Profit Sharing · DOL Form 5500 · 2023

Mer Investment Group, Inc. Profit Sharing Plan

Data updated 2026-08-25

$250K
Total assets Small plan by assets
2
Participants Small participant base
12th
Percentile by assets National rank
$125,008
Avg per participant Near avg balance/head
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Official DOL plan name: Mer Investment Group, Inc. Retirement Plan · Sponsored by Mer Investment Group, Inc. · North Carolina · Food Services & Accommodation

$250K in assets, 2 participants

Mer Investment Group, Inc.'s Mer Investment Group, Inc. Retirement Plan reported $250K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,244 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Mer Investment Group, Inc. Retirement Plan ranks #1,244 of 3,828 2023 filers by assets (7826% of the sector average)-$250K for 2 participants.

#1,244
in Food Services & Accommodation (3,828 peers)
$250K
reported net income

Mer Investment Group, Inc. Retirement Plan among the smaller filed plans by assets

Mer Investment Group, Inc. Retirement Plan vs every filed plan by assets

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

$250,015 12th percentile higher than 12% 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

Mer Investment Group, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mer Investment Group, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 931938193 · Mer Investment Group, Inc. PY 2023 · Profit Sharing

Mer Investment Group, Inc. Retirement Plan · $250K · 2 · 12th

  • EIN $250K
  • RANK 2
  • PHOTO 12th
  • IND Profit Sharing
  • EOY near Solver, Inc. Profit Sharing Plan
  • 5500 ind #1244

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 Food Services & Accommodation retirement plans → · Plans in North Carolina →

Mer Investment Group, Inc. Retirement Plan in the asset neighbourhood

Mer Investment Group, Inc. Retirement PlanMer Investment Group, Inc. R…$250KSolver, Inc. Profit Sharing PlanSolver, Inc. Profit Sharing …$250KJordan Jet, Inc. Profit Sharing PlanJordan Jet, Inc. Profit Shar…$250KPramed Corp. Profit Sharing PlanPramed Corp. Profit Sharing …$250KBeck Solutions Co. Retirement PlanBeck Solutions Co. Retiremen…$250K
End-of-year total assets ($M) among Mer Investment Group, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$250K
Net Income$250K
Employer EIN931938193
Plan Effective Date2023-06-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Mer Investment Group, Inc.)

Sponsor-wide plan assets over time

All Mer Investment Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4K 98.48769073855568% vs 2023
2024 filing year
$0M$0.1M$0.2M$0.3M 20232024 $0.25M $0M ▼ -100.0%
Year Plans Participants Total Assets
2023 1 2 $250K
2024 1 2 $4K

Nearby Profit Sharing Plans in North Carolina

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Mer Investment Group, Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Mer Investment Group, Inc. Retirement Plan, Total assets ($B): 0.000250015 · Participants: 2Mer Investment Group, Inc. Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.233437356 · Participants: 36057Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.269819278 · Participants: 96058Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.108343803 · Participants: 5519Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.06687568 · Participants: 1361Baker & Taylor Retirement Savings PlanIntermec Fssp Spinoff Plan, Total assets ($B): 0.050896422 · Participants: 74Intermec Fssp Spinoff Plan
Mer Investment Group, Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Mer Investment Group, Inc. Retirement Plan side-by-side with 3 peers →

Mer Investment Group, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Solver, Inc. Profit Sharing Plan in OH ($250K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($250K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 have Mer Investment Group, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Mer Investment Group, Inc.'s sponsor-wide assets declined 98.5%, from $250K to $4K.
Where does Mer Investment Group, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Mer Investment Group, Inc. Retirement Plan ranks in the 12th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Mer Investment Group, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Solver, Inc. Profit Sharing Plan in OH ($250K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Mer Investment Group, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 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 931938193.

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.