Profit Sharing · DOL Form 5500 · 2023
Mercy, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $135K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $135,000
- Avg per participant Near avg balance/head
Official DOL plan name: Mercy Inc. Retirement Plan · Sponsored by Mercy, Inc. · Texas · Construction
$135K in assets, 1 participants
Mercy, Inc.'s Mercy Inc. Retirement Plan reported $135K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 8th 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.
- #683 in Construction (9,030 peers)
Mercy, Inc. multi-year trail
Mercy, Inc.'s plans moved -50.5% in assets from 2022 to 2024; this filing shows Mercy Inc. Retirement Plan at $135K / 1 participant.
- #683
- in Construction (9,030 peers)
- -43.2%
- assets change YoY
The plan reported a net loss of $103K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mercy Inc. Retirement Plan among the smaller filed plans by assets
Mercy Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$135,000 8th percentile higher than 8% 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
Mercy 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. Mercy Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mercy Inc. Retirement Plan reported net income fell from -$3K in the plan year 2022 filing to -$103K in the plan year 2023 filing.
- Mercy Inc. Retirement Plan end-of-year assets fell from $238K in the plan year 2022 filing to $135K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 364882983 · Mercy, Inc. PY 2023 · Profit Sharing
Mercy Inc. Retirement Plan · $135K · 1 · 8th
- EBSA $135K
- PART 1
- TYPE 8th
- NET Profit Sharing
- BOOK near Zhang & Zhong, Inc. Retirement Plan
- VS-ST ind #683
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 Construction retirement plans → · Plans in Texas →
Mercy Inc. Retirement Plan in the asset neighbourhood
Mercy, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Mercy, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $118K 50.45316076477716% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $238K |
| 2023 | 1 | 1 | $135K |
| 2024 | 1 | 1 | $118K |
Mercy, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $238K |
|---|---|
| Net Assets (End of Year) | $135K |
| Net Income | -$103K |
| Employer EIN | 364882983 |
| Plan Effective Date | 2017-11-20 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.8B · 71,461
- Baylor College of Medicine Retirement Plan $1.7B · 10,240
- H-E-B Partner Stock Plan $1.3B · 96,911
- The Defined Contribution Plan of the Methodist Hospital $923M · 29,678
- American Heart Association, Inc. Qualified Retirement Plan $457M · 3,455
Mercy Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Zhang & Zhong, Inc. Retirement Plan in MA ($135K); by covered participants it is Jdb Associates of the Triad, Inc. Retirement Plan in NC (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($135K here).
- Zhang & Zhong, Inc. Retirement Plan (MA) $135K · 3
- Nextgen Solutions Inc. Profit Sharing Plan (AZ) $135K · 3
- Maria D. Dueno Palmer Retirement Plan (PR) $135K · 1
- Shiny Floors, Inc. Retirement Plan (OR) $135K · 1
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.