mississippi

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

Ergon 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants

Cadence 401(k) Profit-Sharing Plan $717M · 6,553
Hancock Whitney Corporation 401(k) Savings Plan $468M · 3,323
Southern Farm Bureau and Adopting Companies 401(k) Plan $433M · 2,626
Trustmark 401(k) Plan $345M · 2,730
Hattiesburg Clinic P. a. Savings Plan $306M · 2,199

Compare Ergon 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Ergon 401(k) Plan by total assets, not by location.

Lutron Retirement Plan (PA) $560M · 1,993
Aramark Uniform & Career Apparel Retirement Savings Plan (CA) $560M · 13,733
Dick's Sporting Goods, Inc. Smart Savings 401(k) Plan (PA) $559M · 31,670
Amphenol Corporation Employee Savings/401(k) Plan (CT) $561M · 4,584

Frequently Asked Questions

How did Ergon 401(k) Plan assets move in 2022? ▼

Ergon 401(k) Plan grew sharply - up 18.1% during 2022, from $474M to $560M. Reported net income was $64M.

How have Ergon, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Ergon, Inc.'s sponsor-wide assets grew 37.6%, from $560M to $771M.

Where does Ergon 401(k) Plan rank by assets among Form 5500 filers? ▼

Ergon 401(k) Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Ergon 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Lutron Retirement Plan in PA ($560M, 1,993 participants).

Next read for Ergon 401(k) Plan

Filing takeaways

Ways to act on Ergon 401(k) Plan's numbers.

By total assets, Ergon 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Mississippi. Compare plans
Ergon, Inc.'s sponsor-wide assets have grown 37.6% since 2022 across 3 plan years on file. More Wholesale Trade plans

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 640503423.