Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Mercer Investment Consulting Inc.
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 47 retirement plans with 100 or more participants reported paying Mercer Investment Consulting Inc. $5,000 or more. Those plans cover 441,687 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $9.8M. Per plan, the median was $22.33 per participant, with the middle half of plans between $9.20 and $44.26. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Texas (7), New York (5) and Virginia (4).
In 2009 it appeared on 56 such filings; in 2024, 49 (down 12%). Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $9.20 | $22.33 | $44.26 |
| Compensation as a share of plan net assets | 0.01% | 0.02% | 0.03% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Capital One Financial Corporation Associate Savings Plan | Capital One Financial Corporation | VA | 68,906 | $12.0B | $3.0M |
| Automatic Data Processing, Inc. Retirement and Savings Plan | Automatic Data Processing, Inc. | NJ | 46,258 | $7.26B | $221K |
| Conagra Brands Retirement Income Savings Plan | Conagra Brands, Inc. | IL | 28,863 | $1.74B | $152K |
| Jetblue Airways Retirement Plan | Jetblue Airways Corporation | NY | 27,448 | $5.45B | $120K |
| CFG Retirement Savings Plan | Citizens Financial Group, Inc. | RI | 25,795 | $3.25B | $108K |
| Motorola Solutions 401(k) Plan | Motorola Solutions, Inc. | IL | 22,877 | $6.50B | $126K |
| The Estee Lauder Companies Retirement Growth Account Plan | Estee Lauder, Inc. | NY | 18,663 | $841M | $105K |
| Kinder Morgan Savings Plan | Kinder Morgan, Inc. | TX | 16,725 | $2.92B | $544K |
| Kinder Morgan Retirement Plan B | Kinder Morgan, Inc. | TX | 16,410 | $518M | $508K |
| Ricoh USA, Inc. Retirement Savings Plan | Ricoh USA, Inc. | PA | 16,405 | $2.17B | $119K |
| Bertelsmann 401(k) Savings Plan | Bertelsmann, Inc. | NY | 14,913 | $1.96B | $18K |
| Maersk Savings Plan | Maersk Agency USA, Inc. | NJ | 13,564 | $1.02B | $112K |
| CFG Pension Plan | Citizens Financial Group, Inc. | RI | 11,051 | $1.16B | $166K |
| Snap-On Incorporated Retirement Plan | Snap-On Incorporated | WI | 9,447 | $971M | $290K |
| Kinder Morgan Retirement Plan a | Kinder Morgan, Inc. | TX | 8,636 | $1.17B | $1.3M |
| Ikon Office Solutions, Inc. Pension Plan | Ricoh USA, Inc. | PA | 7,890 | $385M | $94K |
| Teamsters Tforce Freight 401(k) Plan | Tforce Freight, Inc. | VA | 7,534 | $164M | $18K |
| The Williams Investment Plus Plan | The Williams Companies, Inc. | OK | 7,451 | $1.98B | $164K |
| Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees | Puerto Rico Telephone Company | PR | 7,094 | $797M | $269K |
| Kerry Inc. Savings Plan | Kerry Inc. | WI | 6,528 | $604M | $91K |
| Sidley Austin LLP Savings and Investment Plan | Sidley Austin LLP | IL | 6,029 | $1.93B | $24K |
| Graybar Electric Company, Inc. Pension Plan | Graybar Electric Company, Inc. | MO | 5,114 | $525M | $247K |
| Pacific Life Insurance Company Retirement Incentive Savings Plan | Pacific Life Insurance Company | CA | 5,053 | $1.78B | $96K |
| Trustage 401(k) Plan for Non-Represented Employees | CMFG Life Insurance Company | WI | 4,879 | $1.08B | $0 |
| Tenaris 401(k) Savings Plan | Maverick Tube Corporation | TX | 4,793 | $366M | $62K |
| Avient Retirement Savings Plan | Avient Corporation | OH | 4,521 | $678M | $102K |
| Ricoh Family Group Pension Equity Plan | Ricoh USA, Inc. | PA | 2,926 | $156M | $94K |
| Hoya Shared Savings Plan | Hoya Holdings, Inc. | CA | 2,546 | $173M | $53K |
| Wellmark, Inc. Savings and Investment Plan | Wellmark, Inc. | IA | 2,314 | $468M | $22K |
| Puerto Rico Telephone Company Retirement Plan for Certain Former Employees | Puerto Rico Telephone Company | PR | 2,280 | $72.1M | $24K |
| Portland General Electric Company Pension Plan | Portland General Electric Company | OR | 2,237 | $491M | $808K |
| St. Olaf College 403(b) Retirement Plan | St. Olaf College | MN | 2,147 | $327M | $80K |
| Panasonic Pension Plan | Panasonic Corporation of North America | NJ | 1,859 | $247M | $60K |
| Presbyterian Healthcare Services Employees' Pension Plan II | Presbyterian Healthcare Services | NM | 1,744 | $229M | $37K |
| Leidos Biomedical Research, Inc. Retirement Plan | Leidos Biomedical Research, Inc. | MD | 1,670 | $235M | $38K |
| Natwest Markets Retirement Savings Plan | Natwest Markets Securities, Inc. | CT | 1,461 | $589M | $19K |
| Luck Stone Corporation 401(k) Plan | Luck Stone Corporation | VA | 1,182 | $198M | $57K |
| Trustage 401(k) Plan for Represented Employees | CMFG Life Insurance Company | WI | 1,127 | $223M | $0 |
| Sidley Austin LLP Retirement Plan for Partners | Sidley Austin LLP | IL | 964 | $435M | $22K |
| Mitsubishi Motors North America, Inc. 401(k) Savings Plan | Mitsubishi Motors North America, Inc. | TN | 912 | $265M | $58K |
Questions and answers
How many plans does Mercer Investment Consulting Inc. serve?
47 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Mercer Investment Consulting Inc.?
The median plan reported $22.33 per participant in direct and indirect compensation (44 plans reporting an amount), or 0.02% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (25 plans), Investment management (12 plans), Consulting (general) (9 plans) and Contract Administrator (1 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.