401(k) · DOL Form 5500 · 2023

Merrick Hardwoods, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
223
Participants Below avg headcount
59th
Percentile by assets National rank
$45,391
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Merrick Hardwoods Employee Retirement Plan · Sponsored by Merrick Hardwoods, Inc. · Kentucky · Manufacturing

$10M in assets, 223 participants

Merrick Hardwoods, Inc.'s Merrick Hardwoods Employee Retirement Plan reported $10M in total assets and 223 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #8,456 in Manufacturing (18,722 peers)

Coverage in Kentucky

Merrick Hardwoods Employee Retirement Plan covers 223 participants in Kentucky, about 34% of the average Kentucky filer (state average ~647 per filing). Assets: $10M.

#8,456
in Manufacturing (18,722 peers)
+11.7%
assets growth YoY

Merrick Hardwoods Employee Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Merrick Hardwoods Employee Retirement Plan vs every filed plan by assets

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

$10,122,267 Top 41% higher than 59% 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

Merrick Hardwoods Employee Retirement Plan 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. Merrick Hardwoods Employee Retirement Plan sits mid-pack in the medium band (223 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Merrick Hardwoods Employee Retirement Plan reported net income rose from $130K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Merrick Hardwoods Employee Retirement Plan reported participants rose from 120 in the plan year 2022 filing to 223 in the plan year 2023 filing.
  • Merrick Hardwoods Employee Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 010548405 · Merrick Hardwoods, Inc. PY 2023 · 401(k)

Merrick Hardwoods Employee Retirement Plan · $10M · 223 · 59th

  • BOY $10M
  • BOY 223
  • BOY 59th
  • BOY 401(k)
  • BOY near William Rawn Associates, Architects, Inc. 401(k) Plan
  • BOY ind #8456

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 Manufacturing retirement plans → · Plans in Kentucky →

Merrick Hardwoods Employee Retirement Plan in the asset neighbourhood

Merrick Hardwoods Employee Retirement PlanMerrick Hardwoods Employee R…$10MWilliam Rawn Associates, Architects, Inc. 401(k) PlanWilliam Rawn Associates, Arc…$10MLiberty Steel Products 401(k) Retirement PlanLiberty Steel Products 401(k…$10MUnwired Broadband Holdings 401(k) PlanUnwired Broadband Holdings 4…$10MPurem Novi Inc. Union Retirement Savings PlanPurem Novi Inc. Union Retire…$10M
End-of-year total assets ($M) among Merrick Hardwoods Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN010548405
Plan Effective Date2022-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Merrick Hardwoods, Inc.)

Sponsor-wide plan assets over time

All Merrick Hardwoods, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 6.913075193238805% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $9.06M $8.44M ▼ -6.8%
Year Plans Participants Total Assets
2022 1 120 $9M
2023 1 223 $10M
2024 1 233 $8M

Nearby 401(k) Plans in Kentucky

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

Merrick Hardwoods Employee Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Merrick Hardwoods Employee Retirement Plan, Total assets ($B): 0.010122267 · Participants: 223Merrick Hardwoods Employee Retirement PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Merrick Hardwoods Employee Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Merrick Hardwoods Employee Retirement Plan side-by-side with 3 peers →

Merrick Hardwoods Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is William Rawn Associates, Architects, Inc. 401(k) Plan in MA ($10M); by covered participants it is Preferred Beef Group, LP 401(k) Plan in TX (223 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (223 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 Merrick Hardwoods Employee Retirement Plan assets move in 2023? ▼
Merrick Hardwoods Employee Retirement Plan grew at a solid clip - up 11.7% during 2023, from $9M to $10M. Reported net income was $1M.
How have Merrick Hardwoods, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Merrick Hardwoods, Inc.'s sponsor-wide assets declined 6.9%, from $9M to $8M.
Which 401(k) plans are similar in size to Merrick Hardwoods Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is William Rawn Associates, Architects, Inc. 401(k) Plan in MA ($10M, 46 participants).
Which 401(k) plans cover a similar participant headcount to Merrick Hardwoods Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Preferred Beef Group, LP 401(k) Plan in TX (223 participants, $1M 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 010548405.

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.