401(k) · DOL Form 5500 · 2022

Merced Capital, L.P. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
27
Participants Small participant base
79th
Percentile by assets National rank
$823,727
Avg per participant High balance/head
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Official DOL plan name: Merced Capital, L.P. Retirement Savings Plan & Trust · Sponsored by Merced Capital, L.P. · Minnesota · Finance & Insurance

$22M in assets, 27 participants

Merced Capital, L.P.'s Merced Capital, L.P. Retirement Savings Plan & Trust reported $22M in total assets and 27 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,115 in Finance & Insurance (9,261 peers)

Where Merced Capital, L.P. Retirement Savings Plan & Trust sits by assets

Merced Capital, L.P. Retirement Savings Plan & Trust sits in the top quartile of all filed plans by assets, $22M for 27 participants (~$823,727/participant), down 32.2% in 2022.

#6,115
in Finance & Insurance (9,261 peers)
-32.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Merced Capital, L.P. Retirement Savings Plan & Trust's outsized position by total assets

Merced Capital, L.P. Retirement Savings Plan & Trust vs every filed plan by assets

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

$22,240,636 Top 21% higher than 79% 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

Merced Capital, L.P. Retirement Savings Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Merced Capital, L.P. Retirement Savings Plan & Trust is a small filing (27 participants) on this national headcount ladder.

DOL schedule card

Filing strip 411625820 · Merced Capital, L.P. PY 2022 · 401(k)

Merced Capital, L.P. Retirement Savings Plan & Trust · $22M · 27 · 79th

  • ASSETS $22M
  • ASSETS 27
  • ASSETS 79th
  • ASSETS 401(k)
  • ASSETS near Tiax LLC 401(k) Plan
  • ASSETS ind #6115

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 Minnesota →

Merced Capital, L.P. Retirement Savings Plan & Trust in the asset neighbourhood

Merced Capital, L.P. Retirement Savings Plan & TrustMerced Capital, L.P. Retirem…$22MTiax LLC 401(k) Plan$22MSterling Bank & Trust 401(k) PlanSterling Bank & Trust 401(k)…$22MControl Air & Affiliates 401(k) PlanControl Air & Affiliates 401…$22MCpl Pacific 401(k) Savings PlanCpl Pacific 401(k) Savings P…$22M
End-of-year total assets ($M) among Merced Capital, L.P. Retirement Savings Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$22M
Net Income-$11M
Employer EIN411625820
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Merced Capital, L.P. Retirement Savings Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Merced Capital, L.P. Retirement Savings Plan & Trust, Total assets ($B): 0.022240636 · Participants: 27Merced Capital, L.P. Retirement Savings Plan & TrustUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Merced Capital, L.P. Retirement Savings Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Merced Capital, L.P. Retirement Savings Plan & Trust side-by-side with 3 peers →

Merced Capital, L.P. Retirement Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Tiax LLC 401(k) Plan in MA ($22M); by covered participants it is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (27 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Merced Capital, L.P. Retirement Savings Plan & Trust assets move in 2022? ▼
Merced Capital, L.P. Retirement Savings Plan & Trust contracted severely - down 32.2% during 2022, from $33M to $22M. Reported net income was -$11M.
Where does Merced Capital, L.P. Retirement Savings Plan & Trust rank by assets among Form 5500 filers? ▼
Merced Capital, L.P. Retirement Savings Plan & Trust ranks in the 79th 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 Merced Capital, L.P. Retirement Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Tiax LLC 401(k) Plan in MA ($22M, 61 participants).
Which 401(k) plans cover a similar participant headcount to Merced Capital, L.P. Retirement Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (27 participants, $6M 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 411625820.

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.