Providers › Actuarial
Service provider · Schedule C, plan year 2024
Mercer
Most often reported for actuarial
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, 469 retirement plans with 100 or more participants reported paying Mercer $5,000 or more. Those plans cover 4,531,711 participant records, and the service most often reported is actuarial.
Reported compensation from those plans, direct and indirect, totalled $104M. Per plan, the median was $46.87 per participant, with the middle half of plans between $11.84 and $168. 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 (43), New York (42) and Illinois (37).
In 2009 it appeared on 692 such filings; in 2024, 472 (down 32%). 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 | $11.84 | $46.87 | $168 |
| Compensation as a share of plan net assets | 0.01% | 0.05% | 0.18% |
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 |
|---|---|---|---|---|---|
| JPMorgan Chase 401(k) Savings Plan | JPMorgan Chase Bank, National Association | NJ | 300,272 | $52.4B | $236K |
| FedEx Corporation Employees' Pension Plan | FedEx Corporation | TN | 213,710 | $26.9B | $664K |
| JPMorgan Chase Retirement Plan | JPMorgan Chase Bank, National Association | NJ | 202,919 | $14.6B | $1.6M |
| UPS Retirement Plan | United Parcel Service of America, Inc. | GA | 144,570 | $21.2B | $140K |
| Best Buy Retirement Savings Plan | Best Buy Enterprise Services, Inc. | MN | 108,948 | $3.13B | $103K |
| Fca US LLC UAW Pension Agreement | Fca US LLC | MI | 98,708 | $10.3B | $1.3M |
| Elevance Health 401(k) Plan | Ath Holding Company, LLC | IN | 94,427 | $12.1B | $123K |
| United Airlines 401(k) Savings Plan | United Airlines, Inc. | IL | 88,204 | $10.3B | $204K |
| Intermountain Health 401(k) Plan | Intermountain Health Care, Inc. | UT | 86,655 | $6.83B | $98K |
| Pepsico, Inc. Employees Retirement Plan H | Pepsico, Inc. | NY | 85,189 | $4.20B | $1.3M |
| Gapshare 401(k) Plan | Gap Inc. | CA | 83,515 | $2.61B | $91K |
| Caterpillar 401(k) Savings Plan | Caterpillar Inc. | TX | 60,357 | $18.8B | $29K |
| Sysco Corporation Employees' 401(k) Plan | Sysco Corporation | TX | 58,747 | $5.25B | $25K |
| Pepsico Employees Retirement Plan I | Pepsico, Inc. | NY | 55,326 | $6.82B | $1.0M |
| Northwestern Memorial Employee 401(k) Pre-Tax Savings Plan | Northwestern Memorial Healthcare | IL | 53,096 | $5.43B | $70K |
| 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. | Nike, Inc. | OR | 48,256 | $5.89B | $125K |
| Intermountain Health 403(b) Plan | Intermountain Health Care, Inc. | UT | 47,089 | $342M | $5,000 |
| Aimbridge Parent, Inc. 401(k) Plan | Aimbridge Parent, Inc. | TX | 46,108 | $470M | $98K |
| BJC Pension Plan | BJC Health System | MO | 42,843 | $2.64B | $161K |
| Omnicom Group Retirement Savings Plan | Omnicom Group Inc. | NY | 42,833 | $4.47B | $176K |
| The Savings and Investment Plan | WPP Group USA, Inc. | NY | 41,591 | $4.71B | $163K |
| Accentcare 401(k) Retirement Savings Plan | Accentcare, Inc. | TX | 40,578 | $355M | $175K |
| Automatic Data Processing Inc. Pension Retirement Plan | Automatic Data Processing, Inc. | NJ | 40,486 | $1.75B | $349K |
| American International Group, Inc. Retirement Plan | American International Group, Inc. | NY | 39,221 | $2.97B | $102K |
| HSBC - North America (U.S.) Pension Plan | HSBC North America Holdings Inc. | IL | 39,143 | $2.86B | $74K |
| Sprouts Farmers Markets Holdings, LLC Employee 401(k) Savings Plan | Sprouts Farmers Markets Holdings, LLC | AZ | 37,940 | $265M | $65K |
| McKinsey & Company, Inc. (PSRP) Profit Sharing Retirement Plan | McKinsey & Company, Inc. | NY | 35,298 | $9.81B | $21K |
| Memorial Sloan Kettering Cancer Center Retirement Savings Plan | Memorial Sloan Kettering Cancer Center | NY | 35,063 | $6.45B | $95K |
| Highmark Retirement Plan | Highmark Health | PA | 34,883 | $2.99B | $648K |
| Twin City Hospitals - Minnesota Nurses Association Pension Plan | Pension Committee Under Twin City Hospitals - Minnesota Nurses | MN | 33,805 | $2.38B | $374K |
| The Caci Smart Plan | Caci International, Inc. | VA | 33,177 | $3.88B | $202K |
| United Airlines Flight Attendant 401(k) Plan | United Airlines, Inc. | IL | 32,849 | $5.32B | $71K |
| Sysco Corporation Retirement Plan | Sysco Corporation | TX | 30,257 | $2.47B | $6,678 |
| McKinsey & Company, Inc. (MPPP) Money Purchase Pension Plan | McKinsey & Company, Inc. | NY | 29,024 | $2.15B | $18K |
| BP Retirement Accumulation Plan | BP Corporation North America Inc. | TX | 28,766 | $5.28B | $1.1M |
| Credit Union Retirement Plan Association 401(k) Plan | Credit Union Retirement Plan Association | WI | 26,851 | $2.11B | $49K |
| International Paper Company Hourly Savings Plan | International Paper Company | TN | 26,606 | $1.79B | $5,200 |
| Adt Security Corporation Retirement Savings and Investment Plan | Adt LLC | FL | 26,304 | $1.26B | $49K |
| Intel Minimum Pension Plan | Intel Corporation | CA | 25,738 | $804M | $180K |
| Halliburton Retirement and Savings Plan | Halliburton Company | TX | 24,712 | $4.54B | $293K |
Questions and answers
How many plans does Mercer serve?
469 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?
The median plan reported $46.87 per participant in direct and indirect compensation (467 plans reporting an amount), or 0.05% 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 Actuarial (283 plans), Consulting (general) (89 plans), Consulting (pension) (84 plans) and Investment advisory (plan) (80 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.