401(k) · DOL Form 5500 · 2023

Merkley, Newman & Mclaws, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
28th
Percentile by assets National rank
$406,054
Avg per participant High balance/head
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Official DOL plan name: Merkley, Newman & Mclaws, Inc. 401(k) Plan · Sponsored by Merkley, Newman & Mclaws, Inc. · Arizona · Professional & Technical Services

$2M in assets, 4 participants

Merkley, Newman & Mclaws, Inc.'s Merkley, Newman & Mclaws, Inc. 401(k) Plan reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,821 in Professional & Technical Services (20,321 peers)

Merkley, Newman & Mclaws, Inc. multi-year trail

Merkley, Newman & Mclaws, Inc.'s plans moved -13.0% in assets from 2022 to 2024; this filing shows Merkley, Newman & Mclaws, Inc. 401(k) Plan at $2M / 4 participants.

#4,821
in Professional & Technical Services (20,321 peers)
+19.1%
assets growth YoY

Merkley, Newman & Mclaws, Inc. 401(k) Plan among the smaller filed plans by assets

Merkley, Newman & Mclaws, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,624,216 28th percentile higher than 28% of 127,068 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 2023

Merkley, Newman & Mclaws, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Merkley, Newman & Mclaws, Inc. 401(k) Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Merkley, Newman & Mclaws, Inc. 401(k) Plan reported net income rose from -$200K in the plan year 2022 filing to $260K in the plan year 2023 filing.
  • Merkley, Newman & Mclaws, Inc. 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 860819859 · Merkley, Newman & Mclaws, Inc. PY 2023 · 401(k)

Merkley, Newman & Mclaws, Inc. 401(k) Plan · $2M · 4 · 28th

  • VS-ST $2M
  • BOY 4
  • SCH 28th
  • EBSA 401(k)
  • PART near Farmers Mutual of Tennessee 401(k) Profit Sharing Plan
  • TYPE ind #4821

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 Arizona →

Merkley, Newman & Mclaws, Inc. 401(k) Plan in the asset neighbourhood

Merkley, Newman & Mclaws, Inc. 401(k) PlanMerkley, Newman & Mclaws, In…$2MFarmers Mutual of Tennessee 401(k) Profit Sharing PlanFarmers Mutual of Tennessee …$2MCarpi & Clay 401(k) Plan$2MMountain Quest Management, Inc. 401(k) PlanMountain Quest Management, I…$2MCommoneo 401(k) Plan$2M
End-of-year total assets ($M) among Merkley, Newman & Mclaws, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Merkley, Newman & Mclaws, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Merkley, Newman & Mclaws, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 12.997975026502811% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $2.27M $1.97M ▼ -13.2%
Year Plans Participants Total Assets
2022 2 7 $2M
2023 3 11 $3M
2024 1 3 $2M

Merkley, Newman & Mclaws, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$260K
Employer EIN860819859
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Merkley, Newman & Mclaws, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Merkley, Newman & Mclaws, Inc. 401(k) Plan, Total assets ($B): 0.001624216 · Participants: 4Merkley, Newman & Mclaws, Inc. 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Merkley, Newman & Mclaws, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Merkley, Newman & Mclaws, Inc. 401(k) Plan side-by-side with 3 peers →

Merkley, Newman & Mclaws, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Farmers Mutual of Tennessee 401(k) Profit Sharing Plan in TN ($2M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Merkley, Newman & Mclaws, Inc. 401(k) Plan assets move in 2023? ▼
Merkley, Newman & Mclaws, Inc. 401(k) Plan grew sharply - up 19.1% during 2023, from $1M to $2M. Reported net income was $260K.
How have Merkley, Newman & Mclaws, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Merkley, Newman & Mclaws, Inc.'s sponsor-wide assets declined 13.0%, from $2M to $2M.
Which 401(k) plans are similar in size to Merkley, Newman & Mclaws, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Farmers Mutual of Tennessee 401(k) Profit Sharing Plan in TN ($2M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Merkley, Newman & Mclaws, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860819859.

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.