401(k) · DOL Form 5500 · 2024

Mercer Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$145M
Total assets Near avg plan size
1,033
Participants Near avg headcount
93rd
Percentile by assets National rank
$140,655
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mercer Advisors Inc. 401(k) Plan · Sponsored by Mercer Advisors, Inc. · Colorado · Finance & Insurance

$145M in assets, 1,033 participants

Mercer Advisors, Inc.'s Mercer Advisors Inc. 401(k) Plan reported $145M in total assets and 1,033 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,576 in Finance & Insurance (8,549 peers)

Coverage in Colorado

Mercer Advisors Inc. 401(k) Plan covers 1,033 participants in Colorado, 2.7x the typical Colorado plan (state average ~376 per filing). Assets: $145M.

#7,576
in Finance & Insurance (8,549 peers)
+26.1%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Mercer Advisors Inc. 401(k) Plan's outsized position by total assets

Mercer Advisors Inc. 401(k) Plan vs every filed plan by assets

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

$145,296,744 Top 7% higher than 93% 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 Advisors Inc. 401(k) Plan'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. Mercer Advisors Inc. 401(k) Plan lands in the large band (1,033 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mercer Advisors Inc. 401(k) Plan end-of-year assets rose from $115M in the plan year 2023 filing to $145M in the plan year 2024 filing.
  • Mercer Advisors Inc. 401(k) Plan reported participants rose from 877 in the plan year 2023 filing to 1,033 in the plan year 2024 filing.
  • Mercer Advisors Inc. 401(k) Plan reported net income rose from $28M in the plan year 2023 filing to $30M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 262459836 · Mercer Advisors, Inc. PY 2024 · 401(k)

Mercer Advisors Inc. 401(k) Plan · $145M · 1,033 · 93rd

  • PHOTO $145M
  • PHOTO 1,033
  • PHOTO 93rd
  • PHOTO 401(k)
  • PHOTO near Potlatchdeltic Salaried 401(k) Plan
  • PHOTO ind #7576

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 Colorado →

Mercer Advisors Inc. 401(k) Plan in the asset neighbourhood

Mercer Advisors Inc. 401(k) PlanMercer Advisors Inc. 401(k) …$145MPotlatchdeltic Salaried 401(k) PlanPotlatchdeltic Salaried 401(…$145MConnell Foley, LLP Employees 401(k) Profit Sharing PlanConnell Foley, LLP Employees…$145MWestern Growers Retirement Security PlanWestern Growers Retirement S…$145MGraftech International Holdings Inc. Savings PlanGraftech International Holdi…$145M
End-of-year total assets ($M) among Mercer Advisors Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)$115M
Net Assets (End of Year)$145M
Net Income$30M
Employer EIN262459836
Plan Effective Date1989-07-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Mercer Advisors, Inc.)

Sponsor-wide plan assets over time

All Mercer Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$145M 66.08971468965561% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $87.5M $145M ▲ +66.1%
Year Plans Participants Total Assets
2022 1 653 $87M
2023 1 877 $115M
2024 1 1,033 $145M

Nearby 401(k) Plans in Colorado

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

Mercer Advisors Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Mercer Advisors Inc. 401(k) Plan, Total assets ($B): 0.145296744 · Participants: 1033Mercer Advisors Inc. 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Mercer Advisors Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Mercer Advisors Inc. 401(k) Plan side-by-side with 3 peers →

Mercer Advisors Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Potlatchdeltic Salaried 401(k) Plan in WA ($145M); by covered participants it is The Ochin 401(k) Plan in OR (1,033 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,033 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 Advisors Inc. 401(k) Plan assets move in 2024? ▼
Mercer Advisors Inc. 401(k) Plan grew sharply - up 26.1% during 2024, from $115M to $145M. Reported net income was $30M.
How have Mercer Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mercer Advisors, Inc.'s sponsor-wide assets grew 66.1%, from $87M to $145M.
Where does Mercer Advisors Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Mercer Advisors Inc. 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Mercer Advisors Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Potlatchdeltic Salaried 401(k) Plan in WA ($145M, 489 participants).
Which 401(k) plans cover a similar participant headcount to Mercer Advisors Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Ochin 401(k) Plan in OR (1,033 participants, $90M 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 262459836.

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.