401(k) · DOL Form 5500 · 2023

Merriman, Hurst & Associates 401(k) Plan

Data updated 2026-08-25

$422K
Total assets Small plan by assets
4
Participants Small participant base
17th
Percentile by assets National rank
$105,496
Avg per participant Below avg balance/head
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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.

  • #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.

#1,317
in Real Estate (4,727 peers)
+19.5%
assets growth YoY

Merriman, Hurst & Associates 401(k) Plan among the smaller filed plans by assets

Merriman, Hurst & Associates 401(k) Plan vs every filed plan by assets

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

$421,983 17th percentile higher than 17% 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

Merriman, Hurst & Associates 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. Merriman, Hurst & Associates 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

  • 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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 271650521 · Merriman, Hurst & Associates PY 2023 · 401(k)

Merriman, Hurst & Associates 401(k) Plan · $422K · 4 · 17th

  • BOY $422K
  • BOY 4
  • BOY 17th
  • BOY 401(k)
  • BOY near Bigwigfiglig, Inc. 401(k) Plan
  • BOY ind #1317

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 Real Estate retirement plans → · Plans in California →

Merriman, Hurst & Associates 401(k) Plan in the asset neighbourhood

Merriman, Hurst & Associates 401(k) PlanMerriman, Hurst & Associates…$422KBigwigfiglig, Inc. 401(k) PlanBigwigfiglig, Inc. 401(k) Pl…$422KHulsey Lube Retirement Plan$422KAnnabelle & Associates, Inc. 401(k) PlanAnnabelle & Associates, Inc.…$422KLegare Investments, Inc 401(k) Profit Sharing PlanLegare Investments, Inc 401(…$422K
End-of-year total assets ($M) among Merriman, Hurst & Associates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Merriman, Hurst & Associates multi-year asset trail

Sponsor-wide plan assets over time

All Merriman, Hurst & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$443K 25.53738086133889% vs 2022
2024 filing year
$0.3M$0.35M$0.4M$0.45M 202220232024 $0.35M $0.44M ▲ +25.7%
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 EIN271650521
Plan Effective Date2010-08-01
Filing StatusFILING 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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Merriman, Hurst & Associates 401(k) Plan, Total assets ($B): 0.000421983 · Participants: 4Merriman, Hurst & Associates 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Merriman, Hurst & Associates 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Merriman, Hurst & Associates 401(k) Plan side-by-side with 3 peers →

Merriman, Hurst & Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bigwigfiglig, Inc. 401(k) Plan in AZ ($422K); 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 ($422K 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 Merriman, Hurst & Associates 401(k) Plan assets move in 2023? ▼
Merriman, Hurst & Associates 401(k) Plan grew sharply - up 19.5% during 2023, from $353K to $422K. Reported net income was $69K.
How have Merriman, Hurst & Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Merriman, Hurst & Associates's sponsor-wide assets grew 25.5%, from $353K to $443K.
Where does Merriman, Hurst & Associates 401(k) Plan rank by assets among Form 5500 filers? ▼
Merriman, Hurst & Associates 401(k) Plan ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Merriman, Hurst & Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bigwigfiglig, Inc. 401(k) Plan in AZ ($422K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Merriman, Hurst & Associates 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 271650521.

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.