Other · DOL Form 5500 · 2022

Merrick, Inc. Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
173
Participants Small participant base
35th
Percentile by assets National rank
$12,244
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Merrick, Inc. Pension Plan · Sponsored by Merrick, Inc. · Minnesota · Healthcare & Social Assistance

$2M in assets, 173 participants

Merrick, Inc.'s Merrick, Inc. Pension Plan reported $2M in total assets and 173 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #7,244 in Healthcare & Social Assistance (20,060 peers)

Coverage in Minnesota

Merrick, Inc. Pension Plan covers 173 participants in Minnesota, about 15% of the average Minnesota filer (state average ~1,126 per filing). Assets: $2M.

#7,244
in Healthcare & Social Assistance (20,060 peers)
+6.1%
assets growth YoY

Merrick, Inc. Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Merrick, Inc. Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,118,292 35th percentile higher than 35% of 139,123 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 2022

Merrick, Inc. Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Merrick, Inc. Pension Plan sits mid-pack in the medium band (173 participants).

Published 5500 schedule card

Filing strip 410991279 · Merrick, Inc. PY 2022 · Other

Merrick, Inc. Pension Plan · $2M · 173 · 35th

  • EOY $2M
  • EOY 173
  • EOY 35th
  • EOY Other
  • EOY near Joe & Charles Bevering Corporation Profit Sharing Plan and Trust
  • EOY ind #7244

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 Healthcare & Social Assistance retirement plans → · Plans in Minnesota →

Merrick, Inc. Pension Plan in the asset neighbourhood

The Seed School of Miami 403(b) Retirement PlanThe Seed School of Miami 403…$2MMerrick, Inc. Pension Plan$2MJoe & Charles Bevering Corporation Profit Sharing Plan and TrustJoe & Charles Bevering Corpo…$2MPaine College 403(b) Defined Contribution PlanPaine College 403(b) Defined…$2MThe King's Christian Academy, LLC Pension TsaThe King's Christian Academy…$2M
End-of-year total assets ($M) among Merrick, Inc. Pension Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$122K
Employer EIN410991279
Plan Effective Date1999-12-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Minnesota

Peer Other plans, same state, same plan type, ranked by total assets.

Merrick, Inc. Pension Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Merrick, Inc. Pension Plan, Total assets ($B): 0.002118292 · Participants: 173Merrick, Inc. Pension PlanMayo 403(b) Plan, Total assets ($B): 9.453323372 · Participants: 80932Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.739468957 · Participants: 10840Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.691827028 · Participants: 5009Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.583263225 · Participants: 20332Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.358032714 · Participants: 2317University of St. Thomas Retirement Plan
Merrick, Inc. Pension Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare Merrick, Inc. Pension Plan side-by-side with 3 peers →

Merrick, Inc. Pension Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Joe & Charles Bevering Corporation Profit Sharing Plan and Trust in TX ($2M); by covered participants it is Canyonlands Community Health Care 403(b) Plan in AZ (173 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (173 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Merrick, Inc. Pension Plan assets move in 2022? ▼
Merrick, Inc. Pension Plan grew at a solid clip - up 6.1% during 2022, from $2M to $2M. Reported net income was $122K.
Which Other plans are similar in size to Merrick, Inc. Pension Plan? ▼
Among Other plans in other states, the closest by assets is Joe & Charles Bevering Corporation Profit Sharing Plan and Trust in TX ($2M, 4 participants).
Which Other plans cover a similar participant headcount to Merrick, Inc. Pension Plan? ▼
Among Other plans in other states, the closest by covered participants is Canyonlands Community Health Care 403(b) Plan in AZ (173 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410991279.

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.