401(k) · DOL Form 5500 · 2023

Robert I. Merrill Company 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
36
Participants Small participant base
45th
Percentile by assets National rank
$142,081
Avg per participant Near avg balance/head
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Official DOL plan name: Robert I. Merrill Company Inc. 401(k) Plan · Sponsored by Robert I. Merrill Company · Utah · Wholesale Trade

$5M in assets, 36 participants

Robert I. Merrill Company's Robert I. Merrill Company Inc. 401(k) Plan reported $5M in total assets and 36 participants in its 2023 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.

  • #2,149 in Wholesale Trade (6,309 peers)

2023 asset change

Robert I. Merrill Company Inc. 401(k) Plan grew sharply 22.8% in 2023 ($4M → $5M) for 36 participants.

#2,149
in Wholesale Trade (6,309 peers)
+22.8%
assets growth YoY

Robert I. Merrill Company Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Robert I. Merrill Company Inc. 401(k) Plan vs every filed plan by assets

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

$5,114,917 45th percentile higher than 45% 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

Robert I. Merrill Company Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert I. Merrill Company Inc. 401(k) Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Robert I. Merrill Company Inc. 401(k) Plan reported net income rose from -$629K in the plan year 2022 filing to $950K in the plan year 2023 filing.
  • Robert I. Merrill Company Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Robert I. Merrill Company Inc. 401(k) Plan reported participants fell from 38 in the plan year 2022 filing to 36 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 870331731 · Robert I. Merrill Company PY 2023 · 401(k)

Robert I. Merrill Company Inc. 401(k) Plan · $5M · 36 · 45th

  • VS-ST $5M
  • VS-ST 36
  • VS-ST 45th
  • VS-ST 401(k)
  • VS-ST near Aj Tutoring 401(k) Plan
  • VS-ST ind #2149

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 Utah →

Robert I. Merrill Company Inc. 401(k) Plan in the asset neighbourhood

La Machine Shop, Inc. Profit Sharing/401(k) PlanLa Machine Shop, Inc. Profit…$5MM & M Asphalt Maintenance, Inc. Retirement PlanM & M Asphalt Maintenance, I…$5MRobert I. Merrill Company Inc. 401(k) PlanRobert I. Merrill Company In…$5MAj Tutoring 401(k) Plan$5MPaag, Inc. 401(k) Profit Sharing PlanPaag, Inc. 401(k) Profit Sha…$5M
End-of-year total assets ($M) among Robert I. Merrill Company Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Robert I. Merrill Company years around the 2023 move

Sponsor-wide plan assets over time

All Robert I. Merrill Company plans reported in each filing year

Latest sponsor-wide plan assets
$4M 3.4223826437406473% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.16M $4.31M ▲ +3.6%
Year Plans Participants Total Assets
2022 1 38 $4M
2023 1 36 $5M
2024 1 35 $4M

2023 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$950K
Employer EIN870331731
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Robert I. Merrill Company Inc. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Robert I. Merrill Company Inc. 401(k) Plan, Total assets ($B): 0.005114917 · Participants: 36Robert I. Merrill Company Inc. 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Robert I. Merrill Company Inc. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Robert I. Merrill Company Inc. 401(k) Plan side-by-side with 3 peers →

Robert I. Merrill Company Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Aj Tutoring 401(k) Plan in CA ($5M); by covered participants it is Btx Technologies, Inc. 401(k) Plan in NY (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Robert I. Merrill Company Inc. 401(k) Plan assets move in 2023? ▼
Robert I. Merrill Company Inc. 401(k) Plan grew sharply - up 22.8% during 2023, from $4M to $5M. Reported net income was $950K.
How have Robert I. Merrill Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert I. Merrill Company's sponsor-wide assets grew 3.4%, from $4M to $4M.
Which 401(k) plans are similar in size to Robert I. Merrill Company Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aj Tutoring 401(k) Plan in CA ($5M, 127 participants).
Which 401(k) plans cover a similar participant headcount to Robert I. Merrill Company Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Btx Technologies, Inc. 401(k) Plan in NY (36 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 870331731.

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.