401(k) · DOL Form 5500 · 2023

Mercatalyst, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
116
Participants Small participant base
44th
Percentile by assets National rank
$42,497
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Mercatalyst 401(k) Plan · Sponsored by Mercatalyst, Inc. · Texas · Professional & Technical Services

$5M in assets, 116 participants

Mercatalyst, Inc.'s The Mercatalyst 401(k) Plan reported $5M in total assets and 116 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,505 in Professional & Technical Services (20,321 peers)

Coverage in Texas

The Mercatalyst 401(k) Plan covers 116 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $5M.

#8,505
in Professional & Technical Services (20,321 peers)
+22.5%
assets growth YoY

The Mercatalyst 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

The Mercatalyst 401(k) Plan vs every filed plan by assets

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

$4,929,638 44th percentile higher than 44% 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

The Mercatalyst 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. The Mercatalyst 401(k) Plan sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Mercatalyst 401(k) Plan reported net income rose from $147K in the plan year 2022 filing to $904K in the plan year 2023 filing.
  • The Mercatalyst 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • The Mercatalyst 401(k) Plan reported participants rose from 107 in the plan year 2022 filing to 116 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 461686747 · Mercatalyst, Inc. PY 2023 · 401(k)

The Mercatalyst 401(k) Plan · $5M · 116 · 44th

  • EOY $5M
  • 5500 116
  • ASSETS 44th
  • PCT 401(k)
  • EIN near Paulette Carter Design Retirement Plan
  • RANK ind #8505

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 Professional & Technical Services retirement plans → · Plans in Texas →

The Mercatalyst 401(k) Plan in the asset neighbourhood

The Mercatalyst 401(k) Plan$5MPaulette Carter Design Retirement PlanPaulette Carter Design Retir…$5MNorthwest Real Estate Capital Corp. 401(k) PlanNorthwest Real Estate Capita…$5MAutomotive Dealer Management, Inc. 401(k) PlanAutomotive Dealer Management…$5MThe Harper Company 401(k) PlanThe Harper Company 401(k) Pl…$5M
End-of-year total assets ($M) among The Mercatalyst 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$904K
Employer EIN461686747
Plan Effective Date2013-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mercatalyst, Inc.)

Sponsor-wide plan assets over time

All Mercatalyst, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 54.037182216310896% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.03M $6.2M ▲ +53.8%
Year Plans Participants Total Assets
2022 1 107 $4M
2023 1 116 $5M
2024 1 94 $6M

Nearby 401(k) Plans in Texas

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

The Mercatalyst 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants The Mercatalyst 401(k) Plan, Total assets ($B): 0.004929638 · Participants: 116The Mercatalyst 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
The Mercatalyst 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare The Mercatalyst 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Paulette Carter Design Retirement Plan in OR ($5M); by covered participants it is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 The Mercatalyst 401(k) Plan assets move in 2023? ▼
The Mercatalyst 401(k) Plan grew sharply - up 22.5% during 2023, from $4M to $5M. Reported net income was $904K.
How have Mercatalyst, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mercatalyst, Inc.'s sponsor-wide assets grew 54.0%, from $4M to $6M.
Which 401(k) plans are similar in size to The Mercatalyst 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Paulette Carter Design Retirement Plan in OR ($5M, 8 participants).
Which 401(k) plans cover a similar participant headcount to The Mercatalyst 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 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 461686747.

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.