Civic Intelligence

Merganser Capital Management LLC

Plan context: Merganser Capital Management LLC 401(K) Plan

EIN 46-3651540 • Boston, MA • 13 filings • 1 plans

99 High StreetBoston, MA 02110
Current Snapshot

Latest Year

2025

2025 Participants

40

2025 Assets

$31,908,526

2025 Contributions

$1,063,348

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$31,908,526$15,954,263$0201320192025YearValue
$31,908,526Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

42210201320192025YearValue
40Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025140$31,908,526$1,063,348$26,584iApproximate average salary by contribution assumption: employee only about $664,593 at 4% or $443,062 at 6%; with 50% employer match about $443,062 at 4% or $295,374 at 6%; with 100% employer match about $332,296 at 4% or $221,531 at 6%.
Merganser Capital Management LLC 401(K) Plan-40$31,908,526$1,063,348$26,584iApproximate average salary by contribution assumption: employee only about $664,593 at 4% or $443,062 at 6%; with 50% employer match about $443,062 at 4% or $295,374 at 6%; with 100% employer match about $332,296 at 4% or $221,531 at 6%.
2024139$26,752,259$1,061,587$27,220iApproximate average salary by contribution assumption: employee only about $680,504 at 4% or $453,670 at 6%; with 50% employer match about $453,670 at 4% or $302,446 at 6%; with 100% employer match about $340,252 at 4% or $226,835 at 6%.
Merganser Capital Management LLC 401(K) Plan-39$26,752,259$1,061,587$27,220iApproximate average salary by contribution assumption: employee only about $680,504 at 4% or $453,670 at 6%; with 50% employer match about $453,670 at 4% or $302,446 at 6%; with 100% employer match about $340,252 at 4% or $226,835 at 6%.
2023139$23,840,803$1,020,324$26,162iApproximate average salary by contribution assumption: employee only about $654,054 at 4% or $436,036 at 6%; with 50% employer match about $436,036 at 4% or $290,691 at 6%; with 100% employer match about $327,027 at 4% or $218,018 at 6%.
Merganser Capital Management LLC 401(K) Plan-39$23,840,803$1,020,324$26,162iApproximate average salary by contribution assumption: employee only about $654,054 at 4% or $436,036 at 6%; with 50% employer match about $436,036 at 4% or $290,691 at 6%; with 100% employer match about $327,027 at 4% or $218,018 at 6%.
2022140$19,230,885$894,875$22,372iApproximate average salary by contribution assumption: employee only about $559,297 at 4% or $372,865 at 6%; with 50% employer match about $372,865 at 4% or $248,576 at 6%; with 100% employer match about $279,648 at 4% or $186,432 at 6%.
Merganser Capital Management LLC 401(K) Plan-40$19,230,885$894,875$22,372iApproximate average salary by contribution assumption: employee only about $559,297 at 4% or $372,865 at 6%; with 50% employer match about $372,865 at 4% or $248,576 at 6%; with 100% employer match about $279,648 at 4% or $186,432 at 6%.
2021142$22,390,816$845,381$20,128iApproximate average salary by contribution assumption: employee only about $503,203 at 4% or $335,469 at 6%; with 50% employer match about $335,469 at 4% or $223,646 at 6%; with 100% employer match about $251,601 at 4% or $167,734 at 6%.
Merganser Capital Management LLC 401(K) Plan-42$22,390,816$845,381$20,128iApproximate average salary by contribution assumption: employee only about $503,203 at 4% or $335,469 at 6%; with 50% employer match about $335,469 at 4% or $223,646 at 6%; with 100% employer match about $251,601 at 4% or $167,734 at 6%.
2020137$18,535,697$746,543$20,177iApproximate average salary by contribution assumption: employee only about $504,421 at 4% or $336,281 at 6%; with 50% employer match about $336,281 at 4% or $224,187 at 6%; with 100% employer match about $252,210 at 4% or $168,140 at 6%.
Merganser Capital Management LLC 401(K) Plan-37$18,535,697$746,543$20,177iApproximate average salary by contribution assumption: employee only about $504,421 at 4% or $336,281 at 6%; with 50% employer match about $336,281 at 4% or $224,187 at 6%; with 100% employer match about $252,210 at 4% or $168,140 at 6%.
