401(k) · DOL Form 5500 · 2023

Mercalis Inc 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
1,079
Participants Near avg headcount
86th
Percentile by assets National rank
$50,742
Avg per participant Low balance/head
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Official DOL plan name: Mercalis Inc. 401(k) Profit Plan and Trust · Sponsored by Mercalis Inc · North Carolina · Management of Enterprises

$55M in assets, 1,079 participants

Mercalis Inc's Mercalis Inc. 401(k) Profit Plan and Trust reported $55M in total assets and 1,079 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #785 in Management of Enterprises (1,137 peers)

Where Mercalis Inc. 401(k) Profit Plan and Trust sits by assets

Mercalis Inc. 401(k) Profit Plan and Trust sits in the top quartile of all filed plans by assets, $55M for 1,079 participants (~$50,742/participant), up 29.9% in 2023.

#785
in Management of Enterprises (1,137 peers)
+29.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Mercalis Inc. 401(k) Profit Plan and Trust's outsized position by total assets

Mercalis Inc. 401(k) Profit Plan and Trust vs every filed plan by assets

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

$54,750,400 Top 14% higher than 86% 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

Mercalis Inc. 401(k) Profit Plan and Trust'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. Mercalis Inc. 401(k) Profit Plan and Trust lands in the large band (1,079 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mercalis Inc. 401(k) Profit Plan and Trust reported net income rose from -$4M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Mercalis Inc. 401(k) Profit Plan and Trust end-of-year assets rose from $42M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • Mercalis Inc. 401(k) Profit Plan and Trust reported participants rose from 974 in the plan year 2022 filing to 1,079 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 522251120 · Mercalis Inc PY 2023 · 401(k)

Mercalis Inc. 401(k) Profit Plan and Trust · $55M · 1,079 · 86th

  • RANK $55M
  • PHOTO 1,079
  • IND 86th
  • EOY 401(k)
  • 5500 near Janesville Sand & Gravel Co. and Lycon Inc. Savings & Retirement Plan
  • ASSETS ind #785

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 Management of Enterprises retirement plans → · Plans in North Carolina →

Mercalis Inc. 401(k) Profit Plan and Trust in the asset neighbourhood

Mercalis Inc. 401(k) Profit Plan and TrustMercalis Inc. 401(k) Profit …$55MJanesville Sand & Gravel Co. and Lycon Inc. Savings & Retirement PlanJanesville Sand & Gravel Co.…$55MSunrider International Retirement Savings PlanSunrider International Retir…$55MDelta Dental Plan of New Hampshire, Inc. Discretionary Plan and TrustDelta Dental Plan of New Ham…$55MAsk Chemicals, LP 401(k) Plan$55M
End-of-year total assets ($M) among Mercalis Inc. 401(k) Profit Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$55M
Net Income$13M
Employer EIN522251120
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mercalis Inc)

Sponsor-wide plan assets over time

All Mercalis Inc plans reported in each filing year

Latest sponsor-wide plan assets
$69M 64.1125566953302% vs 2022
2024 filing year
$30M$40M$50M$60M$70M$80M 202220232024 $42.2M $69.2M ▲ +64.1%
Year Plans Participants Total Assets
2022 1 974 $42M
2023 1 1,079 $55M
2024 1 1,223 $69M

Nearby 401(k) Plans in North Carolina

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

Mercalis Inc. 401(k) Profit Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Mercalis Inc. 401(k) Profit Plan and Trust, Total assets ($B): 0.0547504 · Participants: 1079Mercalis Inc. 401(k) Profit Plan and TrustThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Mercalis Inc. 401(k) Profit Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Mercalis Inc. 401(k) Profit Plan and Trust side-by-side with 3 peers →

Mercalis Inc. 401(k) Profit Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Janesville Sand & Gravel Co. and Lycon Inc. Savings & Retirement Plan in WI ($55M); by covered participants it is Kaiser Aluminum Investments Company Savings and Investment Plan in TN (1,079 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,079 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 Mercalis Inc. 401(k) Profit Plan and Trust assets move in 2023? ▼
Mercalis Inc. 401(k) Profit Plan and Trust grew sharply - up 29.9% during 2023, from $42M to $55M. Reported net income was $13M.
How have Mercalis Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mercalis Inc's sponsor-wide assets grew 64.1%, from $42M to $69M.
Where does Mercalis Inc. 401(k) Profit Plan and Trust rank by assets among Form 5500 filers? ▼
Mercalis Inc. 401(k) Profit Plan and Trust ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mercalis Inc. 401(k) Profit Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Janesville Sand & Gravel Co. and Lycon Inc. Savings & Retirement Plan in WI ($55M, 304 participants).
Which 401(k) plans cover a similar participant headcount to Mercalis Inc. 401(k) Profit Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Kaiser Aluminum Investments Company Savings and Investment Plan in TN (1,079 participants, $231M 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 522251120.

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.