401(k) · DOL Form 5500 · 2022

Merit Capital Partners IV, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
16
Participants Small participant base
76th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Merit Capital Partners 401(k) Profit Sharing Plan · Sponsored by Merit Capital Partners IV, LLC · Illinois · Finance & Insurance

$19M in assets, 16 participants

Merit Capital Partners IV, LLC's Merit Capital Partners 401(k) Profit Sharing Plan reported $19M in total assets and 16 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,795 in Finance & Insurance (9,261 peers)

Where Merit Capital Partners 401(k) Profit Sharing Plan sits by assets

Merit Capital Partners 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $19M for 16 participants (~$1.2M/participant), down 13.1% in 2022.

#5,795
in Finance & Insurance (9,261 peers)
-13.1%
assets change YoY
0.2×
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.

Merit Capital Partners 401(k) Profit Sharing Plan's outsized position by total assets

Merit Capital Partners 401(k) Profit Sharing Plan vs every filed plan by assets

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

$18,795,862 Top 24% higher than 76% 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 Capital Partners 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Merit Capital Partners 401(k) Profit Sharing Plan is a small filing (16 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 200498651 · Merit Capital Partners IV, LLC PY 2022 · 401(k)

Merit Capital Partners 401(k) Profit Sharing Plan · $19M · 16 · 76th

  • SCH $19M
  • EBSA 16
  • PART 76th
  • TYPE 401(k)
  • NET near Cdchc 401(k) Plan
  • BOOK ind #5795

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 Illinois →

Merit Capital Partners 401(k) Profit Sharing Plan in the asset neighbourhood

Merit Capital Partners 401(k) Profit Sharing PlanMerit Capital Partners 401(k…$19MCdchc 401(k) Plan$19MBank of the Pacific 401(k) PlanBank of the Pacific 401(k) P…$19MUnico Group, Inc. 401(k) Profit Sharing PlanUnico Group, Inc. 401(k) Pro…$19MNational Distribution & Contracting, Inc. 401(k) Profit Sharing PlanNational Distribution & Cont…$19M
End-of-year total assets ($M) among Merit Capital Partners 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$19M
Net Income-$3M
Employer EIN200498651
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Merit Capital Partners IV, LLC)

Sponsor-wide plan assets over time

All Merit Capital Partners IV, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$29M 52.52614112616916% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.8M $28.7M ▲ +52.5%
Year Plans Participants Total Assets
2022 1 16 $19M
2023 1 18 $24M
2024 1 20 $29M

Nearby 401(k) Plans in Illinois

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

Merit Capital Partners 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Merit Capital Partners 401(k) Profit Sharing Plan, Total assets ($B): 0.018795862 · Participants: 16Merit Capital Partners 401(k) Profit Sharing PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Merit Capital Partners 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Merit Capital Partners 401(k) Profit Sharing Plan side-by-side with 3 peers →

Merit Capital Partners 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Cdchc 401(k) Plan in WA ($19M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Capital Partners 401(k) Profit Sharing Plan assets move in 2022? ▼
Merit Capital Partners 401(k) Profit Sharing Plan pulled back noticeably - down 13.1% during 2022, from $22M to $19M. Reported net income was -$3M.
How have Merit Capital Partners IV, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Merit Capital Partners IV, LLC's sponsor-wide assets grew 52.5%, from $19M to $29M.
Where does Merit Capital Partners 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Merit Capital Partners 401(k) Profit Sharing Plan ranks in the 76th 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 Merit Capital Partners 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cdchc 401(k) Plan in WA ($19M, 265 participants).
Which 401(k) plans cover a similar participant headcount to Merit Capital Partners 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants, $2M 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 200498651.

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.