401(k) · DOL Form 5500 · 2022

Merrick & Company 401(k) Plan

Data updated 2026-08-25

$141M
Total assets Near avg plan size
710
Participants Below avg headcount
94th
Percentile by assets National rank
$199,006
Avg per participant Above avg balance/head
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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.

  • #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.

#20,590
in Professional & Technical Services (21,562 peers)
+4.6%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Merrick & Company 401(k) and ESOP's outsized position 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 $2,050,000,000 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

Merrick & Company 401(k) and ESOP 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. Merrick & Company 401(k) and ESOP sits mid-pack in the medium band (710 participants).

Published 5500 schedule card

Filing strip 840499702 · Merrick & Company PY 2022 · 401(k)

Merrick & Company 401(k) and ESOP · $141M · 710 · 94th

  • BOOK $141M
  • BOOK 710
  • BOOK 94th
  • BOOK 401(k)
  • BOOK near Southland Industries Employees' 401(k) Plan
  • BOOK ind #20590

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 Professional & Technical Services retirement plans → · Plans in Colorado →

Merrick & Company 401(k) and ESOP in the asset neighbourhood

Niagara Water Retirement Plan$141MMerrick & Company 401(k) and ESOPMerrick & Company 401(k) and…$141MSouthland Industries Employees' 401(k) PlanSouthland Industries Employe…$141MEmpower Ai 401(k) Profit Sharing PlanEmpower Ai 401(k) Profit Sha…$141MG-III Apparel Group, Ltd. 401(k) PlanG-III Apparel Group, Ltd. 40…$141M
End-of-year total assets ($M) among Merrick & Company 401(k) and ESOP and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Merrick & Company plans reported in each filing year

Latest sponsor-wide plan assets
$208M 47.067234030410106% vs 2022
2024 filing year
$120M$140M$160M$180M$200M$220M 202220232024 $141M $208M ▲ +47.1%
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 Scatter plot of 6 data points. -200000200004000060000 0123 Total assets ($B) Participants Merrick & Company 401(k) and ESOP, Total assets ($B): 0.141293954 · Participants: 710Merrick & Company 401(k) and ESOPDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Merrick & Company 401(k) and ESOP vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Merrick & Company 401(k) and ESOP side-by-side with 3 peers →

Merrick & Company 401(k) and ESOP's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Southland Industries Employees' 401(k) Plan in CA ($141M); by covered participants it is F & G Properties Retirement Plan in LA (710 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($141M here).

Similar participant headcount

Nearest other-state filings by covered participants (710 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 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).
Which 401(k) plans cover a similar participant headcount to Merrick & Company 401(k) and ESOP? ▼
Among 401(k) plans in other states, the closest by covered participants is F & G Properties Retirement Plan in LA (710 participants, $1M 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 840499702.

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.