401(k) · DOL Form 5500 · 2023

Mercer Transportation Co., Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
262
Participants Below avg headcount
67th
Percentile by assets National rank
$57,451
Avg per participant Low balance/head
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Official DOL plan name: Mercer Transportation Co., Inc. Employees 401(k) Plan · Sponsored by Mercer Transportation Co., Inc. · Kentucky · Transportation & Warehousing

$15M in assets, 262 participants

Mercer Transportation Co., Inc.'s Mercer Transportation Co., Inc. Employees 401(k) Plan reported $15M in total assets and 262 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #2,267 in Transportation & Warehousing (3,362 peers)

Coverage in Kentucky

Mercer Transportation Co., Inc. Employees 401(k) Plan covers 262 participants in Kentucky, about 40% of the average Kentucky filer (state average ~647 per filing). Assets: $15M.

#2,267
in Transportation & Warehousing (3,362 peers)
+9.6%
assets growth YoY

Mercer Transportation Co., Inc. Employees 401(k) Plan's outsized position by total assets

Mercer Transportation Co., Inc. Employees 401(k) Plan vs every filed plan by assets

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

$15,052,115 Top 33% higher than 67% 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 Transportation Co., Inc. Employees 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 Transportation Co., Inc. Employees 401(k) Plan sits mid-pack in the medium band (262 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mercer Transportation Co., Inc. Employees 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Mercer Transportation Co., Inc. Employees 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Mercer Transportation Co., Inc. Employees 401(k) Plan reported participants rose from 250 in the plan year 2022 filing to 262 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 751555599 · Mercer Transportation Co., Inc. PY 2023 · 401(k)

Mercer Transportation Co., Inc. Employees 401(k) Plan · $15M · 262 · 67th

  • NET $15M
  • BOOK 262
  • VS-ST 67th
  • BOY 401(k)
  • SCH near Pharr 401(k) Plan
  • EBSA ind #2267

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 Transportation & Warehousing retirement plans → · Plans in Kentucky →

Mercer Transportation Co., Inc. Employees 401(k) Plan in the asset neighbourhood

Mercer Transportation Co., Inc. Employees 401(k) PlanMercer Transportation Co., I…$15MPharr 401(k) Plan$15MDcj Employee Savings Plan$15MTechflow, Inc. 401(k) Profit Sharing PlanTechflow, Inc. 401(k) Profit…$15MSouth Atlantic Services, Inc. 401(k) PlanSouth Atlantic Services, Inc…$15M
End-of-year total assets ($M) among Mercer Transportation Co., Inc. Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$1M
Employer EIN751555599
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mercer Transportation Co., Inc.)

Sponsor-wide plan assets over time

All Mercer Transportation Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 11.60517124533554% vs 2022
2024 filing year
$13.5M$14M$14.5M$15M$15.5M 202220232024 $13.7M $15.3M ▲ +11.6%
Year Plans Participants Total Assets
2022 1 250 $14M
2023 1 262 $15M
2024 1 263 $15M

Nearby 401(k) Plans in Kentucky

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

Mercer Transportation Co., Inc. Employees 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Mercer Transportation Co., Inc. Employees 401(k) Plan, Total assets ($B): 0.015052115 · Participants: 262Mercer Transportation Co., Inc. Employees 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Mercer Transportation Co., Inc. Employees 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Mercer Transportation Co., Inc. Employees 401(k) Plan side-by-side with 3 peers →

Mercer Transportation Co., Inc. Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Pharr 401(k) Plan in NC ($15M); by covered participants it is Somerset Cpas, P.C. Profit Sharing and 401(k) Savings Plan in IN (262 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (262 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 Transportation Co., Inc. Employees 401(k) Plan assets move in 2023? ▼
Mercer Transportation Co., Inc. Employees 401(k) Plan grew at a solid clip - up 9.6% during 2023, from $14M to $15M. Reported net income was $1M.
How have Mercer Transportation Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mercer Transportation Co., Inc.'s sponsor-wide assets grew 11.6%, from $14M to $15M.
Which 401(k) plans are similar in size to Mercer Transportation Co., Inc. Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pharr 401(k) Plan in NC ($15M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Mercer Transportation Co., Inc. Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Somerset Cpas, P.C. Profit Sharing and 401(k) Savings Plan in IN (262 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 751555599.

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.