401(k) · DOL Form 5500 · 2023

Mercer Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$115M
Total assets Near avg plan size
877
Participants Near avg headcount
92nd
Percentile by assets National rank
$131,416
Avg per participant Near avg balance/head
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Official DOL plan name: Mercer Advisors Inc. 401(k) Plan · Sponsored by Mercer Advisors, Inc. · Colorado · Finance & Insurance

$115M in assets, 877 participants

Mercer Advisors, Inc.'s Mercer Advisors Inc. 401(k) Plan reported $115M in total assets and 877 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,800 in Finance & Insurance (8,869 peers)

Coverage in Colorado

Mercer Advisors Inc. 401(k) Plan covers 877 participants in Colorado, 2.3x the typical Colorado plan (state average ~376 per filing). Assets: $115M.

#7,800
in Finance & Insurance (8,869 peers)
+31.7%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Mercer Advisors Inc. 401(k) Plan's outsized position by total assets

Mercer Advisors Inc. 401(k) Plan vs every filed plan by assets

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

$115,251,434 Top 8% higher than 92% 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

Mercer Advisors 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. Mercer Advisors Inc. 401(k) Plan sits mid-pack in the medium band (877 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mercer Advisors Inc. 401(k) Plan reported net income rose from $6M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Mercer Advisors Inc. 401(k) Plan reported participants rose from 653 in the plan year 2022 filing to 877 in the plan year 2023 filing.
  • Mercer Advisors Inc. 401(k) Plan end-of-year assets rose from $87M in the plan year 2022 filing to $115M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 262459836 · Mercer Advisors, Inc. PY 2023 · 401(k)

Mercer Advisors Inc. 401(k) Plan · $115M · 877 · 92nd

  • IND $115M
  • IND 877
  • IND 92nd
  • IND 401(k)
  • IND near Ixl Learning, Inc. 401(k) Profit Sharing Plan and Trust
  • IND ind #7800

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 Finance & Insurance retirement plans → · Plans in Colorado →

Mercer Advisors Inc. 401(k) Plan in the asset neighbourhood

Lennox International Inc. 401(k) for Hourly EmployeesLennox International Inc. 40…$115MDhl Global Mail 401(k) Plan$115MMercer Advisors Inc. 401(k) PlanMercer Advisors Inc. 401(k) …$115MIxl Learning, Inc. 401(k) Profit Sharing Plan and TrustIxl Learning, Inc. 401(k) Pr…$115MInternational Specialty Products Inc. 401(k) PlanInternational Specialty Prod…$115M
End-of-year total assets ($M) among Mercer Advisors Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$87M
Net Assets (End of Year)$115M
Net Income$28M
Employer EIN262459836
Plan Effective Date1989-07-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Mercer Advisors, Inc.)

Sponsor-wide plan assets over time

All Mercer Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$145M 66.08971468965561% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $87.5M $145M ▲ +66.1%
Year Plans Participants Total Assets
2022 1 653 $87M
2023 1 877 $115M
2024 1 1,033 $145M

Nearby 401(k) Plans in Colorado

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

Mercer Advisors Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Mercer Advisors Inc. 401(k) Plan, Total assets ($B): 0.115251434 · Participants: 877Mercer Advisors Inc. 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Mercer Advisors Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Mercer Advisors Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is Ixl Learning, Inc. 401(k) Profit Sharing Plan and Trust in CA ($115M); by covered participants it is Tpg Global, LLC 401(k) Profit Sharing Plan in TX (877 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (877 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 Mercer Advisors Inc. 401(k) Plan assets move in 2023? ▼
Mercer Advisors Inc. 401(k) Plan surged - up 31.7% during 2023, from $87M to $115M. Reported net income was $28M.
How have Mercer Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mercer Advisors, Inc.'s sponsor-wide assets grew 66.1%, from $87M to $145M.
Where does Mercer Advisors Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Mercer Advisors Inc. 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Mercer Advisors Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ixl Learning, Inc. 401(k) Profit Sharing Plan and Trust in CA ($115M, 1,083 participants).
Which 401(k) plans cover a similar participant headcount to Mercer Advisors Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tpg Global, LLC 401(k) Profit Sharing Plan in TX (877 participants, $343M 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 262459836.

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.