401(k) · DOL Form 5500 · 2023

Mercer Advisors, Inc. 401(k) Plan

Data updated 2026-08-11

$115M
Total assets
877
Participants
92nd
Percentile by assets
$131,416
Avg per participant
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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.

  • 92nd percentile by assets (of 127,072 plans)
  • #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.

$115M
total plan assets (2023 EOY)
877
covered participants
92nd
percentile by assets (of 127,072 plans)
$131,416
avg assets per participant

Where Mercer Advisors Inc. 401(k) Plan sits 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 $2,010,000,000 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

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 →

State
Colorado
Industry
Finance & Insurance

Participants vs Colorado filers

In Colorado, the average filing covers about 376 participants across 2,719 plans. Mercer Advisors Inc. 401(k) Plan reports 877 participants - 2.3x that state average ($115M EOY assets).

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.)

$80M$100M$120M$140M$160M 202220232024 $87.5M $145M ▲ +66.1%
Total plan assets by year, all Mercer Advisors, Inc. plans on file
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 ($B) Participants Mercer Advisors Inc.…, Total assets ($B): 0.115251434 · Participants: 877Mercer Advisors Inc.…Davita Retirement Sa…, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Sa…Ball Corporation 401…, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401…Empower Retirement, …, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, …Woodward Retirement …, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement …Arcadis U.S., Inc. R…, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. R…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Mercer Advisors Inc. 401(k) Plan by total assets, not by location.

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).

Next read for Mercer Advisors Inc. 401(k) Plan

Filing takeaways

Ways to act on Mercer Advisors Inc. 401(k) Plan's numbers.

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.