401(k) · DOL Form 5500 · 2024

Mercury Financial LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets: 241
Participants Below avg headcount: 74th
Percentile by assets National rank: $103,006
Avg per participant Below avg balance/head

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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.

#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.

#5,160
in Finance & Insurance (8,549 peers): +26.9%
assets growth YoY

Mercury Financial LLC 401(k) Plan's outsized position 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

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Mercury Financial 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. Mercury Financial LLC 401(k) Plan sits mid-pack in the medium band (241 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

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 →

Plan-year Form 5500 strip

Filing strip 823007272 · Mercury Financial LLC PY 2024 · 401(k)

Mercury Financial LLC 401(k) Plan · $25M · 241 · 74th

EOY $25M
5500 241
ASSETS 74th
PCT 401(k)
EIN near Macelree, Harvey, Ltd. 401(k) Plan
RANK ind #5160

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 Finance & Insurance retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Mercury Financial 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)	$20M
Net Assets (End of Year)	$25M
Net Income	$5M
Employer EIN	823007272
Plan Effective Date	2015-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Mercury Financial LLC)

Latest sponsor-wide plan assets: $25M 103.83223469348124% vs 2022; 2024 filing year

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

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Mercury Financial LLC 401(k) Plan side-by-side with 3 peers →

Mercury Financial LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Macelree, Harvey, Ltd. 401(k) Plan in PA ($25M); by covered participants it is Bbp Retirement Savings Plan in MI (241 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Macelree, Harvey, Ltd. 401(k) Plan (PA) $25M · 90
The Hyde Group Employee Profit Sharing and 401(k) Plan (MA) $25M · 334
Patriot Transportation Holding, Inc. 401(k) (FL) $25M · 497
Karpinski Engineering, Inc. Employees Profit Sharing Plan and Trust (OH) $25M · 127

Similar participant headcount

Nearest other-state filings by covered participants (241 participants); asset peers above are excluded.

Bbp Retirement Savings Plan (MI) 241 · 0 off
Steel and Pipes 1081. 01(D) Retirement Plan (PR) 241 · 0 off
D. L. George & Sons 401(k) Plan (PA) 241 · 0 off
Rios, Inc. Retirement Savings Plan (CA) 241 · 0 off

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 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).

Which 401(k) plans cover a similar participant headcount to Mercury Financial LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Bbp Retirement Savings Plan in MI (241 participants, $41M 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 823007272.