MERCER

Mercer at a glance

Mercer appears on 1,031 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.17T in assets for 10,681,039 participants. The median client plan holds $179M. Most client plans are sponsored in NY, CA and TX. The largest clients by plan assets are Jpmorgan Chase Bank, National Association, Walmart Inc. and Oracle Corporation. Plans reported $214M in direct and indirect compensation paid to Mercer, a median of $95K per plan.

Participants

10,681,039

Median plan assets

$179M

Median plan participants

1,859

Median fees per plan

$95K

Schedule C direct + indirect

Frequently asked questions

Who uses Mercer?

1,031 retirement plans list Mercer as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Jpmorgan Chase Bank, National Association, Walmart Inc., Oracle Corporation, Verizon Communications Inc. and Citigroup Inc.. Most client plans are sponsored in NY, CA and TX.

How many plans does Mercer serve?

Mercer serves 1,031 retirement plans with $1.17T in plan assets and 10,681,039 participants, based on the latest Form 5500 filings through 2024.

What does Mercer charge?

Plans reported $214M in total Schedule C compensation paid to Mercer. The median plan paid $95K. Fees vary with plan size and the services each plan buys.