Profit Sharing · DOL Form 5500 · 2022

Brent Stephen Merritt, a Professional Corp. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
3
Participants Small participant base
45th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan · Sponsored by Brent Stephen Merritt, a Professional Corp. · California · Professional & Technical Services

$4M in assets, 3 participants

Brent Stephen Merritt, a Professional Corp.'s Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan reported $4M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #9,098 in Professional & Technical Services (21,562 peers)

Brent Stephen Merritt, a Professional Corp. multi-year trail

Brent Stephen Merritt, a Professional Corp.'s plans moved +23.1% in assets from 2022 to 2024; this filing shows Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan at $4M / 3 participants.

#9,098
in Professional & Technical Services (21,562 peers)
-3.4%
assets change YoY

The plan reported a net loss of $130K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan vs every filed plan by assets

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

$3,739,018 45th percentile higher than 45% 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

Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 954001728 · Brent Stephen Merritt, a Professional Corp. PY 2022 · Profit Sharing

Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan · $4M · 3 · 45th

  • NET $4M
  • NET 3
  • NET 45th
  • NET Profit Sharing
  • NET near Murphy, Schmitt, Hathaway & Wilson P.L.L.C. Profit Sharing Plan
  • NET ind #9098

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 California →

Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan in the asset neighbourhood

Brent Stephen Merritt, a Professional Corporation Profit Sharing PlanBrent Stephen Merritt, a Pro…$4MMurphy, Schmitt, Hathaway & Wilson P.L.L.C. Profit Sharing PlanMurphy, Schmitt, Hathaway & …$4MRent-a-Center East, Inc. Retirement Savings Plan for Puerto Rico EmployeesRent-a-Center East, Inc. Ret…$4MDozier Law Firm Profit Sharing PlanDozier Law Firm Profit Shari…$4MMalor Manufacturing, Inc. Profit Sharing PlanMalor Manufacturing, Inc. Pr…$4M
End-of-year total assets ($M) among Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Brent Stephen Merritt, a Professional Corp. multi-year asset trail

Sponsor-wide plan assets over time

All Brent Stephen Merritt, a Professional Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 23.064959837048125% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.74M $4.6M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 3 $4M
2023 1 3 $4M
2024 1 3 $5M

Brent Stephen Merritt, a Professional Corp. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$130K
Employer EIN954001728
Plan Effective Date2012-03-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan, Total assets ($B): 0.003739018 · Participants: 3Brent Stephen Merritt, a Professional Corporation Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan side-by-side with 3 peers →

Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Murphy, Schmitt, Hathaway & Wilson P.L.L.C. Profit Sharing Plan in AZ ($4M); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan assets move in 2022? ▼
Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan edged down modestly - down 3.4% during 2022, from $4M to $4M. Reported net income was -$130K.
How have Brent Stephen Merritt, a Professional Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brent Stephen Merritt, a Professional Corp.'s sponsor-wide assets grew 23.1%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Murphy, Schmitt, Hathaway & Wilson P.L.L.C. Profit Sharing Plan in AZ ($4M, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 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 954001728.

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.