401(k) · DOL Form 5500 · 2022

Merrill Gardens, LLC 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
2,865
Participants Above avg headcount
85th
Percentile by assets National rank
$12,196
Avg per participant Low balance/head
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Official DOL plan name: R.D. Merrill Companies 401(k) Plan · Sponsored by Merrill Gardens, LLC · Washington · Healthcare & Social Assistance

$35M in assets, 2,865 participants

Merrill Gardens, LLC's R.D. Merrill Companies 401(k) Plan reported $35M in total assets and 2,865 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,443 in Healthcare & Social Assistance (20,060 peers)

Where R.D. Merrill Companies 401(k) Plan sits by assets

R.D. Merrill Companies 401(k) Plan sits in the top quartile of all filed plans by assets, $35M for 2,865 participants (~$12,196/participant), down 8.6% in 2022.

#17,443
in Healthcare & Social Assistance (20,060 peers)
-8.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

R.D. Merrill Companies 401(k) Plan's outsized position by total assets

R.D. Merrill Companies 401(k) Plan vs every filed plan by assets

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

$34,942,173 Top 15% higher than 85% 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

R.D. Merrill Companies 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R.D. Merrill Companies 401(k) Plan lands in the large band (2,865 participants).

EBSA filing schedule strip

Filing strip 911738695 · Merrill Gardens, LLC PY 2022 · 401(k)

R.D. Merrill Companies 401(k) Plan · $35M · 2,865 · 85th

  • EBSA $35M
  • EBSA 2,865
  • EBSA 85th
  • EBSA 401(k)
  • EBSA near Dean Dorton Allen Ford, PLLC Retirement Plan
  • EBSA ind #17443

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 Healthcare & Social Assistance retirement plans → · Plans in Washington →

R.D. Merrill Companies 401(k) Plan in the asset neighbourhood

Korman Communities 401(k) PlanKorman Communities 401(k) Pl…$35MR.D. Merrill Companies 401(k) PlanR.D. Merrill Companies 401(k…$35MDean Dorton Allen Ford, PLLC Retirement PlanDean Dorton Allen Ford, PLLC…$35MMaplewood Toyota, Inver Grove Honda & Inver Grove Toyota 401(k) PlanMaplewood Toyota, Inver Grov…$35MSelco Community Credit Union Retirement Contribution PlanSelco Community Credit Union…$35M
End-of-year total assets ($M) among R.D. Merrill Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$35M
Net Income-$3M
Employer EIN911738695
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Merrill Gardens, LLC)

Sponsor-wide plan assets over time

All Merrill Gardens, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$50M 44.236232818147855% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $34.9M $50.4M ▲ +44.2%
Year Plans Participants Total Assets
2022 1 2,865 $35M
2023 1 2,660 $43M
2024 1 2,898 $50M

Nearby 401(k) Plans in Washington

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

R.D. Merrill Companies 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants R.D. Merrill Companies 401(k) Plan, Total assets ($B): 0.034942173 · Participants: 2865R.D. Merrill Companies 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
R.D. Merrill Companies 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare R.D. Merrill Companies 401(k) Plan side-by-side with 3 peers →

R.D. Merrill Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Dean Dorton Allen Ford, PLLC Retirement Plan in KY ($35M); by covered participants it is Brfhh Retirement Plan in LA (2,865 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,865 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 R.D. Merrill Companies 401(k) Plan assets move in 2022? ▼
R.D. Merrill Companies 401(k) Plan pulled back noticeably - down 8.6% during 2022, from $38M to $35M. Reported net income was -$3M.
How have Merrill Gardens, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Merrill Gardens, LLC's sponsor-wide assets grew 44.2%, from $35M to $50M.
Where does R.D. Merrill Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
R.D. Merrill Companies 401(k) Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to R.D. Merrill Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dean Dorton Allen Ford, PLLC Retirement Plan in KY ($35M, 321 participants).
Which 401(k) plans cover a similar participant headcount to R.D. Merrill Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brfhh Retirement Plan in LA (2,865 participants, $119M 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 911738695.

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.