401(k) · DOL Form 5500 · 2022

Merit Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
109
Participants Small participant base
28th
Percentile by assets National rank
$12,074
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Merit Auto Group Savings Incentive Plan · Sponsored by Merit Holdings, LLC · Oklahoma · Retail Trade

$1M in assets, 109 participants

Merit Holdings, LLC's Merit Auto Group Savings Incentive Plan reported $1M in total assets and 109 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #3,615 in Retail Trade (9,519 peers)

Coverage in Oklahoma

Merit Auto Group Savings Incentive Plan covers 109 participants in Oklahoma, about 14% of the average Oklahoma filer (state average ~760 per filing). Assets: $1M.

#3,615
in Retail Trade (9,519 peers)
-12.8%
assets change YoY

The plan reported a net loss of $208K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Merit Auto Group Savings Incentive Plan among the smaller filed plans by assets

Merit Auto Group Savings Incentive Plan vs every filed plan by assets

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

$1,316,049 28th percentile higher than 28% 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 Auto Group Savings Incentive Plan 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. Merit Auto Group Savings Incentive Plan sits mid-pack in the medium band (109 participants).

Published 5500 schedule card

Filing strip 464497781 · Merit Holdings, LLC PY 2022 · 401(k)

Merit Auto Group Savings Incentive Plan · $1M · 109 · 28th

  • PART $1M
  • PART 109
  • PART 28th
  • PART 401(k)
  • PART near Elg Palladium Group 401(k) Plan
  • PART ind #3615

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 Retail Trade retirement plans → · Plans in Oklahoma →

Merit Auto Group Savings Incentive Plan in the asset neighbourhood

Merit Auto Group Savings Incentive PlanMerit Auto Group Savings Inc…$1MElg Palladium Group 401(k) PlanElg Palladium Group 401(k) P…$1MLegacy Link 401(k) Plan$1MFirefly Systems 401(k) Plan$1MGms Management Solutions Inc 401(k) Profit Sharing Plan & TrustGms Management Solutions Inc…$1M
End-of-year total assets ($M) among Merit Auto Group Savings Incentive Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oklahoma filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$208K
Employer EIN464497781
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Merit Holdings, LLC)

Sponsor-wide plan assets over time

All Merit Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 31.710217476704894% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M 202220232024 $1.32M $1.73M ▲ +31.1%
Year Plans Participants Total Assets
2022 1 109 $1M
2023 1 104 $2M
2024 1 84 $2M

Nearby 401(k) Plans in Oklahoma

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

Merit Auto Group Savings Incentive Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Merit Auto Group Savings Incentive Plan, Total assets ($B): 0.001316049 · Participants: 109Merit Auto Group Savings Incentive PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 3.683382046 · Participants: 10862Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.385802682 · Participants: 4848The Williams Investment Plus PlanBok Financial 401(k) Plan, Total assets ($B): 0.917245856 · Participants: 4683Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.791750265 · Participants: 1642Devon Energy Corporation Incentive Savings PlanOne Gas, Inc. 401(k) Plan, Total assets ($B): 0.774155 · Participants: 3586One Gas, Inc. 401(k) Plan
Merit Auto Group Savings Incentive Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Merit Auto Group Savings Incentive Plan side-by-side with 3 peers →

Merit Auto Group Savings Incentive Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Elg Palladium Group 401(k) Plan in MO ($1M); by covered participants it is Dyehard Fan Supply 401(k) Profit Sharing Plan in NC (109 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Auto Group Savings Incentive Plan assets move in 2022? ▼
Merit Auto Group Savings Incentive Plan pulled back noticeably - down 12.8% during 2022, from $2M to $1M. Reported net income was -$208K.
How have Merit Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Merit Holdings, LLC's sponsor-wide assets grew 31.7%, from $1M to $2M.
Which 401(k) plans are similar in size to Merit Auto Group Savings Incentive Plan? ▼
Among 401(k) plans in other states, the closest by assets is Elg Palladium Group 401(k) Plan in MO ($1M, 80 participants).
Which 401(k) plans cover a similar participant headcount to Merit Auto Group Savings Incentive Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dyehard Fan Supply 401(k) Profit Sharing Plan in NC (109 participants, N/A 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 464497781.

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.