401(k) · DOL Form 5500 · 2022

Merz, Incorporated 401(k) Plan

Data updated 2026-08-25

$156M
Total assets Near avg plan size
858
Participants Near avg headcount
95th
Percentile by assets National rank
$181,643
Avg per participant Above avg balance/head
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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.

  • #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.

#6,573
in Wholesale Trade (6,843 peers)
-9.1%
assets change YoY
1.6×
vs typical plan assets (national mean)

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.

Merz North America 401(k) Plan's outsized position 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 $2,050,000,000 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

Merz North America 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. Merz North America 401(k) Plan sits mid-pack in the medium band (858 participants).

Published 5500 schedule card

Filing strip 561540459 · Merz, Incorporated PY 2022 · 401(k)

Merz North America 401(k) Plan · $156M · 858 · 95th

  • PART $156M
  • PART 858
  • PART 95th
  • PART 401(k)
  • PART near Archrock 401(k) Plan
  • PART ind #6573

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Merz North America 401(k) Plan in the asset neighbourhood

The Dayton Power and Light Company Employee Savings PlanThe Dayton Power and Light C…$156MArchrock 401(k) Plan$156MInstant Brands Retirement Income PlanInstant Brands Retirement In…$156MMerz North America 401(k) PlanMerz North America 401(k) Pl…$156MSalina Regional Health Center 401(k) PlanSalina Regional Health Cente…$156M
End-of-year total assets ($M) among Merz North America 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Merz, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$237M 52.06434110993236% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $156M $237M ▲ +52.1%
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 ($B) Participants Merz North America 401(k) Plan, Total assets ($B): 0.155849534 · Participants: 858Merz North America 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 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 →

Merz North America 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Archrock 401(k) Plan in TX ($156M); by covered participants it is Jim Brown Chevrolet, Inc. Dba Classic Chevrolet 401(k) Plan in OH (858 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($156M here).

Similar participant headcount

Nearest other-state filings by covered participants (858 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 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).
Which 401(k) plans cover a similar participant headcount to Merz North America 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jim Brown Chevrolet, Inc. Dba Classic Chevrolet 401(k) Plan in OH (858 participants, $54M 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 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.