401(k) · DOL Form 5500 · 2023

Merit Holdings LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 104
Participants Small participant base: 28th
Percentile by assets National rank: $14,656
Avg per participant Low balance/head

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Official DOL plan name: Merit Auto Group Savings Incentive Plan · Sponsored by Merit Holdings LLC · Oklahoma · Retail Trade

$2M in assets, 104 participants

Merit Holdings LLC's Merit Auto Group Savings Incentive Plan reported $2M in total assets and 104 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.

#3,361 in Retail Trade (8,414 peers)

Coverage in Oklahoma

Merit Auto Group Savings Incentive Plan covers 104 participants in Oklahoma, about 14% of the average Oklahoma filer (state average ~760 per filing). Assets: $2M.

#3,361
in Retail Trade (8,414 peers): +15.8%
assets growth YoY

Merit Auto Group Savings Incentive Plan among the smaller filed plans by assets

Merit Auto Group Savings Incentive Plan vs every filed plan by assets

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

$1,524,183 28th percentile higher than 28% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Merit Auto Group Savings Incentive Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Merit Auto Group Savings Incentive Plan sits mid-pack in the medium band (104 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Merit Auto Group Savings Incentive Plan reported net income rose from -$208K in the plan year 2022 filing to $224K in the plan year 2023 filing.
Merit Auto Group Savings Incentive Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Merit Auto Group Savings Incentive Plan reported participants fell from 109 in the plan year 2022 filing to 104 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 464497781 · Merit Holdings LLC PY 2023 · 401(k)

Merit Auto Group Savings Incentive Plan · $2M · 104 · 28th

SCH $2M
EBSA 104
PART 28th
TYPE 401(k)
NET near E V I Profit Sharing Plan
BOOK ind #3361

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 Retail Trade retirement plans → · Plans in Oklahoma →

End-of-year total assets ($M) among Merit Auto Group Savings Incentive Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$2M
Net Income	$224K
Employer EIN	464497781
Plan Effective Date	2006-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Merit Holdings LLC)

Latest sponsor-wide plan assets: $2M 31.710217476704894% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	109	$1M
2023	1	104	$2M
2024	1	84	$2M

Nearby 401(k) Plans in Oklahoma

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

Merit Auto Group Savings Incentive Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants

Quiktrip Corporation Retirement Plan $4.2B · 11,746
The Williams Investment Plus Plan $1.7B · 5,041
Oneok, Inc. 401(k) Plan $1.2B · 2,965
Bok Financial 401(k) Plan $1.0B · 4,766
Devon Energy Corporation Incentive Savings Plan $933M · 1,858

Compare Merit Auto Group Savings Incentive Plan side-by-side with 3 peers →

Merit Auto Group Savings Incentive Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is E V I Profit Sharing Plan in FL ($2M); by covered participants it is Penn Automotive, Inc. 401(k) Plan in MI (104 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

E V I Profit Sharing Plan (FL) $2M · 12
Sierra Nevada Photographic, Inc. 401(k) Plan (CA) $2M · 12
Huesman-Schmid 401(k) Plan (OH) $2M · 20
Sande Properties, Inc. 401(k) Plan (MD) $2M · 4

Similar participant headcount

Nearest other-state filings by covered participants (104 participants); asset peers above are excluded.

Penn Automotive, Inc. 401(k) Plan (MI) 104 · 0 off
Kass Shuler, P. a. 401(k) Profit Sharing Plan (FL) 104 · 0 off
Anord Mardix (USA) Inc. (VA) 104 · 0 off
Cleveland Hardware and Forging Co. Profit Sharing (WI) 104 · 0 off

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 Merit Auto Group Savings Incentive Plan assets move in 2023? ▼

Merit Auto Group Savings Incentive Plan grew sharply - up 15.8% during 2023, from $1M to $2M. Reported net income was $224K.

How have Merit Holdings LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Merit Holdings LLC's sponsor-wide assets grew 31.7%, from $1M to $2M.

Which 401(k) plans are similar in size to Merit Auto Group Savings Incentive Plan? ▼

Among 401(k) plans in other states, the closest by assets is E V I Profit Sharing Plan in FL ($2M, 12 participants).

Which 401(k) plans cover a similar participant headcount to Merit Auto Group Savings Incentive Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Penn Automotive, Inc. 401(k) Plan in MI (104 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 464497781.