401(k) · DOL Form 5500 · 2022

Merk Investments LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
33rd
Percentile by assets National rank
$264,260
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Merk Investments LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Merk Investments LLC · California · Finance & Insurance

$2M in assets, 7 participants

Merk Investments LLC's Merk Investments LLC 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,034 in Finance & Insurance (9,261 peers)

Merk Investments LLC multi-year trail

Merk Investments LLC's plans moved +83.5% in assets from 2022 to 2024; this filing shows Merk Investments LLC 401(k) Profit Sharing Plan & Trust at $2M / 7 participants.

#2,034
in Finance & Insurance (9,261 peers)
-16.6%
assets change YoY

The plan reported a net loss of $369K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Merk Investments LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Merk Investments LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,849,821 33rd percentile higher than 33% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Merk Investments LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Merk Investments LLC 401(k) Profit Sharing Plan & Trust is a micro filing (7 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 043540079 · Merk Investments LLC PY 2022 · 401(k)

Merk Investments LLC 401(k) Profit Sharing Plan & Trust · $2M · 7 · 33rd

  • RANK $2M
  • RANK 7
  • RANK 33rd
  • RANK 401(k)
  • RANK near First Charter Financial Corporation Profit Sharing Plan
  • RANK ind #2034

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in California →

Merk Investments LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Merk Investments LLC 401(k) Profit Sharing Plan & TrustMerk Investments LLC 401(k) …$2MFirst Charter Financial Corporation Profit Sharing PlanFirst Charter Financial Corp…$2MCommercial Interior Systems Inc. 401(k) Profit Sharing Plan and TrustCommercial Interior Systems …$2MSeneca Resources 401(k) Plan$2MGroome Holdings, LLC 401(k) PlanGroome Holdings, LLC 401(k) …$2M
End-of-year total assets ($M) among Merk Investments LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Merk Investments LLC multi-year asset trail

Sponsor-wide plan assets over time

All Merk Investments LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 83.47321173237843% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M$4M 202220232024 $1.85M $3.39M ▲ +83.2%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 7 $2M
2024 1 7 $3M

Merk Investments LLC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$369K
Employer EIN043540079
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Merk Investments LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Merk Investments LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001849821 · Participants: 7Merk Investments LLC 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Merk Investments LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Merk Investments LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Merk Investments LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is First Charter Financial Corporation Profit Sharing Plan in FL ($2M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Merk Investments LLC 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Merk Investments LLC 401(k) Profit Sharing Plan & Trust declined sharply - down 16.6% during 2022, from $2M to $2M. Reported net income was -$369K.
How have Merk Investments LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Merk Investments LLC's sponsor-wide assets grew 83.5%, from $2M to $3M.
Which 401(k) plans are similar in size to Merk Investments LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is First Charter Financial Corporation Profit Sharing Plan in FL ($2M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Merk Investments LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (7 participants, $67K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 043540079.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.