401(k) · DOL Form 5500 · 2023
Merriman, Hurst & Associates 401(k) Plan
Data updated 2026-08-11
- $422K
- Total assets
- 4
- Participants
- 17th
- Percentile by assets
- $105,496
- Avg per participant
Official DOL plan name: Merriman, Hurst & Associates 401(k) Plan · Sponsored by Merriman, Hurst & Associates · California · Real Estate
$422K in assets, 4 participants
Merriman, Hurst & Associates's Merriman, Hurst & Associates 401(k) Plan reported $422K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.
- 17th percentile by assets (of 127,072 plans)
- #1,317 in Real Estate (4,727 peers)
Merriman, Hurst & Associates multi-year trail
Merriman, Hurst & Associates's plans moved +25.5% in assets from 2022 to 2024; this filing shows Merriman, Hurst & Associates 401(k) Plan at $422K / 4 participants.
- $422K
- total plan assets (2023 EOY)
- 4
- covered participants
- 17th
- percentile by assets (of 127,072 plans)
- $105,496
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Merriman, Hurst & Associates 401(k) Plan end-of-year assets rose from $353K in the plan year 2022 filing to $422K in the plan year 2023 filing.
Merriman, Hurst & Associates across 3 plan years on file
Across the 3 plan years Merriman, Hurst & Associates has on file (2022-2024), sponsor-wide plan assets have moved from $353K to $443K, a gain of 25.5%, while reported participants moved from 4 to 4 (+0.0%). Peak year by sponsor assets: 2024 ($443K); trough: 2022 ($353K).
Merriman, Hurst & Associates multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $353K |
| 2023 | 1 | 4 | $422K |
| 2024 | 1 | 4 | $443K |
Merriman, Hurst & Associates filing trail (2023)
| Total Assets (Beginning of Year) | $353K |
|---|---|
| Net Assets (End of Year) | $422K |
| Net Income | $69K |
| Employer EIN | 271650521 |
| Plan Effective Date | 2010-08-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Merriman, Hurst & Associates 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Merriman, Hurst & Associates 401(k) Plan by total assets, not by location.
- Bigwigfiglig, Inc. 401(k) Plan (AZ) $422K · 2
- Hulsey Lube Retirement Plan (AR) $422K · 6
- Annabelle & Associates, Inc. 401(k) Plan (MI) $422K · 2
- Legare Investments, Inc 401(k) Profit Sharing Plan (SC) $422K · 4
Frequently Asked Questions
How did Merriman, Hurst & Associates 401(k) Plan assets move in 2023? ▼
How have Merriman, Hurst & Associates plan assets changed over time? ▼
Where does Merriman, Hurst & Associates 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Merriman, Hurst & Associates 401(k) Plan? ▼
Next read for Merriman, Hurst & Associates 401(k) Plan
Multi-year trail
Ways to act on Merriman, Hurst & Associates 401(k) Plan's numbers.
- By total assets, Merriman, Hurst & Associates 401(k) Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Merriman, Hurst & Associates's sponsor-wide assets have grown 25.5% since 2022 across 3 plan years on file. More Real Estate plans