401(k) · DOL Form 5500 · 2022

Merrill Farms, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
172
Participants Small participant base
68th
Percentile by assets National rank
$66,865
Avg per participant Below avg balance/head
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Official DOL plan name: Merrill Farms, LLC Retirement Plan & Trust · Sponsored by Merrill Farms, LLC · California · Agriculture, Forestry & Fishing

$12M in assets, 172 participants

Merrill Farms, LLC's Merrill Farms, LLC Retirement Plan & Trust reported $12M in total assets and 172 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #1,137 in Agriculture, Forestry & Fishing (1,523 peers)

Coverage in California

Merrill Farms, LLC Retirement Plan & Trust covers 172 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $12M.

#1,137
in Agriculture, Forestry & Fishing (1,523 peers)
-15.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Merrill Farms, LLC Retirement Plan & Trust's outsized position by total assets

Merrill Farms, LLC Retirement Plan & Trust vs every filed plan by assets

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

$11,500,783 Top 32% higher than 68% 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

Merrill Farms, LLC Retirement Plan & 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. Merrill Farms, LLC Retirement Plan & Trust sits mid-pack in the medium band (172 participants).

Published 5500 schedule card

Filing strip 770545932 · Merrill Farms, LLC PY 2022 · 401(k)

Merrill Farms, LLC Retirement Plan & Trust · $12M · 172 · 68th

  • RANK $12M
  • PHOTO 172
  • IND 68th
  • EOY 401(k)
  • 5500 near The Causeway Family of Auto Dealerships Profit Sharing 401(k) Plan
  • ASSETS ind #1137

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 Agriculture, Forestry & Fishing retirement plans → · Plans in California →

Merrill Farms, LLC Retirement Plan & Trust in the asset neighbourhood

Merrill Farms, LLC Retirement Plan & TrustMerrill Farms, LLC Retiremen…$12MThe Causeway Family of Auto Dealerships Profit Sharing 401(k) PlanThe Causeway Family of Auto …$12MStella & Chewy's LLC 401(k) PlanStella & Chewy's LLC 401(k) …$12MIntelgica 401(k) Plan$12MPegasus Residential, LLC 401(k) PlanPegasus Residential, LLC 401…$11M
End-of-year total assets ($M) among Merrill Farms, LLC Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN770545932
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Merrill Farms, LLC)

Sponsor-wide plan assets over time

All Merrill Farms, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 45.816445715043926% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.5M $16.8M ▲ +45.8%
Year Plans Participants Total Assets
2022 1 172 $12M
2023 1 164 $14M
2024 1 219 $17M

Nearby 401(k) Plans in California

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

Merrill Farms, LLC Retirement Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Merrill Farms, LLC Retirement Plan & Trust, Total assets ($B): 0.011500783 · Participants: 172Merrill Farms, LLC Retirement 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
Merrill Farms, LLC Retirement Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Merrill Farms, LLC Retirement Plan & Trust side-by-side with 3 peers →

Merrill Farms, LLC Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Causeway Family of Auto Dealerships Profit Sharing 401(k) Plan in NJ ($12M); by covered participants it is Diverse Staffing Services, Inc. Retirement Readiness 401(k) Plan in IN (172 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (172 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 Merrill Farms, LLC Retirement Plan & Trust assets move in 2022? ▼
Merrill Farms, LLC Retirement Plan & Trust declined sharply - down 15.5% during 2022, from $14M to $12M. Reported net income was -$2M.
How have Merrill Farms, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Merrill Farms, LLC's sponsor-wide assets grew 45.8%, from $12M to $17M.
Which 401(k) plans are similar in size to Merrill Farms, LLC Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Causeway Family of Auto Dealerships Profit Sharing 401(k) Plan in NJ ($12M, 172 participants).
Which 401(k) plans cover a similar participant headcount to Merrill Farms, LLC Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Diverse Staffing Services, Inc. Retirement Readiness 401(k) Plan in IN (172 participants, $1M 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 770545932.

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.