401(k) · DOL Form 5500 · 2024
Mercer Transportation Co., Inc. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 263
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $58,264
- Avg per participant Low balance/head
Official DOL plan name: Mercer Transportation Co., Inc. Employees 401(k) Plan · Sponsored by Mercer Transportation Co., Inc. · Kentucky · Transportation & Warehousing
$15M in assets, 263 participants
Mercer Transportation Co., Inc.'s Mercer Transportation Co., Inc. Employees 401(k) Plan reported $15M in total assets and 263 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #2,162 in Transportation & Warehousing (3,299 peers)
Coverage in Kentucky
Mercer Transportation Co., Inc. Employees 401(k) Plan covers 263 participants in Kentucky, about 41% of the average Kentucky filer (state average ~647 per filing). Assets: $15M.
- #2,162
- in Transportation & Warehousing (3,299 peers)
- +1.8%
- assets growth YoY
Mercer Transportation Co., Inc. Employees 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers
Mercer Transportation Co., Inc. Employees 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,323,563 Top 35% higher than 65% 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
Mercer Transportation Co., Inc. Employees 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. Mercer Transportation Co., Inc. Employees 401(k) Plan sits mid-pack in the medium band (263 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mercer Transportation Co., Inc. Employees 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $271K in the plan year 2024 filing.
- Mercer Transportation Co., Inc. Employees 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 751555599 · Mercer Transportation Co., Inc. PY 2024 · 401(k)
Mercer Transportation Co., Inc. Employees 401(k) Plan · $15M · 263 · 65th
- EBSA $15M
- PART 263
- TYPE 65th
- NET 401(k)
- BOOK near City Barbeque 401(k) Plan
- VS-ST ind #2162
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 Transportation & Warehousing retirement plans → · Plans in Kentucky →
Mercer Transportation Co., Inc. Employees 401(k) Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $271K |
| Employer EIN | 751555599 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mercer Transportation Co., Inc.)
Sponsor-wide plan assets over time
All Mercer Transportation Co., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 11.60517124533554% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 250 | $14M |
| 2023 | 1 | 262 | $15M |
| 2024 | 1 | 263 | $15M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
- Humana Retirement Savings Plan $7.7B · 45,706
- UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
- Scionhealth 401(k) Plan $1.3B · 23,753
- Lexmark Savings Plan $1.2B · 1,919
Mercer Transportation Co., Inc. Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is City Barbeque 401(k) Plan in OH ($15M); by covered participants it is Cansortium Holdings 401(k) Plan in FL (263 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- City Barbeque 401(k) Plan (OH) $15M · 1,125
- Integral Development 401(k) Plan (CA) $15M · 38
- Inteva Products, LLC Hourly Employees' Savings Plan for UAW Locals (MI) $15M · 324
- Bpn, LLP Retirement Plan (NY) $15M · 159
Similar participant headcount
Nearest other-state filings by covered participants (263 participants); asset peers above are excluded.
- Cansortium Holdings 401(k) Plan (FL) 263 · 0 off
- Rocket Lawyer 401(k) Plan (CA) 263 · 0 off
- First National Bank Savings and Investment Plan (ME) 263 · 0 off
- Yanka Industries, Inc. Retirement Plan (CA) 263 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.