401(k) · DOL Form 5500 · 2023
Mercury General Corporation 401(k) Plan
Data updated 2026-08-25
- $815M
- Total assets Above avg plan size
- 4,178
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $195,051
- Avg per participant Above avg balance/head
Official DOL plan name: Mercury General Corporation Profit Sharing Plan · Sponsored by Mercury General Corporation · California · Finance & Insurance
$815M in assets, 4,178 participants
Mercury General Corporation's Mercury General Corporation Profit Sharing Plan reported $815M in total assets and 4,178 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #8,597 in Finance & Insurance (8,869 peers)
Coverage in California
Mercury General Corporation Profit Sharing Plan covers 4,178 participants in California, 6.6x the typical California plan (state average ~630 per filing). Assets: $815M.
- #8,597
- in Finance & Insurance (8,869 peers)
- +20.2%
- assets growth YoY
- 8.2×
- vs typical plan assets (national mean)
Mercury General Corporation Profit Sharing Plan's outsized position by total assets
Mercury General Corporation Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$814,923,656 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Mercury General Corporation Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mercury General Corporation Profit Sharing Plan lands in the large band (4,178 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mercury General Corporation Profit Sharing Plan reported net income rose from -$172M in the plan year 2022 filing to $137M in the plan year 2023 filing.
- Mercury General Corporation Profit Sharing Plan end-of-year assets rose from $678M in the plan year 2022 filing to $815M in the plan year 2023 filing.
- Mercury General Corporation Profit Sharing Plan reported participants fell from 4,252 in the plan year 2022 filing to 4,178 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 952211612 · Mercury General Corporation PY 2023 · 401(k)
Mercury General Corporation Profit Sharing Plan · $815M · 4,178 · 98th
- PCT $815M
- EIN 4,178
- RANK 98th
- PHOTO 401(k)
- IND near Ptc 401(k) Savings Plan
- EOY ind #8597
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 California →
Mercury General Corporation Profit Sharing Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $678M |
|---|---|
| Net Assets (End of Year) | $815M |
| Net Income | $137M |
| Employer EIN | 952211612 |
| Plan Effective Date | 1963-09-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mercury General Corporation)
Sponsor-wide plan assets over time
All Mercury General Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $941M 38.800301678089575% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,252 | $678M |
| 2023 | 1 | 4,178 | $815M |
| 2024 | 1 | 4,131 | $941M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Mercury General Corporation Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Ptc 401(k) Savings Plan in MA ($816M); by covered participants it is Watermark Retirement Communities, LLC 401(k) Plan in AZ (4,177 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($815M here).
- Ptc 401(k) Savings Plan (MA) $816M · 2,306
- Squire Patton Boggs Retirement Savings Plan (OH) $814M · 1,136
- Seyfarth Shaw LLP 401(k) Savings and Retirement Plan (IL) $816M · 1,976
- Michael Baker International 401(k) Plan (PA) $813M · 3,459
Similar participant headcount
Nearest other-state filings by covered participants (4,178 participants); asset peers above are excluded.
- Watermark Retirement Communities, LLC 401(k) Plan (AZ) 4,177 · 1 off
- Extra Space Management, Inc. 401(k) Plan (UT) 4,176 · 2 off
- Prosegur Sis USA, Inc. 401(k) Plan (VA) 4,180 · 2 off
- Fleetcor Technologies, Inc. 401(k) Savings Plan (LA) 4,174 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.