401(k) · DOL Form 5500 · 2023

Head Mercantile Company, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
31
Participants Small participant base
29th
Percentile by assets National rank
$55,590
Avg per participant Low balance/head
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Official DOL plan name: Head Mercantile Company, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Head Mercantile Company, Inc. · Ohio · Administrative & Support Services

$2M in assets, 31 participants

Head Mercantile Company, Inc.'s Head Mercantile Company, Inc. 401(k) Profit Sharing Plan and Trust reported $2M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,302 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Head Mercantile Company, Inc. 401(k) Profit Sharing Plan and Trust ranks #2,302 of 4,372 2023 filers by assets (1674% of the sector average)-$2M for 31 participants.

#2,302
in Administrative & Support Services (4,372 peers)
-24.5%
assets change YoY

The plan reported a net loss of $560K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Head Mercantile Company, Inc. 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Head Mercantile Company, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$1,723,282 29th percentile higher than 29% 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

Head Mercantile Company, Inc. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Head Mercantile Company, Inc. 401(k) Profit Sharing Plan and Trust is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Head Mercantile Company, Inc. 401(k) Profit Sharing Plan and Trust reported net income fell from -$292K in the plan year 2022 filing to -$560K in the plan year 2023 filing.
  • Head Mercantile Company, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 341166525 · Head Mercantile Company, Inc. PY 2023 · 401(k)

Head Mercantile Company, Inc. 401(k) Profit Sharing Plan and Trust · $2M · 31 · 29th

  • SCH $2M
  • EBSA 31
  • PART 29th
  • TYPE 401(k)
  • NET near Safe Home Security Inc. 401(k) Plan
  • BOOK ind #2302

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 Administrative & Support Services retirement plans → · Plans in Ohio →

Head Mercantile Company, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Head Mercantile Company, Inc. 401(k) Profit Sharing Plan and TrustHead Mercantile Company, Inc…$2MSafe Home Security Inc. 401(k) PlanSafe Home Security Inc. 401(…$2MRoyal Coach Lines Inc 401(k) Profit Sharing Plan & TrustRoyal Coach Lines Inc 401(k)…$2MLazy a Ranch, Inc. 401(k) PlanLazy a Ranch, Inc. 401(k) Pl…$2MBurns Pest Elimination, Inc. 401(k) PlanBurns Pest Elimination, Inc.…$2M
End-of-year total assets ($M) among Head Mercantile Company, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$560K
Employer EIN341166525
Plan Effective Date1996-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Head Mercantile Company, Inc.)

Sponsor-wide plan assets over time

All Head Mercantile Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 24.519652558137295% vs 2022
2023 filing year
$1.6M$1.8M$2M$2.2M$2.4M 20222023 $2.28M $1.72M ▼ -24.6%
Year Plans Participants Total Assets
2022 1 31 $2M
2023 1 31 $2M

Nearby 401(k) Plans in Ohio

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

Head Mercantile Company, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Head Mercantile Company, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.001723282 · Participants: 31Head Mercantile Company, Inc. 401(k) Profit Sharing Plan and TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Head Mercantile Company, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Head Mercantile Company, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Head Mercantile Company, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Safe Home Security Inc. 401(k) Plan in CT ($2M); by covered participants it is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Head Mercantile Company, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Head Mercantile Company, Inc. 401(k) Profit Sharing Plan and Trust declined sharply - down 24.5% during 2023, from $2M to $2M. Reported net income was -$560K.
How have Head Mercantile Company, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Head Mercantile Company, Inc.'s sponsor-wide assets declined 24.5%, from $2M to $2M.
Which 401(k) plans are similar in size to Head Mercantile Company, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Safe Home Security Inc. 401(k) Plan in CT ($2M, 192 participants).
Which 401(k) plans cover a similar participant headcount to Head Mercantile Company, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants, $8M 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 341166525.

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.