401(k) · DOL Form 5500 · 2022

Merit Energy Company, LLC 401(k) Plan

Data updated 2026-08-25

$183M
Total assets Near avg plan size
814
Participants Near avg headcount
95th
Percentile by assets National rank
$225,103
Avg per participant Above avg balance/head
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Official DOL plan name: Merit Energy Company Savings Trust · Sponsored by Merit Energy Company, LLC · Texas · Mining & Oil Extraction

$183M in assets, 814 participants

Merit Energy Company, LLC's Merit Energy Company Savings Trust reported $183M in total assets and 814 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #815 in Mining & Oil Extraction (892 peers)

Where Merit Energy Company Savings Trust sits by assets

Merit Energy Company Savings Trust sits in the top 5% of all filed plans by assets, $183M for 814 participants (~$225,103/participant), down 15.4% in 2022.

#815
in Mining & Oil Extraction (892 peers)
-15.4%
assets change YoY
1.8×
vs typical plan assets (national mean)

The plan reported a net loss of $33M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Merit Energy Company Savings Trust's outsized position by total assets

Merit Energy Company Savings Trust vs every filed plan by assets

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

$183,233,435 Top 5% higher than 95% 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

Merit Energy Company Savings Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Merit Energy Company Savings Trust sits mid-pack in the medium band (814 participants).

DOL schedule card

Filing strip 752280562 · Merit Energy Company, LLC PY 2022 · 401(k)

Merit Energy Company Savings Trust · $183M · 814 · 95th

  • EOY $183M
  • 5500 814
  • ASSETS 95th
  • PCT 401(k)
  • EIN near Mto 401(k) Profit Sharing Plan
  • RANK ind #815

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 Mining & Oil Extraction retirement plans → · Plans in Texas →

Merit Energy Company Savings Trust in the asset neighbourhood

Gatx Corporation Salaried Employees Retirement Savings PlanGatx Corporation Salaried Em…$183MMerit Energy Company Savings TrustMerit Energy Company Savings…$183MMto 401(k) Profit Sharing PlanMto 401(k) Profit Sharing Pl…$183MChipotle Mexican Grill, Inc. 401(k) PlanChipotle Mexican Grill, Inc.…$183MSouthern Graphics Inc. Savings PlanSouthern Graphics Inc. Savin…$183M
End-of-year total assets ($M) among Merit Energy Company Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$216M
Net Assets (End of Year)$183M
Net Income-$33M
Employer EIN752280562
Plan Effective Date1990-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Merit Energy Company, LLC)

Sponsor-wide plan assets over time

All Merit Energy Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$277M 51.34211668301694% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $183M $277M ▲ +51.3%
Year Plans Participants Total Assets
2022 1 814 $183M
2023 1 807 $233M
2024 1 847 $277M

Nearby 401(k) Plans in Texas

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

Merit Energy Company Savings Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Merit Energy Company Savings Trust, Total assets ($B): 0.183233435 · Participants: 814Merit Energy Company Savings TrustAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Merit Energy Company Savings Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Merit Energy Company Savings Trust side-by-side with 3 peers →

Merit Energy Company Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Mto 401(k) Profit Sharing Plan in CA ($183M); by covered participants it is Bowl New England, Inc. 401(k) Profit Sharing Plan in VT (814 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($183M here).

Similar participant headcount

Nearest other-state filings by covered participants (814 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 Merit Energy Company Savings Trust assets move in 2022? ▼
Merit Energy Company Savings Trust declined sharply - down 15.4% during 2022, from $216M to $183M. Reported net income was -$33M.
How have Merit Energy Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Merit Energy Company, LLC's sponsor-wide assets grew 51.3%, from $183M to $277M.
Where does Merit Energy Company Savings Trust rank by assets among Form 5500 filers? ▼
Merit Energy Company Savings Trust ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Merit Energy Company Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is Mto 401(k) Profit Sharing Plan in CA ($183M, 444 participants).
Which 401(k) plans cover a similar participant headcount to Merit Energy Company Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Bowl New England, Inc. 401(k) Profit Sharing Plan in VT (814 participants, $7M 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 752280562.

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.