401(k) · DOL Form 5500 · 2022
Merck & Co., Inc. 401(k) Plan
Data updated 2026-08-25
- $463M
- Total assets Above avg plan size
- 2,680
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $172,901
- Avg per participant Above avg balance/head
Official DOL plan name: Msd Employee Stock Purchase & Savings Plan · Sponsored by Merck & Co., Inc. · New Jersey · Manufacturing
$463M in assets, 2,680 participants
Merck & Co., Inc.'s Msd Employee Stock Purchase & Savings Plan reported $463M in total assets and 2,680 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #19,820 in Manufacturing (20,602 peers)
Coverage in New Jersey
Msd Employee Stock Purchase & Savings Plan covers 2,680 participants in New Jersey, 3.2x the typical New Jersey plan (state average ~844 per filing). Assets: $463M.
- #19,820
- in Manufacturing (20,602 peers)
- -14.3%
- assets change YoY
- 4.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $77M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Msd Employee Stock Purchase & Savings Plan's outsized position by total assets
Msd Employee Stock Purchase & Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$463,374,837 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Msd Employee Stock Purchase & Savings 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. Msd Employee Stock Purchase & Savings Plan lands in the large band (2,680 participants).
DOL schedule card
Filing strip 221918501 · Merck & Co., Inc. PY 2022 · 401(k)
Msd Employee Stock Purchase & Savings Plan · $463M · 2,680 · 98th
- NET $463M
- NET 2,680
- NET 98th
- NET 401(k)
- NET near Sheet Metal Local 10 Supplemental Retirement Fund
- NET ind #19820
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 Manufacturing retirement plans → · Plans in New Jersey →
Msd Employee Stock Purchase & Savings Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $540M |
|---|---|
| Net Assets (End of Year) | $463M |
| Net Income | -$77M |
| Employer EIN | 221918501 |
| Plan Effective Date | 1983-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Merck & Co., Inc.)
Sponsor-wide plan assets over time
All Merck & Co., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $26.3B 18.13047230036898% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 55,803 | $22.2B |
| 2023 | 4 | 57,497 | $24.8B |
| 2024 | 4 | 59,874 | $26.3B |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $36.8B · 168,280
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
Msd Employee Stock Purchase & Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Sheet Metal Local 10 Supplemental Retirement Fund in MN ($463M); by covered participants it is Rheem Defined Contribution Plan in GA (2,680 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($463M here).
- Sheet Metal Local 10 Supplemental Retirement Fund (MN) $463M · 4,781
- Domtar US Hourly 401(k) Plan () $463M · 2,367
- Take-Two Interactive Software, Inc. 401(k) Plan (NY) $464M · 3,247
- D. E. Shaw & Co. 401(k) Plan (NY) $464M · 974
Similar participant headcount
Nearest other-state filings by covered participants (2,680 participants); asset peers above are excluded.
- Rheem Defined Contribution Plan (GA) 2,680 · 0 off
- Rogers Group, Inc.& Affiliates Retirement Savings Plan (TN) 2,680 · 0 off
- Premium Transportation Group, Inc. 401(k) Plan (OH) 2,681 · 1 off
- Townebank Stock and Savings Plan (VA) 2,678 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.