401(k) · DOL Form 5500 · 2023

Mercy Care Management, Inc. 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
459
Participants Below avg headcount
88th
Percentile by assets National rank
$145,554
Avg per participant Above avg balance/head
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Official DOL plan name: Mercycare 401(k) Retirement Plan · Sponsored by Mercy Care Management, Inc. · Iowa · Healthcare & Social Assistance

$67M in assets, 459 participants

Mercy Care Management, Inc.'s Mercycare 401(k) Retirement Plan reported $67M in total assets and 459 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,895 in Healthcare & Social Assistance (17,684 peers)

Where Mercycare 401(k) Retirement Plan sits by assets

Mercycare 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $67M for 459 participants (~$145,554/participant), up 22.7% in 2023.

#15,895
in Healthcare & Social Assistance (17,684 peers)
+22.7%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Mercycare 401(k) Retirement Plan's outsized position by total assets

Mercycare 401(k) Retirement Plan vs every filed plan by assets

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

$66,809,383 Top 12% higher than 88% 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

Mercycare 401(k) Retirement 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. Mercycare 401(k) Retirement Plan sits mid-pack in the medium band (459 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mercycare 401(k) Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Mercycare 401(k) Retirement Plan end-of-year assets rose from $54M in the plan year 2022 filing to $67M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 421198970 · Mercy Care Management, Inc. PY 2023 · 401(k)

Mercycare 401(k) Retirement Plan · $67M · 459 · 88th

  • NET $67M
  • NET 459
  • NET 88th
  • NET 401(k)
  • NET near Beacon Capital Partners, LLC 401(k) Plan
  • NET ind #15895

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 Healthcare & Social Assistance retirement plans → · Plans in Iowa →

Mercycare 401(k) Retirement Plan in the asset neighbourhood

Mercycare 401(k) Retirement PlanMercycare 401(k) Retirement …$67MBeacon Capital Partners, LLC 401(k) PlanBeacon Capital Partners, LLC…$67MSantafe Healthcare, Inc. 401(k) Retirement Savings PlanSantafe Healthcare, Inc. 401…$67MReinauer Transportation Companies, LLC Retirement and Investment Plan #3Reinauer Transportation Comp…$67MCimarron Software Services, Inc. 401(k) Profit Sharing PlanCimarron Software Services, …$67M
End-of-year total assets ($M) among Mercycare 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$67M
Net Income$12M
Employer EIN421198970
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mercy Care Management, Inc.)

Sponsor-wide plan assets over time

All Mercy Care Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$78M 43.8654021809452% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $54.5M $78.4M ▲ +43.9%
Year Plans Participants Total Assets
2022 1 461 $54M
2023 1 459 $67M
2024 1 468 $78M

Nearby 401(k) Plans in Iowa

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

Mercycare 401(k) Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Mercycare 401(k) Retirement Plan, Total assets ($B): 0.066809383 · Participants: 459Mercycare 401(k) Retirement PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Mercycare 401(k) Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Mercycare 401(k) Retirement Plan side-by-side with 3 peers →

Mercycare 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Beacon Capital Partners, LLC 401(k) Plan in MA ($67M); by covered participants it is East Manufacturing Corporation 401(k) Plan in OH (459 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (459 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 Mercycare 401(k) Retirement Plan assets move in 2023? ▼
Mercycare 401(k) Retirement Plan grew sharply - up 22.7% during 2023, from $54M to $67M. Reported net income was $12M.
How have Mercy Care Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mercy Care Management, Inc.'s sponsor-wide assets grew 43.9%, from $54M to $78M.
Where does Mercycare 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Mercycare 401(k) Retirement Plan ranks in the 88th 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 Mercycare 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Beacon Capital Partners, LLC 401(k) Plan in MA ($67M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Mercycare 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is East Manufacturing Corporation 401(k) Plan in OH (459 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 421198970.

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.