401(k) · DOL Form 5500 · 2023

Mercury Financial LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
221
Participants Below avg headcount
72nd
Percentile by assets National rank
$88,532
Avg per participant Below avg balance/head
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Official DOL plan name: Mercury Financial LLC 401(k) Plan · Sponsored by Mercury Financial LLC · Texas · Finance & Insurance

$20M in assets, 221 participants

Mercury Financial LLC's Mercury Financial LLC 401(k) Plan reported $20M in total assets and 221 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #5,197 in Finance & Insurance (8,869 peers)

Coverage in Texas

Mercury Financial LLC 401(k) Plan covers 221 participants in Texas, about 32% of the average Texas filer (state average ~688 per filing). Assets: $20M.

#5,197
in Finance & Insurance (8,869 peers)
+60.7%
assets growth YoY

Mercury Financial LLC 401(k) Plan's outsized position by total assets

Mercury Financial LLC 401(k) Plan vs every filed plan by assets

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

$19,565,649 Top 28% higher than 72% 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

Mercury Financial LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mercury Financial LLC 401(k) Plan sits mid-pack in the medium band (221 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mercury Financial LLC 401(k) Plan reported net income rose from $244K in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Mercury Financial LLC 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Mercury Financial LLC 401(k) Plan reported participants rose from 168 in the plan year 2022 filing to 221 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 823007272 · Mercury Financial LLC PY 2023 · 401(k)

Mercury Financial LLC 401(k) Plan · $20M · 221 · 72nd

  • SCH $20M
  • SCH 221
  • SCH 72nd
  • SCH 401(k)
  • SCH near Mid-Continent Instrument Co, Inc. Profit Sharing/401(k) P&t
  • SCH ind #5197

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 Finance & Insurance retirement plans → · Plans in Texas →

Mercury Financial LLC 401(k) Plan in the asset neighbourhood

Mercury Financial LLC 401(k) PlanMercury Financial LLC 401(k)…$20MMid-Continent Instrument Co, Inc. Profit Sharing/401(k) P&tMid-Continent Instrument Co,…$20MGrayco Inc. 401(k) Profit Sharing PlanGrayco Inc. 401(k) Profit Sh…$20MT.I.C., Inc. Profit Sharing PlanT.I.C., Inc. Profit Sharing …$20MMineral, Inc. 401(k) Plan$20M
End-of-year total assets ($M) among Mercury Financial LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$20M
Net Income$7M
Employer EIN823007272
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mercury Financial LLC)

Sponsor-wide plan assets over time

All Mercury Financial LLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 103.83223469348124% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $12.2M $24.8M ▲ +103.8%
Year Plans Participants Total Assets
2022 1 168 $12M
2023 1 221 $20M
2024 1 241 $25M

Nearby 401(k) Plans in Texas

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

Mercury Financial LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Mercury Financial LLC 401(k) Plan, Total assets ($B): 0.019565649 · Participants: 221Mercury Financial LLC 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
Mercury Financial LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Mercury Financial LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Mid-Continent Instrument Co, Inc. Profit Sharing/401(k) P&t in KS ($20M); by covered participants it is Skin Cancer and Cosmetic Dermatology 401(k) Plan a in GA (221 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (221 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 Mercury Financial LLC 401(k) Plan assets move in 2023? ▼
Mercury Financial LLC 401(k) Plan surged - up 60.7% during 2023, from $12M to $20M. Reported net income was $7M.
How have Mercury Financial LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mercury Financial LLC's sponsor-wide assets grew 103.8%, from $12M to $25M.
Which 401(k) plans are similar in size to Mercury Financial LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mid-Continent Instrument Co, Inc. Profit Sharing/401(k) P&t in KS ($20M, 198 participants).
Which 401(k) plans cover a similar participant headcount to Mercury Financial LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Skin Cancer and Cosmetic Dermatology 401(k) Plan a in GA (221 participants, $3M 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 823007272.

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.