401(k) · DOL Form 5500 · 2024
Ergon, Inc. 401(k) Plan
Data updated 2026-08-11
- $771M
- Total assets
- 3,508
- Participants
- 98th
- Percentile by assets
- $219,718
- Avg per participant
Official DOL plan name: Ergon 401(k) Plan · Sponsored by Ergon, Inc. · Mississippi · Wholesale Trade
$771M in assets, 3,508 participants
Ergon, Inc.'s Ergon 401(k) Plan reported $771M in total assets and 3,508 participants in its 2024 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.
- 98th percentile by assets (of 123,622 plans)
- #6,006 in Wholesale Trade (6,080 peers)
Coverage in Mississippi
Ergon 401(k) Plan covers 3,508 participants in Mississippi, 9.6x the typical Mississippi plan (state average ~366 per filing). Assets: $771M.
- $771M
- total plan assets (2024 EOY)
- 3,508
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $219,718
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ergon 401(k) Plan end-of-year assets rose from $651M in the plan year 2023 filing to $771M in the plan year 2024 filing.
- Ergon 401(k) Plan reported participants rose from 3,214 in the plan year 2023 filing to 3,508 in the plan year 2024 filing.
- Ergon 401(k) Plan reported net income fell from $91M in the plan year 2023 filing to $91M in the plan year 2024 filing.
Participants vs Mississippi filers
In Mississippi, the average filing covers about 366 participants across 521 plans. Ergon 401(k) Plan reports 3,508 participants - 9.6x that state average ($771M EOY assets).
Mississippi filing particulars
| Total Assets (Beginning of Year) | $651M |
|---|---|
| Net Assets (End of Year) | $771M |
| Net Income | $91M |
| Employer EIN | 640503423 |
| Plan Effective Date | 2009-06-19 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ergon, Inc.)
| 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
- Cadence 401(k) Profit-Sharing Plan $817M · 6,117
- V2x 401(k) Retirement Plan $644M · 6,644
- Hancock Whitney Corporation 401(k) Savings Plan $608M · 3,561
- Southern Farm Bureau and Adopting Companies 401(k) Plan $528M · 2,689
- Hattiesburg Clinic P. a. Savings Plan $402M · 2,250
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Ergon 401(k) Plan by total assets, not by location.
- U. a. Local No. 393 Defined Contribution Plan (CA) $772M · 2,144
- Rich's 401(k) Plan (NY) $769M · 5,902
- Danone U.S. 401(k) Plan (NY) $773M · 5,411
- Faegre Drinker Retirement Savings Plan 2 (MN) $773M · 1,345
Frequently Asked Questions
How did Ergon 401(k) Plan assets move in 2024? ▼
How have Ergon, Inc. plan assets changed over time? ▼
Where does Ergon 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Ergon 401(k) Plan? ▼
Next read for Ergon 401(k) Plan
Filing takeaways
Ways to act on Ergon 401(k) Plan's numbers.
- By total assets, Ergon 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Mississippi. Compare plans
- Ergon, Inc.'s sponsor-wide assets have grown 37.6% since 2022 across 3 plan years on file. More Wholesale Trade plans