401(k) · DOL Form 5500 · 2024

Mercury Financial LLC 401(k) Plan

Data updated 2026-08-11

$25M
Total assets
241
Participants
74th
Percentile by assets
$103,006
Avg per participant
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Official DOL plan name: Mercury Financial LLC 401(k) Plan · Sponsored by Mercury Financial LLC · Texas · Finance & Insurance

$25M in assets, 241 participants

Mercury Financial LLC's Mercury Financial LLC 401(k) Plan reported $25M in total assets and 241 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • 74th percentile by assets (of 123,622 plans)
  • #5,160 in Finance & Insurance (8,549 peers)

Coverage in Texas

Mercury Financial LLC 401(k) Plan covers 241 participants in Texas, about 35% of the average Texas filer (state average ~688 per filing). Assets: $25M.

$25M
total plan assets (2024 EOY)
241
covered participants
74th
percentile by assets (of 123,622 plans)
$103,006
avg assets per participant

Where Mercury Financial LLC 401(k) Plan sits by total assets

Mercury Financial LLC 401(k) Plan vs every filed plan by assets

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

$24,824,416 Top 26% higher than 74% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mercury Financial LLC 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Mercury Financial LLC 401(k) Plan end-of-year assets rose from $20M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Mercury Financial LLC 401(k) Plan reported participants rose from 221 in the plan year 2023 filing to 241 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Texas
Industry
Finance & Insurance

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Mercury Financial LLC 401(k) Plan reports 241 participants - about 35% of that state average ($25M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$25M
Net Income$5M
Employer EIN823007272
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mercury Financial LLC)

$10M$15M$20M$25M$30M 202220232024 $12.2M $24.8M ▲ +103.8%
Total plan assets by year, all Mercury Financial LLC plans on file
Year Plans Participants Total Assets
2022 1 168 $12M
2023 1 221 $20M
2024 1 241 $25M

Nearby 401(k) Plans in Texas

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

Mercury Financial LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Mercury Financial LL…, Total assets ($B): 0.024824416 · Participants: 241Mercury Financial LL…AT&T Retirement Savi…, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savi…Exxonmobil Savings P…, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings P…Chevron Employee Sav…, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Sav…Caterpillar 401(k) S…, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) S…Southwest Airlines C…, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines C…
Mercury Financial LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Mercury Financial LLC 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Mercury Financial LLC 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Mercury Financial LLC 401(k) Plan assets move in 2024? ▼
Mercury Financial LLC 401(k) Plan grew sharply - up 26.9% during 2024, from $20M to $25M. Reported net income was $5M.
How have Mercury Financial LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mercury Financial LLC's sponsor-wide assets grew 103.8%, from $12M to $25M.
Which 401(k) plans are similar in size to Mercury Financial LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Macelree, Harvey, Ltd. 401(k) Plan in PA ($25M, 90 participants).

Next read for Mercury Financial LLC 401(k) Plan

Filing takeaways

Ways to act on Mercury Financial LLC 401(k) Plan's numbers.

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 823007272.

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.