401(k) · DOL Form 5500 · 2024

Mercer-Zimmerman, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
177
Participants Small participant base
69th
Percentile by assets National rank
$108,085
Avg per participant Below avg balance/head
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Official DOL plan name: Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan · Sponsored by Mercer-Zimmerman, Inc. · Kansas · Wholesale Trade

$19M in assets, 177 participants

Mercer-Zimmerman, Inc.'s Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan reported $19M in total assets and 177 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #3,951 in Wholesale Trade (6,080 peers)

Coverage in Kansas

Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan covers 177 participants in Kansas, about 49% of the average Kansas filer (state average ~360 per filing). Assets: $19M.

#3,951
in Wholesale Trade (6,080 peers)
+21.8%
assets growth YoY

Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan's outsized position by total assets

Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$19,131,011 Top 31% higher than 69% 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

Mercer-Zimmerman, Inc. Profit Sharing 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-Zimmerman, Inc. Profit Sharing 401(k) Plan sits mid-pack in the medium band (177 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan reported participants rose from 140 in the plan year 2023 filing to 177 in the plan year 2024 filing.
  • Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 480761465 · Mercer-Zimmerman, Inc. PY 2024 · 401(k)

Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan · $19M · 177 · 69th

  • TYPE $19M
  • TYPE 177
  • TYPE 69th
  • TYPE 401(k)
  • TYPE near Wtg Corporate Services, LLC and Affiliated Companies 401(k) Plan
  • TYPE ind #3951

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 Kansas →

Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan in the asset neighbourhood

Mercer-Zimmerman, Inc. Profit Sharing 401(k) PlanMercer-Zimmerman, Inc. Profi…$19MWtg Corporate Services, LLC and Affiliated Companies 401(k) PlanWtg Corporate Services, LLC …$19MKmc Controls, Inc. 401(k) Plan and TrustKmc Controls, Inc. 401(k) Pl…$19MMckenzie Sports Products, Inc. 401(k) Profit Sharing Plan & TruMckenzie Sports Products, In…$19MPinnacle Engineering, Inc. 401(k) Profit Sharing PlanPinnacle Engineering, Inc. 4…$19M
End-of-year total assets ($M) among Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kansas filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN480761465
Plan Effective Date2004-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mercer-Zimmerman, Inc.)

Sponsor-wide plan assets over time

All Mercer-Zimmerman, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 56.113660733083414% vs 2022
2024 filing year
$10M$15M$20M 202220232024 $12.3M $19.1M ▲ +56.2%
Year Plans Participants Total Assets
2022 1 125 $12M
2023 1 140 $16M
2024 1 177 $19M

Nearby 401(k) Plans in Kansas

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

Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan, Total assets ($B): 0.019131011 · Participants: 177Mercer-Zimmerman, Inc. Profit Sharing 401(k) PlanKoch Employees' Savings Plan, Total assets ($B): 4.337744163 · Participants: 11423Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 3.582245863 · Participants: 1315Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 3.040446983 · Participants: 7438Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 2.173466604 · Participants: 7082Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.224530411 · Participants: 7736Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan side-by-side with 3 peers →

Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Wtg Corporate Services, LLC and Affiliated Companies 401(k) Plan in TX ($19M); by covered participants it is Greater Houston Retailers Association 401(k) Plan in TX (177 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (177 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 Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan assets move in 2024? ▼
Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan grew sharply - up 21.8% during 2024, from $16M to $19M. Reported net income was $3M.
How have Mercer-Zimmerman, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mercer-Zimmerman, Inc.'s sponsor-wide assets grew 56.1%, from $12M to $19M.
Which 401(k) plans are similar in size to Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wtg Corporate Services, LLC and Affiliated Companies 401(k) Plan in TX ($19M, 240 participants).
Which 401(k) plans cover a similar participant headcount to Mercer-Zimmerman, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greater Houston Retailers Association 401(k) Plan in TX (177 participants, $496K 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 480761465.

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.