401(k) · DOL Form 5500 · 2023
Mercer Investments, LLC 401(k) Plan
Data updated 2026-08-11
- $198M
- Total assets
- 7,748
- Participants
- 95th
- Percentile by assets
- $25,563
- Avg per participant
Official DOL plan name: Mercer Wise Pooled Employer Plan · Sponsored by Mercer Investments, LLC · Massachusetts · Finance & Insurance
$198M in assets, 7,748 participants
Mercer Investments, LLC's Mercer Wise Pooled Employer Plan reported $198M in total assets and 7,748 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 127,072 plans)
- #8,116 in Finance & Insurance (8,869 peers)
Coverage in Massachusetts
Mercer Wise Pooled Employer Plan covers 7,748 participants in Massachusetts, 12x the typical Massachusetts plan (state average ~659 per filing). Assets: $198M.
- $198M
- total plan assets (2023 EOY)
- 7,748
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $25,563
- avg assets per participant
Where Mercer Wise Pooled Employer Plan sits by total assets
Mercer Wise Pooled Employer Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$198,059,510 Top 5% higher than 95% of 127,068 filed plans
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 Wise Pooled Employer Plan reported net income rose from $13M in the plan year 2022 filing to $44M in the plan year 2023 filing.
- Mercer Wise Pooled Employer Plan end-of-year assets rose from $84M in the plan year 2022 filing to $198M in the plan year 2023 filing.
- Mercer Wise Pooled Employer Plan reported participants rose from 3,815 in the plan year 2022 filing to 7,748 in the plan year 2023 filing.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Mercer Wise Pooled Employer Plan reports 7,748 participants - 12x that state average ($198M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $84M |
|---|---|
| Net Assets (End of Year) | $198M |
| Net Income | $44M |
| Employer EIN | 300282430 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mercer Investments, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,815 | $84M |
| 2023 | 1 | 7,748 | $198M |
| 2024 | 1 | 11,206 | $320M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Mercer Wise Pooled Employer Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Scale composition for Mercer Wise Pooled Employer Plan
Mercer Wise Pooled Employer Plan reports $198M in end-of-year assets across 7,748 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $25,563 per participant (18% of the national average assets-per-participant) . Net income for plan year 2023 was $44M.
This plan identity (EIN 300282430, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $84M to $320M (+282.8%) while covered participants moved from 3,815 to 11,206 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 3,815 | $84M | Open filing |
| 2023 | 7,748 | $198M | This page |
| 2024 · index core | 11,206 | $320M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Mercer Wise Pooled Employer Plan (401(k), $320M, 11,206 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Mercer Wise Pooled Employer Plan by total assets, not by location.
- Martin Memorial Health Systems 401(k) Retirement Savings Plan (FL) $198M · 1,218
- Thoughtworks, Inc 401(k) Plan (IL) $198M · 986
- True Manufacturing Company, Inc. 401(k) Plan (MO) $198M · 2,889
- By Light Professional It Services LLC 401(k) Plan (VA) $198M · 1,312
Frequently Asked Questions
How did Mercer Wise Pooled Employer Plan assets move in 2023? ▼
How have Mercer Investments, LLC plan assets changed over time? ▼
Where does Mercer Wise Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Mercer Wise Pooled Employer Plan? ▼
Next read for Mercer Wise Pooled Employer Plan
Filing takeaways
Ways to act on Mercer Wise Pooled Employer Plan's numbers.
- By total assets, Mercer Wise Pooled Employer Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Mercer Investments, LLC's sponsor-wide assets have grown 282.8% since 2022 across 3 plan years on file. More Finance & Insurance plans