401(k) · DOL Form 5500 · 2022

Ergon, Inc. 401(k) Plan

Data updated 2026-08-25

$560M
Total assets Above avg plan size
3,038
Participants Above avg headcount
98th
Percentile by assets National rank
$184,372
Avg per participant Above avg balance/head
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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.

  • #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.

#6,763
in Wholesale Trade (6,843 peers)
+18.1%
assets growth YoY
5.6×
vs typical plan assets (national mean)

Ergon 401(k) Plan's outsized position by total assets

Ergon 401(k) Plan vs every filed plan by assets

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

$560,121,040 Top 2% higher than 98% 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

Ergon 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ergon 401(k) Plan lands in the large band (3,038 participants).

Form 5500 schedule snapshot

Filing strip 640503423 · Ergon, Inc. PY 2022 · 401(k)

Ergon 401(k) Plan · $560M · 3,038 · 98th

  • PART $560M
  • TYPE 3,038
  • NET 98th
  • BOOK 401(k)
  • VS-ST near Lutron Retirement Plan
  • BOY ind #6763

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 Wholesale Trade retirement plans → · Plans in Mississippi →

Ergon 401(k) Plan in the asset neighbourhood

Amphenol Corporation Employee Savings/401(k) PlanAmphenol Corporation Employe…$561MLutron Retirement Plan$560MErgon 401(k) Plan$560MAramark Uniform & Career Apparel Retirement Savings PlanAramark Uniform & Career App…$560MDick's Sporting Goods, Inc. Smart Savings 401(k) PlanDick's Sporting Goods, Inc. …$559M
End-of-year total assets ($M) among Ergon 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Mississippi filing particulars

Total Assets (Beginning of Year)$474M
Net Assets (End of Year)$560M
Net Income$64M
Employer EIN640503423
Plan Effective Date2009-06-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Ergon, Inc.)

Sponsor-wide plan assets over time

All Ergon, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$771M 37.607669049532575% vs 2022
2024 filing year
$500M$600M$700M$800M 202220232024 $560M $771M ▲ +37.6%
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 Scatter plot of 6 data points. 1000200030004000500060007000 200300400500600700800 Total assets ($M) Participants Ergon 401(k) Plan, Total assets ($M): 560.12104 · Participants: 3038Ergon 401(k) PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 717.418669 · Participants: 6553Cadence 401(k) Profit-Sharing PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 467.614065 · Participants: 3323Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 432.693601 · Participants: 2626Southern Farm Bureau and Adopting Companies 401(k) PlanTrustmark 401(k) Plan, Total assets ($M): 344.903275 · Participants: 2730Trustmark 401(k) PlanHattiesburg Clinic P. a. Savings Plan, Total assets ($M): 305.696199 · Participants: 2199Hattiesburg Clinic P. a. Savings Plan
Ergon 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Ergon 401(k) Plan side-by-side with 3 peers →

Ergon 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Lutron Retirement Plan in PA ($560M); by covered participants it is Yakima Valley Memorial Hospital 401(k) Plan in WA (3,037 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($560M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,038 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 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).
Which 401(k) plans cover a similar participant headcount to Ergon 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Yakima Valley Memorial Hospital 401(k) Plan in WA (3,037 participants, $291M 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 640503423.

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.