Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Mercer Investments LLC
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.
Mercer Investments LLC is named as a service provider on the Schedule C of 370 retirement plans with 100 or more participants for plan year 2024, covering 2,026,491 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $66.8M. Per plan, the median was $60.67 per participant, with the middle half of plans between $17.22 and $164. 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 California (35), New York (34) and Texas (24).
In 2009 it appeared on 23 such filings; in 2024, 376. 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 | $17.22 | $60.67 | $164 |
| Compensation as a share of plan net assets | 0.02% | 0.09% | 0.21% |
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 |
|---|---|---|---|---|---|
| Dollar Tree Retirement Savings Plan | Dollar Tree, Inc. | VA | 105,623 | $979M | $86K |
| Oracle Corporation 401(k) Savings and Investment Plan | Oracle Corporation | CA | 101,985 | $31.0B | $231K |
| Aon Pooled Employer Plan | Aon Consulting, Inc. | IL | 87,813 | $3.14B | $7,434 |
| Allstate Retirement Plan | The Allstate Corporation | TX | 64,168 | $4.04B | $180K |
| Truist Financial Corporation 401(k) Savings Plan | Truist Financial Corporation | NC | 59,476 | $9.23B | $90K |
| Leidos, Inc. Retirement Plan | Leidos, Inc. | VA | 54,080 | $11.8B | $8,300 |
| Cox Enterprises, Inc. Pension Plan | Cox Enterprises, Inc. | GA | 51,142 | $7.13B | $706K |
| Northwell Health Pension Plan | Northwell Health, Inc. | NY | 42,096 | $2.74B | $311K |
| Supplemental Income 401(k) Plan | Board of Trustees of Supplemental Income Trust Fund | CA | 40,848 | $1.87B | $60K |
| Intermountain Healthcare Pension Plan | Intermountain Health Care, Inc. | UT | 40,022 | $3.04B | $614K |
| Takeda Pharmaceutical U.S.A., Inc. Savings and Retirement Plan | Takeda Pharmaceutical U.S.A., Inc. | MA | 39,061 | $6.18B | $115K |
| Allina 401(k) Retirement Savings Plan | Allina Health System | MN | 37,552 | $3.53B | $21K |
| Michaels Stores, Inc. Employees 401(k) Plan | Michaels Stores, Inc. | TX | 29,442 | $337M | $258K |
| Bass Pro Group, LLC 401(k) Plan | Great Outdoors Group, LLC | MO | 29,337 | $608M | $491K |
| Transamerica Pension Plan | Transamerica Corporation | IA | 29,045 | $2.20B | $1.5M |
| The Sci 401(k) Retirement Savings Plan | Service Corporation Intl | TX | 27,861 | $1.75B | $91K |
| Astrazeneca Savings and Security Plan | Astrazeneca Pharmaceuticals LP | DE | 27,394 | $8.64B | $94K |
| Urban Outfitters, Inc. 401(k) Savings Plan | Urban Outfitters, Inc. | PA | 26,534 | $418M | $52K |
| Sony USA 401(k) Plan | Sony Corporation of America | NY | 25,938 | $6.21B | $159K |
| The Huntington 401(k) Plan | Huntington Bancshares Incorporated | OH | 25,595 | $2.37B | $136K |
| Retirement Savings Plan | Corteva Agriscience, LLC | DE | 24,519 | $7.02B | $35K |
| Caltech Base Retirement Plan | California Institute of Technology | CA | 22,143 | $5.25B | $274K |
| Nissan Employee 401(k) Plan | Nissan North America, Inc. | TN | 21,429 | $4.38B | $37K |
| Envision Healthcare Operating Inc. 401(k) Plan | Envision Healthcare Operating Inc. | TN | 20,903 | $3.13B | $128K |
| Four Seasons Hotels Retirement Benefit Plan | Four Seasons Hotels Limited Pension & Profit Sharing Committee | — | 20,112 | $978M | $578K |
| Advocate Aurora Health Pension Plan | Advocate Aurora Health, Inc. | IL | 19,215 | $964M | $6,125 |
| Linde U.S. Pension Plan | Linde Inc. | CT | 17,786 | $2.07B | $251K |
| Firstservice Residential 401(k) Plan | Firstservice Residential, Inc. | FL | 17,096 | $328M | $113K |
| Corning Incorporated Investment Plan | Corning Incorporated | NY | 16,330 | $4.06B | $43K |
| Pinnacle West Capital Corporation Retirement Plan | Pinnacle West Capital Corporation | AZ | 15,460 | $3.06B | $143K |
| Eastman Investment & Employee Stock Ownership Plan | Eastman Chemical Company | TN | 15,343 | $3.54B | $113K |
| Rockwell Automation Pension Plan | Rockwell Automation, Inc. | WI | 14,801 | $1.78B | $342K |
| News Corp. 401(k) Savings Plan | NC Transaction, Inc. | NY | 14,148 | $3.66B | $30K |
| LSC Savings Plan | LSC Communications, LLC | IL | 14,086 | $970M | $211K |
| CDW Coworkers' Profit Sharing Plan | CDW LLC | IL | 13,857 | $2.28B | $139K |
| Gainwell Technologies 401(k) Plan | Gainwell Acquisition Corp. | AK | 13,299 | $691M | $49K |
| Loomis 401(k) Pre-Tax Savings Plan | Loomis Armored US, LLC | TX | 13,100 | $258M | $172K |
| Expedia Retirement Savings Plan | Expedia, Inc. | WA | 13,088 | $1.76B | $47K |
| McLeod Health 401(k) Plan | McLeod Health | SC | 13,002 | $809M | $67K |
| Wolters Kluwer 401(k) Plan | Wolters Kluwer United States, Inc. | IL | 12,710 | $2.38B | $319K |
Questions and answers
How many plans does Mercer Investments LLC serve?
370 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 Investments LLC?
The median plan reported $60.67 per participant in direct and indirect compensation (368 plans reporting an amount), or 0.09% 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) (128 plans), Consulting (general) (95 plans), Investment management (58 plans) and Insurance services (58 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.