401(k) · DOL Form 5500 · 2023
Mercer Investments, LLC 401(k) Plan
Data updated 2026-08-25
- $198M
- Total assets Near avg plan size
- 7,748
- Participants Very large workforce
- 95th
- Percentile by assets National rank
- $25,563
- Avg per participant Low balance/head
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.
- #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.
- #8,116
- in Finance & Insurance (8,869 peers)
- +137.0%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
Mercer Wise Pooled Employer Plan's outsized position 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
Mercer Wise Pooled Employer Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mercer Wise Pooled Employer Plan lands in the large band (7,748 participants).
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.
EBSA filing schedule strip
Filing strip 300282430 · Mercer Investments, LLC PY 2023 · 401(k)
Mercer Wise Pooled Employer Plan · $198M · 7,748 · 95th
- EBSA $198M
- EBSA 7,748
- EBSA 95th
- EBSA 401(k)
- EBSA near Martin Memorial Health Systems 401(k) Retirement Savings Plan
- EBSA ind #8116
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 Massachusetts →
Mercer Wise Pooled Employer Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Mercer Investments, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $320M 282.7682814795206% vs 2022
- 2024 filing year
| 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.
- 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)
Mercer Wise Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Martin Memorial Health Systems 401(k) Retirement Savings Plan in FL ($198M); by covered participants it is Federal Home Loan Mortgage Corp Thrift/401(k) Savings Plan in VA (7,748 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($198M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (7,748 participants); asset peers above are excluded.
- Federal Home Loan Mortgage Corp Thrift/401(k) Savings Plan (VA) 7,748 · 0 off
- Weyerhaeuser 401(k) Plan (WA) 7,743 · 5 off
- Capital Retirement Savings Plan (CA) 7,743 · 5 off
- Stride, Inc. 401(k) Plan (VA) 7,763 · 15 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.