401(k) · DOL Form 5500 · 2023

Ergon, Inc. 401(k) Plan

Data updated 2026-08-25

$651M
Total assets Above avg plan size
3,214
Participants Above avg headcount
98th
Percentile by assets National rank
$202,667
Avg per participant Above avg balance/head
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Official DOL plan name: Ergon 401(k) Plan · Sponsored by Ergon, Inc. · Mississippi · Wholesale Trade

$651M in assets, 3,214 participants

Ergon, Inc.'s Ergon 401(k) Plan reported $651M in total assets and 3,214 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #6,226 in Wholesale Trade (6,309 peers)

Coverage in Mississippi

Ergon 401(k) Plan covers 3,214 participants in Mississippi, 8.8x the typical Mississippi plan (state average ~366 per filing). Assets: $651M.

#6,226
in Wholesale Trade (6,309 peers)
+16.3%
assets growth YoY
6.5×
vs typical plan assets (national mean)

Ergon 401(k) Plan's outsized position by total assets

Ergon 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$651,370,894 Top 2% higher than 98% of 127,068 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 2023

Ergon 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ergon 401(k) Plan lands in the large band (3,214 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ergon 401(k) Plan reported net income rose from $64M in the plan year 2022 filing to $91M in the plan year 2023 filing.
  • Ergon 401(k) Plan end-of-year assets rose from $560M in the plan year 2022 filing to $651M in the plan year 2023 filing.
  • Ergon 401(k) Plan reported participants rose from 3,038 in the plan year 2022 filing to 3,214 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 640503423 · Ergon, Inc. PY 2023 · 401(k)

Ergon 401(k) Plan · $651M · 3,214 · 98th

  • BOOK $651M
  • BOOK 3,214
  • BOOK 98th
  • BOOK 401(k)
  • BOOK near John Wiley & Sons, Inc. Employees' Savings Plan
  • BOOK ind #6226

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 Mississippi →

Ergon 401(k) Plan in the asset neighbourhood

National Veterinary Associates, Inc. 401(k) PlanNational Veterinary Associat…$652MErgon 401(k) Plan$651MJohn Wiley & Sons, Inc. Employees' Savings PlanJohn Wiley & Sons, Inc. Empl…$651MSpartannash Company Savings Plus PlanSpartannash Company Savings …$651MNba Retirement Plan$651M
End-of-year total assets ($M) among Ergon 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mississippi filing particulars

Total Assets (Beginning of Year)$560M
Net Assets (End of Year)$651M
Net Income$91M
Employer EIN640503423
Plan Effective Date2009-06-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Ergon, Inc.)

Sponsor-wide plan assets over time

All Ergon, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$771M 37.607669049532575% vs 2022
2024 filing year
$500M$600M$700M$800M 202220232024 $560M $771M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 3,038 $560M
2023 1 3,214 $651M
2024 1 3,508 $771M

Nearby 401(k) Plans in Mississippi

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

Ergon 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. 2000300040005000600070008000 300400500600700800900 Total assets ($M) Participants Ergon 401(k) Plan, Total assets ($M): 651.370894 · Participants: 3214Ergon 401(k) PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 797.339076 · Participants: 6578Cadence 401(k) Profit-Sharing PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 542.54732 · Participants: 3545Hancock Whitney Corporation 401(k) Savings PlanV2x 401(k) Retirement Plan, Total assets ($M): 538.489023 · Participants: 6807V2x 401(k) Retirement PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 476.889063 · Participants: 2657Southern Farm Bureau and Adopting Companies 401(k) PlanTrustmark 401(k) Plan, Total assets ($M): 384.986298 · Participants: 2772Trustmark 401(k) Plan
Ergon 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Ergon 401(k) Plan side-by-side with 3 peers →

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

Outside Mississippi, the nearest 401(k) by assets is John Wiley & Sons, Inc. Employees' Savings Plan in NJ ($651M); by covered participants it is Recovery Centers of America 401(k) Plan in PA (3,214 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($651M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,214 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ergon 401(k) Plan assets move in 2023? ▼
Ergon 401(k) Plan grew sharply - up 16.3% during 2023, from $560M to $651M. Reported net income was $91M.
How have Ergon, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ergon, Inc.'s sponsor-wide assets grew 37.6%, from $560M to $771M.
Where does Ergon 401(k) Plan rank by assets among Form 5500 filers? ▼
Ergon 401(k) Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Ergon 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is John Wiley & Sons, Inc. Employees' Savings Plan in NJ ($651M, 3,565 participants).
Which 401(k) plans cover a similar participant headcount to Ergon 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Recovery Centers of America 401(k) Plan in PA (3,214 participants, $19M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 640503423.

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.