Mercer Investments 401(k) plan

Mercer Investments, LLC, Boston, MA. EIN 30-0282430. Annual reports 2021–2025. Also filed as James E. Mcgovern, Inc.

Mercer Investments, LLC has one active retirement plan on file, the Mercer Wise Pooled Employer Plan, with 20,357 participants and $604 million in assets in 2025. John Hancock has been its recordkeeper since 2024. No traditional pension plan appears in Mercer Investments's filings since 2021.

Active plans: 1
Participants: 20,357
Plan assets: $604 million
401(k) recordkeeper: John Hancock
Plans on file: 1
Industry: Finance and insurance

The plan

Mercer Wise Pooled Employer Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 001Employer EIN 30-0282430
Participants (2025): 20,357
Net assets (2025): $604 million
Recordkeeper: John HancockEarlier: Empower (2022–2023)
Plan administrator: Mercer Investments, LLC
99 High Street
Boston, MA 02110
(617) 747-9500As filed for 2025
In effect since: January 1, 2022

Plans merged into this one: Carering Health 401(k) Plan (2025).

Earlier sponsor: James E. Mcgovern, Inc. (2021).

Earlier plan names: James E. Mcgovern, Inc. 401(k) Plan.

Year by year, 2021 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	20,357	$604 million	John Hancock
2024	12,035	$320 million	John Hancock
2023	8,148	$198 million	Empower
2022	5,915	$83.6 million	Empower
2021	14	$1.7 million	not listed

If you had money in one of these plans

Call John Hancock (johnhancock.com), which runs the Mercer Wise Pooled Employer Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((617) 747-9500). That number was filed for 2025; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Mercer Wise Pooled Employer Plan

If you had money in one of these plans

What these numbers are

Other finance and insurance employers in MA