401(k) · DOL Form 5500 · 2023

William M. Mercer and Assoc, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
4
Participants Small participant base
42nd
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: William M. Mercer and Associates, Inc. Profit Sharing Plan · Sponsored by William M. Mercer and Assoc, Inc. · Pennsylvania · Finance & Insurance

$5M in assets, 4 participants

William M. Mercer and Assoc, Inc.'s William M. Mercer and Associates, Inc. Profit Sharing Plan reported $5M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,649 in Finance & Insurance (8,869 peers)

William M. Mercer and Assoc, Inc. multi-year trail

William M. Mercer and Assoc, Inc.'s plans moved +42.6% in assets from 2022 to 2024; this filing shows William M. Mercer and Associates, Inc. Profit Sharing Plan at $5M / 4 participants.

#2,649
in Finance & Insurance (8,869 peers)
+20.8%
assets growth YoY

William M. Mercer and Associates, Inc. Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

William M. Mercer and Associates, Inc. Profit Sharing Plan vs every filed plan by assets

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

$4,545,366 42nd percentile higher than 42% 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

William M. Mercer and Associates, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. William M. Mercer and Associates, Inc. Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • William M. Mercer and Associates, Inc. Profit Sharing Plan reported net income rose from -$615K in the plan year 2022 filing to $784K in the plan year 2023 filing.
  • William M. Mercer and Associates, Inc. Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • William M. Mercer and Associates, Inc. Profit Sharing Plan reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 271668076 · William M. Mercer and Assoc, Inc. PY 2023 · 401(k)

William M. Mercer and Associates, Inc. Profit Sharing Plan · $5M · 4 · 42nd

  • EIN $5M
  • EIN 4
  • EIN 42nd
  • EIN 401(k)
  • EIN near Xybix Systems, Inc. 401(k) Plan
  • EIN ind #2649

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 Pennsylvania →

William M. Mercer and Associates, Inc. Profit Sharing Plan in the asset neighbourhood

William M. Mercer and Associates, Inc. Profit Sharing PlanWilliam M. Mercer and Associ…$5MXybix Systems, Inc. 401(k) PlanXybix Systems, Inc. 401(k) P…$5MRichtek USA Inc. 401(k) Plan$5MExecutive Cabinetry, LLC 401(k) P/S PlanExecutive Cabinetry, LLC 401…$5MAr Franchising, Inc. 401(k) PlanAr Franchising, Inc. 401(k) …$5M
End-of-year total assets ($M) among William M. Mercer and Associates, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

William M. Mercer and Assoc, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All William M. Mercer and Assoc, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 42.599486913639325% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $3.76M $5.36M ▲ +42.6%
Year Plans Participants Total Assets
2022 1 5 $4M
2023 1 4 $5M
2024 1 5 $5M

William M. Mercer and Assoc, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$784K
Employer EIN271668076
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

William M. Mercer and Associates, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants William M. Mercer and Associates, Inc. Profit Sharing Plan, Total assets ($B): 0.004545366 · Participants: 4William M. Mercer and Associates, Inc. Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
William M. Mercer and Associates, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare William M. Mercer and Associates, Inc. Profit Sharing Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Xybix Systems, Inc. 401(k) Plan in CO ($5M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 William M. Mercer and Associates, Inc. Profit Sharing Plan assets move in 2023? ▼
William M. Mercer and Associates, Inc. Profit Sharing Plan grew sharply - up 20.8% during 2023, from $4M to $5M. Reported net income was $784K.
How have William M. Mercer and Assoc, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William M. Mercer and Assoc, Inc.'s sponsor-wide assets grew 42.6%, from $4M to $5M.
Which 401(k) plans are similar in size to William M. Mercer and Associates, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Xybix Systems, Inc. 401(k) Plan in CO ($5M, 70 participants).
Which 401(k) plans cover a similar participant headcount to William M. Mercer and Associates, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 271668076.

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.