401(k) · DOL Form 5500 · 2024

Mercuria Energy America, LLC 401(k) Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
283
Participants Below avg headcount
87th
Percentile by assets National rank
$243,489
Avg per participant Above avg balance/head
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Official DOL plan name: Mercuria Energy America, LLC 401(k) Plan · Sponsored by Mercuria Energy America, LLC · Texas · Wholesale Trade

$69M in assets, 283 participants

Mercuria Energy America, LLC's Mercuria Energy America, LLC 401(k) Plan reported $69M in total assets and 283 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #5,404 in Wholesale Trade (6,080 peers)

Coverage in Texas

Mercuria Energy America, LLC 401(k) Plan covers 283 participants in Texas, about 41% of the average Texas filer (state average ~688 per filing). Assets: $69M.

#5,404
in Wholesale Trade (6,080 peers)
+32.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Mercuria Energy America, LLC 401(k) Plan's outsized position by total assets

Mercuria Energy America, LLC 401(k) Plan vs every filed plan by assets

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

$68,907,361 Top 13% higher than 87% 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

Mercuria Energy America, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mercuria Energy America, LLC 401(k) Plan sits mid-pack in the medium band (283 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mercuria Energy America, LLC 401(k) Plan end-of-year assets rose from $52M in the plan year 2023 filing to $69M in the plan year 2024 filing.
  • Mercuria Energy America, LLC 401(k) Plan reported net income rose from $13M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Mercuria Energy America, LLC 401(k) Plan reported participants rose from 243 in the plan year 2023 filing to 283 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 611600209 · Mercuria Energy America, LLC PY 2024 · 401(k)

Mercuria Energy America, LLC 401(k) Plan · $69M · 283 · 87th

  • EOY $69M
  • 5500 283
  • ASSETS 87th
  • PCT 401(k)
  • EIN near Ivi America LLC 401(k) Profit Sharing Plan
  • RANK ind #5404

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 Wholesale Trade retirement plans → · Plans in Texas →

Mercuria Energy America, LLC 401(k) Plan in the asset neighbourhood

Resonac America 401-K Retirement PlanResonac America 401-K Retire…$69MArizona Machinery Group Employees' Profit Sharing Retirement PlanArizona Machinery Group Empl…$69MLce Employee Savings Plan$69MMercuria Energy America, LLC 401(k) PlanMercuria Energy America, LLC…$69MIvi America LLC 401(k) Profit Sharing PlanIvi America LLC 401(k) Profi…$69M
End-of-year total assets ($M) among Mercuria Energy America, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$69M
Net Income$17M
Employer EIN611600209
Plan Effective Date2008-04-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Mercuria Energy America, LLC)

Sponsor-wide plan assets over time

All Mercuria Energy America, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$69M 78.6516435906586% vs 2022
2024 filing year
$30M$40M$50M$60M$70M$80M 202220232024 $38.6M $68.9M ▲ +78.7%
Year Plans Participants Total Assets
2022 1 220 $39M
2023 1 243 $52M
2024 1 283 $69M

Nearby 401(k) Plans in Texas

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

Mercuria Energy America, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Mercuria Energy America, LLC 401(k) Plan, Total assets ($B): 0.068907361 · Participants: 283Mercuria Energy America, LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Mercuria Energy America, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Mercuria Energy America, LLC 401(k) Plan side-by-side with 3 peers →

Mercuria Energy America, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Ivi America LLC 401(k) Profit Sharing Plan in NJ ($69M); by covered participants it is Sentinel 401(k) and Profit Sharing Plan in CA (283 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (283 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 Mercuria Energy America, LLC 401(k) Plan assets move in 2024? ▼
Mercuria Energy America, LLC 401(k) Plan surged - up 32.4% during 2024, from $52M to $69M. Reported net income was $17M.
How have Mercuria Energy America, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mercuria Energy America, LLC's sponsor-wide assets grew 78.7%, from $39M to $69M.
Where does Mercuria Energy America, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Mercuria Energy America, LLC 401(k) Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mercuria Energy America, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ivi America LLC 401(k) Profit Sharing Plan in NJ ($69M, 954 participants).
Which 401(k) plans cover a similar participant headcount to Mercuria Energy America, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sentinel 401(k) and Profit Sharing Plan in CA (283 participants, $12M 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 611600209.

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.