401(k) · DOL Form 5500 · 2022

Samuel Merritt University 401(k) Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
642
Participants Below avg headcount
91st
Percentile by assets National rank
$116,994
Avg per participant Below avg balance/head
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Official DOL plan name: Samuel Merritt University 403(b) Plan · Sponsored by Samuel Merritt University · California · Educational Services

$75M in assets, 642 participants

Samuel Merritt University's Samuel Merritt University 403(b) Plan reported $75M in total assets and 642 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,361 in Educational Services (4,024 peers)

Where Samuel Merritt University 403(b) Plan sits by assets

Samuel Merritt University 403(b) Plan sits in the top 10% of all filed plans by assets, $75M for 642 participants (~$116,994/participant), down 16.8% in 2022.

#3,361
in Educational Services (4,024 peers)
-16.8%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Samuel Merritt University 403(b) Plan's outsized position by total assets

Samuel Merritt University 403(b) Plan vs every filed plan by assets

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

$75,110,013 Top 9% higher than 91% 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

Samuel Merritt University 403(b) 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. Samuel Merritt University 403(b) Plan sits mid-pack in the medium band (642 participants).

Plan-year Form 5500 strip

Filing strip 942992642 · Samuel Merritt University PY 2022 · 401(k)

Samuel Merritt University 403(b) Plan · $75M · 642 · 91st

  • BOY $75M
  • SCH 642
  • EBSA 91st
  • PART 401(k)
  • TYPE near Boise Cascade Company Retirement Savings Plan
  • NET ind #3361

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 Educational Services retirement plans → · Plans in California →

Samuel Merritt University 403(b) Plan in the asset neighbourhood

Miller, Johnson, Snell & Cummiskey, P.L.C. 401(k) Retirement Savings PlanMiller, Johnson, Snell & Cum…$75MForum Communications Company 401(k) PlanForum Communications Company…$75MHearst Television Inc. Union Employee Savings PlanHearst Television Inc. Union…$75MSamuel Merritt University 403(b) PlanSamuel Merritt University 40…$75MBoise Cascade Company Retirement Savings PlanBoise Cascade Company Retire…$75M
End-of-year total assets ($M) among Samuel Merritt University 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$90M
Net Assets (End of Year)$75M
Net Income-$15M
Employer EIN942992642
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Samuel Merritt University)

Sponsor-wide plan assets over time

All Samuel Merritt University plans reported in each filing year

Latest sponsor-wide plan assets
$101M 34.736950451599576% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $75.1M $101M ▲ +34.7%
Year Plans Participants Total Assets
2022 1 642 $75M
2023 1 673 $90M
2024 1 711 $101M

Nearby 401(k) Plans in California

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

Samuel Merritt University 403(b) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Samuel Merritt University 403(b) Plan, Total assets ($B): 0.075110013 · Participants: 642Samuel Merritt University 403(b) 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
Samuel Merritt University 403(b) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Samuel Merritt University 403(b) Plan side-by-side with 3 peers →

Samuel Merritt University 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Boise Cascade Company Retirement Savings Plan in ID ($75M); by covered participants it is Odle Management Group, LLC 401(k) Profit Sharing Plan in AZ (642 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (642 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 Samuel Merritt University 403(b) Plan assets move in 2022? ▼
Samuel Merritt University 403(b) Plan declined sharply - down 16.8% during 2022, from $90M to $75M. Reported net income was -$15M.
How have Samuel Merritt University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Samuel Merritt University's sponsor-wide assets grew 34.7%, from $75M to $101M.
Where does Samuel Merritt University 403(b) Plan rank by assets among Form 5500 filers? ▼
Samuel Merritt University 403(b) Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Samuel Merritt University 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Boise Cascade Company Retirement Savings Plan in ID ($75M, 1,280 participants).
Which 401(k) plans cover a similar participant headcount to Samuel Merritt University 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Odle Management Group, LLC 401(k) Profit Sharing Plan in AZ (642 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 942992642.

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.