401(k)
2024 plan-year 401(k) DOL Form 5500

Mercury General Corporation Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by Mercury General Corporation Β· California Β· Finance & Insurance

What the 2023 filing shows

Mercury General Corporation Profit Sharing Plan holds $941M for 4,131 participants - about $227,770 per participant, up 15.5% over the 2024 plan year.

$941M
total plan assets (2024 EOY)
4,131
covered participants
$227,770
avg assets per participant
+15.5%
assets growth YoY
Total Assets (2023)
$941M
Participants
4,131
State
Industry
Finance & Insurance

What the Filing Says About Mercury General Corporation Profit Sharing Plan

Mercury General Corporation Profit Sharing Plan is a 401(k) retirement plan sponsored by Mercury General Corporation, headquartered in California. As of the 2024 Form 5500 filing, the plan reports $941M in total end-of-year assets and covers 4,131 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 952211612, and the plan has been effective since 1963-09-30. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $815M at the beginning of 2024 to $941M at year-end β€” a gain of 15.5%. Net assets (after liabilities) closed the year at $941M, with reported net income of $126M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$815M
Total Assets (End of Year)$941M
Net Assets (End of Year)$941M
Net Income$126M
Plan Type401(k)
Employer EIN952211612
Plan Effective Date1963-09-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Mercury General Corporation)

Year Plans Participants Total Assets
2022 1 4,252 $678M
2023 1 4,178 $815M
2024 1 4,131 $941M

Nearby 401(k) Plans in California

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Frequently Asked Questions

How much money is in the Mercury General Corporation Profit Sharing Plan?
As of the 2024 Form 5500 filing, Mercury General Corporation Profit Sharing Plan holds $941M in total assets with 4,131 participants. It is sponsored by Mercury General Corporation.
What type of plan is Mercury General Corporation Profit Sharing Plan?
Mercury General Corporation Profit Sharing Plan is a 401(k) plan. It has been effective since 1963-09-30. The plan is filed with the U.S. Department of Labor under EIN 952211612.
Who sponsors the Mercury General Corporation Profit Sharing Plan?
Mercury General Corporation Profit Sharing Plan is sponsored by Mercury General Corporation, located in California. The sponsor's EIN is 952211612 and the plan operates in the Finance & Insurance industry.
How did Mercury General Corporation Profit Sharing Plan perform in 2024?
Mercury General Corporation Profit Sharing Plan grew by 15.5% during 2024, moving from $815M to $941M in total assets. Net income was $126M.
Where can I find official filings for Mercury General Corporation Profit Sharing Plan?
Official Form 5500 filings for Mercury General Corporation Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 952211612 or plan name at efast.dol.gov.
How does Mercury General Corporation Profit Sharing Plan compare to other plans?
You can compare Mercury General Corporation Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 952211612.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.