401(k) · DOL Form 5500 · 2022

Merz, Incorporated 401(k) Plan

Data updated 2026-08-11

$156M
Total assets
858
Participants
95th
Percentile by assets
$181,643
Avg per participant
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Official DOL plan name: Merz North America 401(k) Plan · Sponsored by Merz, Incorporated · North Carolina · Wholesale Trade

$156M in assets, 858 participants

Merz, Incorporated's Merz North America 401(k) Plan reported $156M in total assets and 858 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 139,126 plans)
  • #6,573 in Wholesale Trade (6,843 peers)

Where Merz North America 401(k) Plan sits by assets

Merz North America 401(k) Plan sits in the top 5% of all filed plans by assets, $156M for 858 participants (~$181,643/participant), down 9.1% in 2022.

$156M
total plan assets (2022 EOY)
858
covered participants
95th
percentile by assets (of 139,126 plans)
$181,643
avg assets per participant

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Merz North America 401(k) Plan sits by total assets

Merz North America 401(k) Plan vs every filed plan by assets

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

$155,849,534 Top 5% higher than 95% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
North Carolina
Industry
Wholesale Trade

Merz North America 401(k) Plan vs the 2022 asset distribution

By assets, Merz North America 401(k) Plan outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$171M
Net Assets (End of Year)$156M
Net Income-$16M
Employer EIN561540459
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Merz, Incorporated)

$100M$150M$200M$250M 202220232024 $156M $237M ▲ +52.1%
Total plan assets by year, all Merz, Incorporated plans on file
Year Plans Participants Total Assets
2022 1 858 $156M
2023 1 1,009 $196M
2024 1 1,059 $237M

Nearby 401(k) Plans in North Carolina

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

Merz North America 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Merz North America 4…, Total assets ($B): 0.155849534 · Participants: 858Merz North America 4…The Bank of America …, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America …Honeywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retireme…, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retireme…Truist Financial Cor…, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Cor…Lowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Merz North America 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Merz North America 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Merz North America 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Merz North America 401(k) Plan assets move in 2022? ▼
Merz North America 401(k) Plan pulled back noticeably - down 9.1% during 2022, from $171M to $156M. Reported net income was -$16M.
How have Merz, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Merz, Incorporated's sponsor-wide assets grew 52.1%, from $156M to $237M.
Where does Merz North America 401(k) Plan rank by assets among Form 5500 filers? ▼
Merz North America 401(k) Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Merz North America 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Archrock 401(k) Plan in TX ($156M, 1,098 participants).

Next read for Merz North America 401(k) Plan

Scale reading

Ways to act on Merz North America 401(k) Plan's numbers.

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 561540459.

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.