401(k) · DOL Form 5500 · 2023

Mercantile Partners, L. P. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
11
Participants Small participant base
52nd
Percentile by assets National rank
$682,165
Avg per participant High balance/head
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Official DOL plan name: Mercantile Partners, L. P. 401(k) Plan · Sponsored by Mercantile Partners, L. P. · Texas · Real Estate

$8M in assets, 11 participants

Mercantile Partners, L. P.'s Mercantile Partners, L. P. 401(k) Plan reported $8M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,350 in Real Estate (4,727 peers)

Mercantile Partners, L. P. multi-year trail

Mercantile Partners, L. P.'s plans moved +36.4% in assets from 2022 to 2024; this filing shows Mercantile Partners, L. P. 401(k) Plan at $8M / 11 participants.

#3,350
in Real Estate (4,727 peers)
+17.8%
assets growth YoY

Mercantile Partners, L. P. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Mercantile Partners, L. P. 401(k) Plan vs every filed plan by assets

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

$7,503,820 Top 48% higher than 52% 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

Mercantile Partners, L. P. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mercantile Partners, L. P. 401(k) Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mercantile Partners, L. P. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Mercantile Partners, L. P. 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 752537790 · Mercantile Partners, L. P. PY 2023 · 401(k)

Mercantile Partners, L. P. 401(k) Plan · $8M · 11 · 52nd

  • PART $8M
  • PART 11
  • PART 52nd
  • PART 401(k)
  • PART near The Commercial Custom Seating and Upholstery, Inc. Retirement Savings Plan
  • PART ind #3350

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 Real Estate retirement plans → · Plans in Texas →

Mercantile Partners, L. P. 401(k) Plan in the asset neighbourhood

Mercantile Partners, L. P. 401(k) PlanMercantile Partners, L. P. 4…$8MThe Commercial Custom Seating and Upholstery, Inc. Retirement Savings PlanThe Commercial Custom Seatin…$8MThe Edenwald 401(k) Retirement PlanThe Edenwald 401(k) Retireme…$8MFaxon Machining, Inc. 401(k) Retirement PlanFaxon Machining, Inc. 401(k)…$8MDr Delaney Plunkett Ralstrom Makowski Thanasas & Assoc. PC Profit Sharing PlanDr Delaney Plunkett Ralstrom…$8M
End-of-year total assets ($M) among Mercantile Partners, L. P. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mercantile Partners, L. P. multi-year asset trail

Sponsor-wide plan assets over time

All Mercantile Partners, L. P. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 36.44440956376037% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.37M $8.69M ▲ +36.4%
Year Plans Participants Total Assets
2022 1 11 $6M
2023 1 11 $8M
2024 1 11 $9M

Mercantile Partners, L. P. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN752537790
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Mercantile Partners, L. P. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Mercantile Partners, L. P. 401(k) Plan, Total assets ($B): 0.00750382 · Participants: 11Mercantile Partners, L. P. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Mercantile Partners, L. P. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Mercantile Partners, L. P. 401(k) Plan side-by-side with 3 peers →

Mercantile Partners, L. P. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Commercial Custom Seating and Upholstery, Inc. Retirement Savings Plan in CA ($8M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Mercantile Partners, L. P. 401(k) Plan assets move in 2023? ▼
Mercantile Partners, L. P. 401(k) Plan grew sharply - up 17.8% during 2023, from $6M to $8M. Reported net income was $1M.
How have Mercantile Partners, L. P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mercantile Partners, L. P.'s sponsor-wide assets grew 36.4%, from $6M to $9M.
Which 401(k) plans are similar in size to Mercantile Partners, L. P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Commercial Custom Seating and Upholstery, Inc. Retirement Savings Plan in CA ($8M, 101 participants).
Which 401(k) plans cover a similar participant headcount to Mercantile Partners, L. P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K 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 752537790.

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.