401(k) · DOL Form 5500 · 2023

Mercer-Zimmerman, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
140
Participants Small participant base
68th
Percentile by assets National rank
$112,201
Avg per participant Below avg balance/head
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Official DOL plan name: Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan · Sponsored by Mercer-Zimmerman, Inc. · Kansas · Wholesale Trade

$16M in assets, 140 participants

Mercer-Zimmerman, Inc.'s Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan reported $16M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #3,982 in Wholesale Trade (6,309 peers)

Coverage in Kansas

Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan covers 140 participants in Kansas, about 39% of the average Kansas filer (state average ~360 per filing). Assets: $16M.

#3,982
in Wholesale Trade (6,309 peers)
+28.2%
assets growth YoY

Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan's outsized position by total assets

Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$15,708,169 Top 32% higher than 68% 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-Zimmerman, Inc. Profit Sharing 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-Zimmerman, Inc. Profit Sharing 401(k) Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan reported participants rose from 125 in the plan year 2022 filing to 140 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 480761465 · Mercer-Zimmerman, Inc. PY 2023 · 401(k)

Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan · $16M · 140 · 68th

  • PART $16M
  • PART 140
  • PART 68th
  • PART 401(k)
  • PART near Lawter, Inc. 401(k) Plan
  • PART ind #3982

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 Wholesale Trade retirement plans → · Plans in Kansas →

Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan in the asset neighbourhood

Mercer-Zimmerman, Inc. Profit Sharing 401(k) PlanMercer-Zimmerman, Inc. Profi…$16MLawter, Inc. 401(k) Plan$16MElectric Machinery Company LLC 401(k) Plan for Union EmployeesElectric Machinery Company L…$16MUtah Imaging Associates, Inc. 401(k) Profit Sharing PlanUtah Imaging Associates, Inc…$16MPittsburg-Antioch Medical Group, Inc 401(k) Profit Sharing PlanPittsburg-Antioch Medical Gr…$16M
End-of-year total assets ($M) among Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kansas filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN480761465
Plan Effective Date2004-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mercer-Zimmerman, Inc.)

Sponsor-wide plan assets over time

All Mercer-Zimmerman, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 56.113660733083414% vs 2022
2024 filing year
$10M$15M$20M 202220232024 $12.3M $19.1M ▲ +56.2%
Year Plans Participants Total Assets
2022 1 125 $12M
2023 1 140 $16M
2024 1 177 $19M

Nearby 401(k) Plans in Kansas

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

Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan, Total assets ($B): 0.015708169 · Participants: 140Mercer-Zimmerman, Inc. Profit Sharing 401(k) PlanKoch Employees' Savings Plan, Total assets ($B): 3.870107696 · Participants: 11911Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 2.90283952 · Participants: 1223Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 2.732675203 · Participants: 6890Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 1.784810901 · Participants: 6332Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.15584277 · Participants: 7704Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan side-by-side with 3 peers →

Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Lawter, Inc. 401(k) Plan in IL ($16M); by covered participants it is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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-Zimmerman, Inc. Profit Sharing 401(k) Plan assets move in 2023? ▼
Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan grew sharply - up 28.2% during 2023, from $12M to $16M. Reported net income was $3M.
How have Mercer-Zimmerman, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mercer-Zimmerman, Inc.'s sponsor-wide assets grew 56.1%, from $12M to $19M.
Which 401(k) plans are similar in size to Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lawter, Inc. 401(k) Plan in IL ($16M, 97 participants).
Which 401(k) plans cover a similar participant headcount to Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants, N/A 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 480761465.

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.