2019137$16,922,061$662,483$17,905iApproximate average salary by contribution assumption: employee only about $447,624 at 4% or $298,416 at 6%; with 50% employer match about $298,416 at 4% or $198,944 at 6%; with 100% employer match about $223,812 at 4% or $149,208 at 6%.
Merganser Capital Management LLC 401(K) Plan-37$16,922,061$662,483$17,905iApproximate average salary by contribution assumption: employee only about $447,624 at 4% or $298,416 at 6%; with 50% employer match about $298,416 at 4% or $198,944 at 6%; with 100% employer match about $223,812 at 4% or $149,208 at 6%.
2018137$13,502,721$688,390$18,605iApproximate average salary by contribution assumption: employee only about $465,128 at 4% or $310,086 at 6%; with 50% employer match about $310,086 at 4% or $206,724 at 6%; with 100% employer match about $232,564 at 4% or $155,043 at 6%.
Merganser Capital Management LLC 401(K) Plan-37$13,502,721$688,390$18,605iApproximate average salary by contribution assumption: employee only about $465,128 at 4% or $310,086 at 6%; with 50% employer match about $310,086 at 4% or $206,724 at 6%; with 100% employer match about $232,564 at 4% or $155,043 at 6%.
2017139$16,250,286$670,330$17,188iApproximate average salary by contribution assumption: employee only about $429,699 at 4% or $286,466 at 6%; with 50% employer match about $286,466 at 4% or $190,977 at 6%; with 100% employer match about $214,849 at 4% or $143,233 at 6%.
Merganser Capital Management LLC 401(K) Plan-39$16,250,286$670,330$17,188iApproximate average salary by contribution assumption: employee only about $429,699 at 4% or $286,466 at 6%; with 50% employer match about $286,466 at 4% or $190,977 at 6%; with 100% employer match about $214,849 at 4% or $143,233 at 6%.
2016142$13,566,867$816,888$19,450iApproximate average salary by contribution assumption: employee only about $486,243 at 4% or $324,162 at 6%; with 50% employer match about $324,162 at 4% or $216,108 at 6%; with 100% employer match about $243,121 at 4% or $162,081 at 6%.
Merganser Capital Management LLC 401(K) Plan-42$13,566,867$816,888$19,450iApproximate average salary by contribution assumption: employee only about $486,243 at 4% or $324,162 at 6%; with 50% employer match about $324,162 at 4% or $216,108 at 6%; with 100% employer match about $243,121 at 4% or $162,081 at 6%.
2015140$11,786,556$674,420$16,861iApproximate average salary by contribution assumption: employee only about $421,513 at 4% or $281,008 at 6%; with 50% employer match about $281,008 at 4% or $187,339 at 6%; with 100% employer match about $210,756 at 4% or $140,504 at 6%.
Merganser Capital Management LLC 401(K) Plan-40$11,786,556$674,420$16,861iApproximate average salary by contribution assumption: employee only about $421,513 at 4% or $281,008 at 6%; with 50% employer match about $281,008 at 4% or $187,339 at 6%; with 100% employer match about $210,756 at 4% or $140,504 at 6%.
2014137$11,300,028$626,945$16,944iApproximate average salary by contribution assumption: employee only about $423,611 at 4% or $282,408 at 6%; with 50% employer match about $282,408 at 4% or $188,272 at 6%; with 100% employer match about $211,806 at 4% or $141,204 at 6%.
Merganser Capital Management LLC 401(K) Plan-37$11,300,028$626,945$16,944iApproximate average salary by contribution assumption: employee only about $423,611 at 4% or $282,408 at 6%; with 50% employer match about $282,408 at 4% or $188,272 at 6%; with 100% employer match about $211,806 at 4% or $141,204 at 6%.
2013137$9,991,210$550,041$14,866iApproximate average salary by contribution assumption: employee only about $371,649 at 4% or $247,766 at 6%; with 50% employer match about $247,766 at 4% or $165,177 at 6%; with 100% employer match about $185,825 at 4% or $123,883 at 6%.
Merganser Capital Management LLC 401(K) Plan-37$9,991,210$550,041$14,866iApproximate average salary by contribution assumption: employee only about $371,649 at 4% or $247,766 at 6%; with 50% employer match about $247,766 at 4% or $165,177 at 6%; with 100% employer match about $185,825 at 4% or $123,883 at 6%.