401(k) · DOL Form 5500 · 2022

Merrick & Company 401(k) Plan

Data updated 2026-08-11

$141M
Total assets
710
Participants
94th
Percentile by assets
$199,006
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Merrick & Company 401(k) and ESOP · Sponsored by Merrick & Company · Colorado · Professional & Technical Services

$141M in assets, 710 participants

Merrick & Company's Merrick & Company 401(k) and ESOP reported $141M in total assets and 710 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 139,126 plans)
  • #20,590 in Professional & Technical Services (21,562 peers)

Where Merrick & Company 401(k) and ESOP sits by assets

Merrick & Company 401(k) and ESOP sits in the top 10% of all filed plans by assets, $141M for 710 participants (~$199,006/participant), up 4.6% in 2022.

$141M
total plan assets (2022 EOY)
710
covered participants
94th
percentile by assets (of 139,126 plans)
$199,006
avg assets per participant

Where Merrick & Company 401(k) and ESOP sits by total assets

Merrick & Company 401(k) and ESOP vs every filed plan by assets

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

$141,293,954 Top 6% higher than 94% 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

Merrick & Company 401(k) and ESOP vs the 2022 asset distribution

By assets, Merrick & Company 401(k) and ESOP outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$135M
Net Assets (End of Year)$141M
Net Income$6M
Employer EIN840499702
Plan Effective Date1983-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Merrick & Company)

$120M$140M$160M$180M$200M$220M 202220232024 $141M $208M ▲ +47.1%
Total plan assets by year, all Merrick & Company plans on file
Year Plans Participants Total Assets
2022 1 710 $141M
2023 1 879 $183M
2024 1 962 $208M

Nearby 401(k) Plans in Colorado

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

Merrick & Company 401(k) and ESOP vs. nearby 401(k) plans in Colorado, assets vs. participants

Merrick & Company 401(k) and ESOP vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 0123 Total assets ($B) Participants Merrick & Company 40…Davita Retirement Sa…Ball Corporation 401…Scl Health 401(k) Re…Woodward Retirement …Empower Retirement, …
Merrick & Company 401(k) and ESOP vs. nearby 401(k) plans in Colorado, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Merrick & Company 401(k) and ESOP by total assets, not by location.

Frequently Asked Questions

How did Merrick & Company 401(k) and ESOP assets move in 2022?
Merrick & Company 401(k) and ESOP edged up modestly - up 4.6% during 2022, from $135M to $141M. Reported net income was $6M.
How have Merrick & Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Merrick & Company's sponsor-wide assets grew 47.1%, from $141M to $208M.
Where does Merrick & Company 401(k) and ESOP rank by assets among Form 5500 filers?
Merrick & Company 401(k) and ESOP ranks in the 94th 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 Merrick & Company 401(k) and ESOP?
Among 401(k) plans in other states, the closest by assets is Southland Industries Employees' 401(k) Plan in CA ($141M, 821 participants).

Scale reading

Ways to act on Merrick & Company 401(k) and ESOP's numbers.