ESOP · DOL Form 5500 · 2023

Mercer Capital Management, Inc. ESOP

Data updated 2026-08-11

$18M
Total assets
40
Participants
71st
Percentile by assets
$452,528
Avg per participant
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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.

  • 71st percentile by assets (of 127,072 plans)
  • #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.

$18M
total plan assets (2023 EOY)
40
covered participants
71st
percentile by assets (of 127,072 plans)
$452,528
avg assets per participant

Where Mercer Capital Management, Inc. Employee Stock Ownership Plan sits 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 $2,010,000,000 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

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 →

State
Tennessee
Industry
Management of Enterprises

Rank #580 in Management of Enterprises

Among 1,137 Management of Enterprises plans that filed a Form 5500 for plan year 2023, Mercer Capital Management, Inc. Employee Stock Ownership Plan ranks #580 by end-of-year assets - about 1964% of the sector average of $356M. Nationally it sits in the 71st percentile, a weaker position within its industry than across all filers.

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.)

$10M$15M$20M$25M 202220232024 $13M $20.4M ▲ +56.3%
Total plan assets by year, all Mercer Capital Management, Inc. plans on file
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 ($M) Participants Mercer Capital Manag…, Total assets ($M): 18.101125 · Participants: 40Mercer Capital Manag…Barr Brands Internat…, Total assets ($M): 426.710102 · Participants: 401Barr Brands Internat…Zander Group Holding…, Total assets ($M): 221.11771 · Participants: 190Zander Group Holding…National Health Corp…, Total assets ($M): 144.306423 · Participants: 1470National Health Corp…3ls, Inc. Employee S…, Total assets ($M): 133.506002 · Participants: 4243ls, Inc. Employee S…Smith Seckman Reid, …, Total assets ($M): 99.459001 · Participants: 483Smith Seckman Reid, …
Mercer Capital Management, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Mercer Capital Management, Inc. Employee… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Mercer Capital Management, Inc. Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Mercer Capital Management, Inc. Employee…

Filing takeaways

Ways to act on Mercer Capital Management, Inc. Employee Stock Ownership Plan's numbers.

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.