401(k) · DOL Form 5500 · 2023

Merwood Properties, Inc. 401(k) Plan

Data updated 2026-08-25

$216K
Total assets Small plan by assets
1
Participants Small participant base
11th
Percentile by assets National rank
$215,700
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Merwood Properties, Inc. 401(k) Plan · Sponsored by Merwood Properties, Inc. · Texas · Real Estate

$216K in assets, 1 participants

Merwood Properties, Inc.'s Merwood Properties, Inc. 401(k) Plan reported $216K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 11th 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.

  • #809 in Real Estate (4,727 peers)

2023 asset change

Merwood Properties, Inc. 401(k) Plan grew sharply 24.6% in 2023 ($173K → $216K) for 1 participant.

#809
in Real Estate (4,727 peers)
+24.6%
assets growth YoY

Merwood Properties, Inc. 401(k) Plan among the smaller filed plans by assets

Merwood Properties, Inc. 401(k) Plan vs every filed plan by assets

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

$215,700 11th percentile higher than 11% 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

Merwood Properties, Inc. 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. Merwood Properties, Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Merwood Properties, Inc. 401(k) Plan reported net income rose from -$10K in the plan year 2022 filing to $43K in the plan year 2023 filing.
  • Merwood Properties, Inc. 401(k) Plan end-of-year assets rose from $173K in the plan year 2022 filing to $216K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 462811959 · Merwood Properties, Inc. PY 2023 · 401(k)

Merwood Properties, Inc. 401(k) Plan · $216K · 1 · 11th

  • 5500 $216K
  • ASSETS 1
  • PCT 11th
  • EIN 401(k)
  • RANK near Bsk Management, Inc. 401(k) Plan
  • PHOTO ind #809

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 Texas →

Merwood Properties, Inc. 401(k) Plan in the asset neighbourhood

Merwood Properties, Inc. 401(k) PlanMerwood Properties, Inc. 401…$216KBsk Management, Inc. 401(k) PlanBsk Management, Inc. 401(k) …$216KVycor Subway Retirement Plan$216KSamdee Enterprises Inc 401(k) PlanSamdee Enterprises Inc 401(k…$216KLong Bay Group, Inc. Retirement PlanLong Bay Group, Inc. Retirem…$216K
End-of-year total assets ($M) among Merwood Properties, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Merwood Properties, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Merwood Properties, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$186K 7.288434312790732% vs 2022
2024 filing year
$0.16M$0.18M$0.2M$0.22M$0.24M 202220232024 $0.17M $0.19M ▲ +11.8%
Year Plans Participants Total Assets
2022 1 1 $173K
2023 1 1 $216K
2024 1 1 $186K

2023 asset-move particulars

Total Assets (Beginning of Year)$173K
Net Assets (End of Year)$216K
Net Income$43K
Employer EIN462811959
Plan Effective Date2013-05-14
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Merwood Properties, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Merwood Properties, Inc. 401(k) Plan, Total assets ($B): 0.0002157 · Participants: 1Merwood Properties, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Merwood Properties, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Merwood Properties, Inc. 401(k) Plan side-by-side with 3 peers →

Merwood Properties, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Bsk Management, Inc. 401(k) Plan in WA ($216K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($216K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Merwood Properties, Inc. 401(k) Plan assets move in 2023? ▼
Merwood Properties, Inc. 401(k) Plan grew sharply - up 24.6% during 2023, from $173K to $216K. Reported net income was $43K.
How have Merwood Properties, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Merwood Properties, Inc.'s sponsor-wide assets grew 7.3%, from $173K to $186K.
Where does Merwood Properties, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Merwood Properties, Inc. 401(k) Plan ranks in the 11th 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 Merwood Properties, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bsk Management, Inc. 401(k) Plan in WA ($216K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Merwood Properties, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 462811959.

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.