401(k) · DOL Form 5500 · 2024
Mercer Investments, LLC 401(k) Plan
Data updated 2026-08-25
- $320M
- Total assets Above avg plan size
- 11,206
- Participants Very large workforce
- 96th
- Percentile by assets National rank
- $28,545
- Avg per participant Low balance/head
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.
- #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.
- #7,971
- in Finance & Insurance (8,549 peers)
- +61.5%
- assets growth YoY
- 3.2×
- vs typical plan assets (national mean)
Mercer Wise Pooled Employer Plan's outsized position by total assets
Mercer Wise Pooled Employer Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$319,875,162 Top 4% higher than 96% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Mercer Wise Pooled Employer Plan's mega-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 Wise Pooled Employer Plan is a mega filing (11,206 participants), the rightmost band on the breakdown.
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.
Form 5500 schedule snapshot
Filing strip 300282430 · Mercer Investments, LLC PY 2024 · 401(k)
Mercer Wise Pooled Employer Plan · $320M · 11,206 · 96th
- BOOK $320M
- VS-ST 11,206
- BOY 96th
- SCH 401(k)
- EBSA near Cdi Management Corp. 401(k) Profit Sharing Plan
- PART ind #7971
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 Massachusetts →
Mercer Wise Pooled Employer Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Mercer Investments, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $320M 282.7682814795206% vs 2022
- 2024 filing year
| 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.
- 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 |
Mercer Wise Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Cdi Management Corp. 401(k) Profit Sharing Plan in MN ($320M); by covered participants it is Linde Retirement Savings Plan in CT (11,201 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($320M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (11,206 participants); asset peers above are excluded.
- Linde Retirement Savings Plan (CT) 11,201 · 5 off
- Centracare Health System Retirement Plan (MN) 11,193 · 13 off
- Steris Corporation 401(k) Plan (OH) 11,225 · 19 off
- New York Life Insurance Company Agents Progress- Sharing Investment Plan (NY) 11,238 · 32 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.