401(k) · DOL Form 5500 · 2023

Merit Energy Company, LLC 401(k) Plan

Data updated 2026-08-25

$233M
Total assets Near avg plan size
807
Participants Near avg headcount
95th
Percentile by assets National rank
$288,518
Avg per participant High balance/head
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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.

  • #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.

#735
in Mining & Oil Extraction (811 peers)
+27.1%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Merit Energy Company Savings Trust's outsized position by total assets

Merit Energy Company Savings Trust vs every filed plan by assets

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

$232,834,040 Top 5% higher than 95% 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

Merit Energy Company Savings Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Merit Energy Company Savings Trust sits mid-pack in the medium band (807 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 752280562 · Merit Energy Company, LLC PY 2023 · 401(k)

Merit Energy Company Savings Trust · $233M · 807 · 95th

  • NET $233M
  • BOOK 807
  • VS-ST 95th
  • BOY 401(k)
  • SCH near Leidos Biomedical Research, Inc. Employee Savings Plan
  • EBSA ind #735

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 Mining & Oil Extraction retirement plans → · Plans in Texas →

Merit Energy Company Savings Trust in the asset neighbourhood

Healthnow New York Inc. Elective 401(k) PlanHealthnow New York Inc. Elec…$233MMerit Energy Company Savings TrustMerit Energy Company Savings…$233MLeidos Biomedical Research, Inc. Employee Savings PlanLeidos Biomedical Research, …$233MGenesee & Wyoming Inc. 401(k) Savings PlanGenesee & Wyoming Inc. 401(k…$233MFerrell Companies, Inc. 401(k) Investment PlanFerrell Companies, Inc. 401(…$233M
End-of-year total assets ($M) among Merit Energy Company Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$183M
Net Assets (End of Year)$233M
Net Income$50M
Employer EIN752280562
Plan Effective Date1990-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Merit Energy Company, LLC)

Sponsor-wide plan assets over time

All Merit Energy Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$277M 51.34211668301694% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $183M $277M ▲ +51.3%
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 Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Merit Energy Company Savings Trust, Total assets ($B): 0.23283404 · Participants: 807Merit Energy Company Savings TrustAT&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
Merit Energy Company Savings Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Merit Energy Company Savings Trust side-by-side with 3 peers →

Merit Energy Company Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Leidos Biomedical Research, Inc. Employee Savings Plan in MD ($233M); by covered participants it is The Christman Company Profit Sharing Retirement Plan in MI (807 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (807 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 Merit Energy Company Savings Trust assets move in 2023? ▼
Merit Energy Company Savings Trust grew sharply - up 27.1% during 2023, from $183M to $233M. Reported net income was $50M.
How have Merit Energy Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Merit Energy Company, LLC's sponsor-wide assets grew 51.3%, from $183M to $277M.
Where does Merit Energy Company Savings Trust rank by assets among Form 5500 filers? ▼
Merit Energy Company Savings Trust ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Merit Energy Company Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is Leidos Biomedical Research, Inc. Employee Savings Plan in MD ($233M, 491 participants).
Which 401(k) plans cover a similar participant headcount to Merit Energy Company Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Christman Company Profit Sharing Retirement Plan in MI (807 participants, $119M 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 752280562.

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.