ESOP · DOL Form 5500 · 2023

Mercer Capital Management, Inc. ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
40
Participants Small participant base
71st
Percentile by assets National rank
$452,528
Avg per participant High balance/head
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Official DOL plan name: Mercer Capital Management, Inc. Employee Stock Ownership Plan · Sponsored by Mercer Capital Management, Inc. · Tennessee · Management of Enterprises

$18M in assets, 40 participants

Mercer Capital Management, Inc.'s Mercer Capital Management, Inc. Employee Stock Ownership Plan reported $18M in total assets and 40 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #580 in Management of Enterprises (1,137 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Mercer Capital Management, Inc. Employee Stock Ownership Plan ranks #580 of 1,137 2023 filers by assets (1964% of the sector average)-$18M for 40 participants.

#580
in Management of Enterprises (1,137 peers)
+38.9%
assets growth YoY

Mercer Capital Management, Inc. Employee Stock Ownership Plan's outsized position by total assets

Mercer Capital Management, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$18,101,125 Top 29% higher than 71% 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 Capital Management, Inc. Employee Stock Ownership 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. Mercer Capital Management, Inc. Employee Stock Ownership Plan is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mercer Capital Management, Inc. Employee Stock Ownership Plan reported net income rose from $822K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Mercer Capital Management, Inc. Employee Stock Ownership Plan end-of-year assets rose from $13M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Mercer Capital Management, Inc. Employee Stock Ownership Plan reported participants rose from 39 in the plan year 2022 filing to 40 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 621154641 · Mercer Capital Management, Inc. PY 2023 · ESOP

Mercer Capital Management, Inc. Employee Stock Ownership Plan · $18M · 40 · 71st

  • BOY $18M
  • BOY 40
  • BOY 71st
  • BOY ESOP
  • BOY near Control Southern, Inc. Employee Stock Ownership Plan
  • BOY ind #580

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 What is an ESOP? → · Plans in Tennessee →

Mercer Capital Management, Inc. Employee Stock Ownership Plan in the asset neighbourhood

International Computer Appliances Corporation ESOP and TrustInternational Computer Appli…$18MMercer Capital Management, Inc. Employee Stock Ownership PlanMercer Capital Management, I…$18MControl Southern, Inc. Employee Stock Ownership PlanControl Southern, Inc. Emplo…$18MDavis & Associates, Inc. Employee Stock Ownership Plan and TrustDavis & Associates, Inc. Emp…$18MCommercial Custom Seating and Upholstery Inc., Employee Stock Ownership PlanCommercial Custom Seating an…$18M
End-of-year total assets ($M) among Mercer Capital Management, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$18M
Net Income$5M
Employer EIN621154641
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mercer Capital Management, Inc.)

Sponsor-wide plan assets over time

All Mercer Capital Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 56.29351756771087% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13M $20.4M ▲ +56.3%
Year Plans Participants Total Assets
2022 1 39 $13M
2023 1 40 $18M
2024 1 45 $20M

Nearby ESOP Plans in Tennessee

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

Mercer Capital Management, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400500 Total assets ($M) Participants Mercer Capital Management, Inc. Employee Stock Ownership Plan, Total assets ($M): 18.101125 · Participants: 40Mercer Capital Management, Inc. Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 426.710102 · Participants: 401Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 221.11771 · Participants: 190Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 144.306423 · Participants: 1470National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 133.506002 · Participants: 4243ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 99.459001 · Participants: 483Smith Seckman Reid, Inc. Employee Stock Ownership Plan
Mercer Capital Management, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Mercer Capital Management, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Mercer Capital Management, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Control Southern, Inc. Employee Stock Ownership Plan in GA ($18M); by covered participants it is Churchville Fire Equipment Corp. Employee Stock Ownership Plan in NY (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Capital Management, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Mercer Capital Management, Inc. Employee Stock Ownership Plan surged - up 38.9% during 2023, from $13M to $18M. Reported net income was $5M.
How have Mercer Capital Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mercer Capital Management, Inc.'s sponsor-wide assets grew 56.3%, from $13M to $20M.
Which ESOP plans are similar in size to Mercer Capital Management, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Control Southern, Inc. Employee Stock Ownership Plan in GA ($18M, 210 participants).
Which ESOP plans cover a similar participant headcount to Mercer Capital Management, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Churchville Fire Equipment Corp. Employee Stock Ownership Plan in NY (40 participants, $2M 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 621154641.

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.