401(k) · DOL Form 5500 · 2023

Lmt Mercer Group, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
339
Participants Below avg headcount
66th
Percentile by assets National rank
$42,773
Avg per participant Low balance/head
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Official DOL plan name: Lmt Mercer Group, Inc. 401(k) Plan · Sponsored by Lmt Mercer Group, Inc. · New Jersey · Manufacturing

$15M in assets, 339 participants

Lmt Mercer Group, Inc.'s Lmt Mercer Group, Inc. 401(k) Plan reported $15M in total assets and 339 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #10,261 in Manufacturing (18,722 peers)

Coverage in New Jersey

Lmt Mercer Group, Inc. 401(k) Plan covers 339 participants in New Jersey, about 40% of the average New Jersey filer (state average ~844 per filing). Assets: $15M.

#10,261
in Manufacturing (18,722 peers)
+8.9%
assets growth YoY

Lmt Mercer Group, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Lmt Mercer Group, Inc. 401(k) Plan vs every filed plan by assets

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

$14,500,095 Top 34% higher than 66% 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

Lmt Mercer Group, Inc. 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. Lmt Mercer Group, Inc. 401(k) Plan sits mid-pack in the medium band (339 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lmt Mercer Group, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Lmt Mercer Group, Inc. 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 223276444 · Lmt Mercer Group, Inc. PY 2023 · 401(k)

Lmt Mercer Group, Inc. 401(k) Plan · $15M · 339 · 66th

  • PCT $15M
  • PCT 339
  • PCT 66th
  • PCT 401(k)
  • PCT near Bermo, Inc. Profit Sharing Plan and Trust
  • PCT ind #10261

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 Manufacturing retirement plans → · Plans in New Jersey →

Lmt Mercer Group, Inc. 401(k) Plan in the asset neighbourhood

Lmt Mercer Group, Inc. 401(k) PlanLmt Mercer Group, Inc. 401(k…$15MBermo, Inc. Profit Sharing Plan and TrustBermo, Inc. Profit Sharing P…$14MCanton School Employees Federal Credit Union 401(k) PlanCanton School Employees Fede…$15MCalifornia First Leasing Corporation 401(k) PlanCalifornia First Leasing Cor…$14MCarrollwood Day School 401(k) Profit Sharing PlanCarrollwood Day School 401(k…$15M
End-of-year total assets ($M) among Lmt Mercer Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$1M
Employer EIN223276444
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lmt Mercer Group, Inc.)

Sponsor-wide plan assets over time

All Lmt Mercer Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 24.37519829013813% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $13.3M $16.6M ▲ +24.4%
Year Plans Participants Total Assets
2022 1 341 $13M
2023 1 339 $15M
2024 1 307 $17M

Nearby 401(k) Plans in New Jersey

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

Lmt Mercer Group, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Lmt Mercer Group, Inc. 401(k) Plan, Total assets ($B): 0.014500095 · Participants: 339Lmt Mercer Group, Inc. 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Lmt Mercer Group, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Lmt Mercer Group, Inc. 401(k) Plan side-by-side with 3 peers →

Lmt Mercer Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Bermo, Inc. Profit Sharing Plan and Trust in MN ($14M); by covered participants it is Simply Storage Management , LLC 401(k) Plan in FL (339 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (339 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 Lmt Mercer Group, Inc. 401(k) Plan assets move in 2023? ▼
Lmt Mercer Group, Inc. 401(k) Plan grew at a solid clip - up 8.9% during 2023, from $13M to $15M. Reported net income was $1M.
How have Lmt Mercer Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lmt Mercer Group, Inc.'s sponsor-wide assets grew 24.4%, from $13M to $17M.
Which 401(k) plans are similar in size to Lmt Mercer Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bermo, Inc. Profit Sharing Plan and Trust in MN ($14M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Lmt Mercer Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Simply Storage Management , LLC 401(k) Plan in FL (339 participants, N/A 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 223276444.

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.