401(k) · DOL Form 5500 · 2023
Merit Energy Company, LLC 401(k) Plan
Data updated 2026-08-11
- $233M
- Total assets
- 807
- Participants
- 95th
- Percentile by assets
- $288,518
- Avg per participant
Official DOL plan name: Merit Energy Company Savings Trust · Sponsored by Merit Energy Company, LLC · Texas · Mining & Oil Extraction
$233M in assets, 807 participants
Merit Energy Company, LLC's Merit Energy Company Savings Trust reported $233M in total assets and 807 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 127,072 plans)
- #735 in Mining & Oil Extraction (811 peers)
Where Merit Energy Company Savings Trust sits by assets
Merit Energy Company Savings Trust sits in the top 5% of all filed plans by assets, $233M for 807 participants (~$288,518/participant), up 27.1% in 2023.
- $233M
- total plan assets (2023 EOY)
- 807
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $288,518
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Merit Energy Company Savings Trust reported net income rose from -$33M in the plan year 2022 filing to $50M in the plan year 2023 filing.
- Merit Energy Company Savings Trust end-of-year assets rose from $183M in the plan year 2022 filing to $233M in the plan year 2023 filing.
Merit Energy Company Savings Trust vs the 2023 asset distribution
By assets, Merit Energy Company Savings Trust outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $183M |
|---|---|
| Net Assets (End of Year) | $233M |
| Net Income | $50M |
| Employer EIN | 752280562 |
| Plan Effective Date | 1990-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Merit Energy Company, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 814 | $183M |
| 2023 | 1 | 807 | $233M |
| 2024 | 1 | 847 | $277M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Merit Energy Company Savings Trust vs. nearby 401(k) plans in Texas, assets vs. participants
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Merit Energy Company Savings Trust by total assets, not by location.
- Leidos Biomedical Research, Inc. Employee Savings Plan (MD) $233M · 491
- Genesee & Wyoming Inc. 401(k) Savings Plan (NY) $233M · 3,647
- Ferrell Companies, Inc. 401(k) Investment Plan (MO) $233M · 4,695
- Healthnow New York Inc. Elective 401(k) Plan (PA) $233M · 1,344
Frequently Asked Questions
How did Merit Energy Company Savings Trust assets move in 2023? ▼
How have Merit Energy Company, LLC plan assets changed over time? ▼
Where does Merit Energy Company Savings Trust rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Merit Energy Company Savings Trust? ▼
Next read for Merit Energy Company Savings Trust
Scale reading
Ways to act on Merit Energy Company Savings Trust's numbers.
- By total assets, Merit Energy Company Savings Trust ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Merit Energy Company, LLC's sponsor-wide assets have grown 51.3% since 2022 across 3 plan years on file. More Mining & Oil Extraction plans