Plan5500

Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear
What are you searching?

Narrow to one kind of record, or search everything.

Financial profile

Only plans that report Schedule H/I financials or Schedule C provider pay.

Plan size

Filter plans by reported participant count or end-of-year assets.

Location
Filing identifiers

Jump to an exact sponsor (EIN) or plan number.

Sort
Popular investigations$1B+ plansPlans with financial statementsPlans with provider compensationProviders by reported compensationEmployer plans by participants

1 result

Sort:RelevanceLatest filing yearLargest assetsMost participantsHighest provider compensation
Filters:Type: PlansEIN 813183567Clear all

Plans

  • planMercer Small/Mid Cap Stock FundFinancial statement2023 filing
    $886.3Mreported assets (EOY)
    Sponsor: Mercer Trust Company LLCEIN: 81-3183567Plan: 011Participants: not reported in the loaded datasetAssets: $886,334,488Net assets: $784.8MLocation: Boston, MALatest: 2023
    View financial statement →