ESOP · DOL Form 5500 · 2024

Mercer Capital Management, Inc. ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
45
Participants Small participant base
71st
Percentile by assets National rank
$452,619
Avg per participant High balance/head
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Official DOL plan name: Mercer Capital Management, Inc. Employee Stock Ownership Plan · Sponsored by Mercer Capital Management, Inc. · Tennessee · Management of Enterprises

$20M in assets, 45 participants

Mercer Capital Management, Inc.'s Mercer Capital Management, Inc. Employee Stock Ownership Plan reported $20M in total assets and 45 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #597 in Management of Enterprises (1,133 peers)

Mercer Capital Management, Inc. multi-year trail

Mercer Capital Management, Inc.'s plans moved +56.3% in assets from 2022 to 2024; this filing shows Mercer Capital Management, Inc. Employee Stock Ownership Plan at $20M / 45 participants.

#597
in Management of Enterprises (1,133 peers)
+12.5%
assets growth YoY

Mercer Capital Management, Inc. Employee Stock Ownership Plan's outsized position by total assets

Mercer Capital Management, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$20,367,868 Top 29% higher than 71% of 123,620 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 2024

Mercer Capital Management, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mercer Capital Management, Inc. Employee Stock Ownership Plan is a small filing (45 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mercer Capital Management, Inc. Employee Stock Ownership Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Mercer Capital Management, Inc. Employee Stock Ownership Plan end-of-year assets rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Mercer Capital Management, Inc. Employee Stock Ownership Plan reported participants rose from 40 in the plan year 2023 filing to 45 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 621154641 · Mercer Capital Management, Inc. PY 2024 · ESOP

Mercer Capital Management, Inc. Employee Stock Ownership Plan · $20M · 45 · 71st

  • EIN $20M
  • RANK 45
  • PHOTO 71st
  • IND ESOP
  • EOY near North States Industries, Inc. Employee Stock Ownership Plan
  • 5500 ind #597

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 What is an ESOP? → · Plans in Tennessee →

Mercer Capital Management, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Valhalla Holdings, Inc. Employee Stock Ownership Plan and TrustValhalla Holdings, Inc. Empl…$20MNorth States Industries, Inc. Employee Stock Ownership PlanNorth States Industries, Inc…$20MMercer Capital Management, Inc. Employee Stock Ownership PlanMercer Capital Management, I…$20MEnroute Computer Solutions ESOPEnroute Computer Solutions E…$20MHutchens Construction Employee Stock Ownership PlanHutchens Construction Employ…$20M
End-of-year total assets ($M) among Mercer Capital Management, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Mercer Capital Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mercer Capital Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 56.29351756771087% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13M $20.4M ▲ +56.3%
Year Plans Participants Total Assets
2022 1 39 $13M
2023 1 40 $18M
2024 1 45 $20M

Mercer Capital Management, Inc. filing trail (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN621154641
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Tennessee

Peer ESOP plans, same state, same plan type, ranked by total assets.

Mercer Capital Management, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -500050010001500 -1000100200300400500 Total assets ($M) Participants Mercer Capital Management, Inc. Employee Stock Ownership Plan, Total assets ($M): 20.367868 · Participants: 45Mercer Capital Management, Inc. Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 470.413823 · Participants: 403Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.006343 · Participants: 201Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 168.305927 · Participants: 1385National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.44577 · Participants: 5153ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 116.245191 · Participants: 507Smith Seckman Reid, Inc. Employee Stock Ownership Plan
Mercer Capital Management, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Mercer Capital Management, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Mercer Capital Management, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is North States Industries, Inc. Employee Stock Ownership Plan in MN ($20M); by covered participants it is Ten-E Packaging Services, Inc. Employee Stock Ownership Plan and Trust in MN (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mercer Capital Management, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Mercer Capital Management, Inc. Employee Stock Ownership Plan grew at a solid clip - up 12.5% during 2024, from $18M to $20M. Reported net income was $2M.
How have Mercer Capital Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mercer Capital Management, Inc.'s sponsor-wide assets grew 56.3%, from $13M to $20M.
Which ESOP plans are similar in size to Mercer Capital Management, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is North States Industries, Inc. Employee Stock Ownership Plan in MN ($20M, 100 participants).
Which ESOP plans cover a similar participant headcount to Mercer Capital Management, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ten-E Packaging Services, Inc. Employee Stock Ownership Plan and Trust in MN (45 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 621154641.

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.