401(k) · DOL Form 5500 · 2024

Mercalis Inc 401(k) Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
1,223
Participants Near avg headcount
87th
Percentile by assets National rank
$56,566
Avg per participant Low balance/head
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Official DOL plan name: Mercalis Inc. 401(k) Profit Plan and Trust · Sponsored by Mercalis Inc · North Carolina · Management of Enterprises

$69M in assets, 1,223 participants

Mercalis Inc's Mercalis Inc. 401(k) Profit Plan and Trust reported $69M in total assets and 1,223 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #818 in Management of Enterprises (1,133 peers)

Where Mercalis Inc. 401(k) Profit Plan and Trust sits by assets

Mercalis Inc. 401(k) Profit Plan and Trust sits in the top quartile of all filed plans by assets, $69M for 1,223 participants (~$56,566/participant), up 26.4% in 2024.

#818
in Management of Enterprises (1,133 peers)
+26.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Mercalis Inc. 401(k) Profit Plan and Trust's outsized position by total assets

Mercalis Inc. 401(k) Profit Plan and Trust vs every filed plan by assets

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

$69,180,081 Top 13% higher than 87% 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

Mercalis Inc. 401(k) Profit Plan and Trust's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mercalis Inc. 401(k) Profit Plan and Trust lands in the large band (1,223 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mercalis Inc. 401(k) Profit Plan and Trust end-of-year assets rose from $55M in the plan year 2023 filing to $69M in the plan year 2024 filing.
  • Mercalis Inc. 401(k) Profit Plan and Trust reported net income rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Mercalis Inc. 401(k) Profit Plan and Trust reported participants rose from 1,079 in the plan year 2023 filing to 1,223 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 522251120 · Mercalis Inc PY 2024 · 401(k)

Mercalis Inc. 401(k) Profit Plan and Trust · $69M · 1,223 · 87th

  • BOY $69M
  • BOY 1,223
  • BOY 87th
  • BOY 401(k)
  • BOY near Collibra 401(k) Plan
  • BOY ind #818

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 Management of Enterprises retirement plans → · Plans in North Carolina →

Mercalis Inc. 401(k) Profit Plan and Trust in the asset neighbourhood

Manufacturers Retirement & Savings PlanManufacturers Retirement & S…$69MCollibra 401(k) Plan$69MMercalis Inc. 401(k) Profit Plan and TrustMercalis Inc. 401(k) Profit …$69MCtvs 401(k) Plan$69MRothwell, Figg, Ernst & Manbeck 401(k) Profit Sharing PlanRothwell, Figg, Ernst & Manb…$69M
End-of-year total assets ($M) among Mercalis Inc. 401(k) Profit Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$69M
Net Income$14M
Employer EIN522251120
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mercalis Inc)

Sponsor-wide plan assets over time

All Mercalis Inc plans reported in each filing year

Latest sponsor-wide plan assets
$69M 64.1125566953302% vs 2022
2024 filing year
$30M$40M$50M$60M$70M$80M 202220232024 $42.2M $69.2M ▲ +64.1%
Year Plans Participants Total Assets
2022 1 974 $42M
2023 1 1,079 $55M
2024 1 1,223 $69M

Nearby 401(k) Plans in North Carolina

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

Mercalis Inc. 401(k) Profit Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Mercalis Inc. 401(k) Profit Plan and Trust, Total assets ($B): 0.069180081 · Participants: 1223Mercalis Inc. 401(k) Profit Plan and TrustThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Mercalis Inc. 401(k) Profit Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Mercalis Inc. 401(k) Profit Plan and Trust side-by-side with 3 peers →

Mercalis Inc. 401(k) Profit Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Collibra 401(k) Plan in NY ($69M); by covered participants it is Brady Companies, LLC 401(k) Plan in NV (1,223 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($69M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,223 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 Mercalis Inc. 401(k) Profit Plan and Trust assets move in 2024? ▼
Mercalis Inc. 401(k) Profit Plan and Trust grew sharply - up 26.4% during 2024, from $55M to $69M. Reported net income was $14M.
How have Mercalis Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mercalis Inc's sponsor-wide assets grew 64.1%, from $42M to $69M.
Where does Mercalis Inc. 401(k) Profit Plan and Trust rank by assets among Form 5500 filers? ▼
Mercalis Inc. 401(k) Profit Plan and Trust ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mercalis Inc. 401(k) Profit Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Collibra 401(k) Plan in NY ($69M, 607 participants).
Which 401(k) plans cover a similar participant headcount to Mercalis Inc. 401(k) Profit Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Brady Companies, LLC 401(k) Plan in NV (1,223 participants, $37M 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 522251120.

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.