401(k) · DOL Form 5500 · 2024
Mercer Investments, LLC 401(k) Plan
Data updated 2026-08-11
- $320M
- Total assets
- 11,206
- Participants
- 96th
- Percentile by assets
- $28,545
- Avg per participant
Official DOL plan name: Mercer Wise Pooled Employer Plan · Sponsored by Mercer Investments, LLC · Massachusetts · Finance & Insurance
$320M in assets, 11,206 participants
Mercer Investments, LLC's Mercer Wise Pooled Employer Plan reported $320M in total assets and 11,206 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 123,622 plans)
- #7,971 in Finance & Insurance (8,549 peers)
Coverage in Massachusetts
Mercer Wise Pooled Employer Plan covers 11,206 participants in Massachusetts, 17x the typical Massachusetts plan (state average ~659 per filing). Assets: $320M.
- $320M
- total plan assets (2024 EOY)
- 11,206
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $28,545
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mercer Wise Pooled Employer Plan end-of-year assets rose from $198M in the plan year 2023 filing to $320M in the plan year 2024 filing.
- Mercer Wise Pooled Employer Plan reported participants rose from 7,748 in the plan year 2023 filing to 11,206 in the plan year 2024 filing.
- Mercer Wise Pooled Employer Plan reported net income rose from $44M in the plan year 2023 filing to $54M in the plan year 2024 filing.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Mercer Wise Pooled Employer Plan reports 11,206 participants - 17x that state average ($320M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $198M |
|---|---|
| Net Assets (End of Year) | $320M |
| Net Income | $54M |
| Employer EIN | 300282430 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mercer Investments, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,815 | $84M |
| 2023 | 1 | 7,748 | $198M |
| 2024 | 1 | 11,206 | $320M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Mercer Wise Pooled Employer Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Scale composition for Mercer Wise Pooled Employer Plan
Mercer Wise Pooled Employer Plan reports $320M in end-of-year assets across 11,206 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $28,545 per participant (21% of the national average assets-per-participant) . Net income for plan year 2024 was $54M.
This plan identity (EIN 300282430, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $84M to $320M (+282.8%) while covered participants moved from 3,815 to 11,206 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 3,815 | $84M | Open filing |
| 2023 | 7,748 | $198M | Open filing |
| 2024 · index core | 11,206 | $320M | This page |
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Mercer Wise Pooled Employer Plan by total assets, not by location.
- Cdi Management Corp. 401(k) Profit Sharing Plan (MN) $320M · 3,087
- Green Bay Packaging, Inc. Savings and Protection Plan (WI) $320M · 1,394
- Epiq 401(k) Retirement Plan (GA) $320M · 7,007
- R.T.G. Furniture Corp. & Affiliates 401(k) Plan (FL) $320M · 10,166
Frequently Asked Questions
How did Mercer Wise Pooled Employer Plan assets move in 2024? ▼
How have Mercer Investments, LLC plan assets changed over time? ▼
Where does Mercer Wise Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Mercer Wise Pooled Employer Plan? ▼
Next read for Mercer Wise Pooled Employer Plan
Filing takeaways
Ways to act on Mercer Wise Pooled Employer Plan's numbers.
- By total assets, Mercer Wise Pooled Employer 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 Massachusetts. Compare plans
- Mercer Investments, LLC's sponsor-wide assets have grown 282.8% since 2022 across 3 plan years on file. More Finance & Insurance plans