401(k) · DOL Form 5500 · 2022

Merlone Geier Management, LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
118
Participants Small participant base
82nd
Percentile by assets National rank
$237,941
Avg per participant Above avg balance/head
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Official DOL plan name: Merlone Geier Management, LLC 401(k) Plan · Sponsored by Merlone Geier Management, LLC · California · Real Estate

$28M in assets, 118 participants

Merlone Geier Management, LLC's Merlone Geier Management, LLC 401(k) Plan reported $28M in total assets and 118 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #4,655 in Real Estate (5,057 peers)

Coverage in California

Merlone Geier Management, LLC 401(k) Plan covers 118 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $28M.

#4,655
in Real Estate (5,057 peers)
-26.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Merlone Geier Management, LLC 401(k) Plan's outsized position by total assets

Merlone Geier Management, LLC 401(k) Plan vs every filed plan by assets

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

$28,077,049 Top 18% higher than 82% 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

Merlone Geier Management, LLC 401(k) 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. Merlone Geier Management, LLC 401(k) Plan sits mid-pack in the medium band (118 participants).

DOL schedule card

Filing strip 943285977 · Merlone Geier Management, LLC PY 2022 · 401(k)

Merlone Geier Management, LLC 401(k) Plan · $28M · 118 · 82nd

  • EIN $28M
  • EIN 118
  • EIN 82nd
  • EIN 401(k)
  • EIN near Jazz Basketball Investors LLC 401(k) Plan
  • EIN ind #4655

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 Real Estate retirement plans → · Plans in California →

Merlone Geier Management, LLC 401(k) Plan in the asset neighbourhood

Merlone Geier Management, LLC 401(k) PlanMerlone Geier Management, LL…$28MJazz Basketball Investors LLC 401(k) PlanJazz Basketball Investors LL…$28MMypath 401(k) Retirement Plan$28MEnvironmental Control, Inc. 401(k) Profit Sharing PlanEnvironmental Control, Inc. …$28MPlanes Moving & Storage, Inc. 401(k) Tax Deferred Savings PlanPlanes Moving & Storage, Inc…$28M
End-of-year total assets ($M) among Merlone Geier Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$28M
Net Income-$10M
Employer EIN943285977
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Merlone Geier Management, LLC)

Sponsor-wide plan assets over time

All Merlone Geier Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$38M 36.24669743604465% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.1M $38.3M ▲ +36.2%
Year Plans Participants Total Assets
2022 1 118 $28M
2023 1 90 $34M
2024 1 82 $38M

Nearby 401(k) Plans in California

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

Merlone Geier Management, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Merlone Geier Management, LLC 401(k) Plan, Total assets ($B): 0.028077049 · Participants: 118Merlone Geier Management, LLC 401(k) PlanWells 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
Merlone Geier Management, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Merlone Geier Management, LLC 401(k) Plan side-by-side with 3 peers →

Merlone Geier Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Jazz Basketball Investors LLC 401(k) Plan in UT ($28M); by covered participants it is Lumbee Tribe Enterprises, LLC 401(k) Plan in NC (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Merlone Geier Management, LLC 401(k) Plan assets move in 2022? ▼
Merlone Geier Management, LLC 401(k) Plan declined sharply - down 26.0% during 2022, from $38M to $28M. Reported net income was -$10M.
How have Merlone Geier Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Merlone Geier Management, LLC's sponsor-wide assets grew 36.2%, from $28M to $38M.
Where does Merlone Geier Management, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Merlone Geier Management, LLC 401(k) Plan ranks in the 82nd 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 Merlone Geier Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jazz Basketball Investors LLC 401(k) Plan in UT ($28M, 400 participants).
Which 401(k) plans cover a similar participant headcount to Merlone Geier Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lumbee Tribe Enterprises, LLC 401(k) Plan in NC (118 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 943285977.

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.