401(k) · DOL Form 5500 · 2023

Complete Merchant Solutions, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
92
Participants Small participant base
54th
Percentile by assets National rank
$87,815
Avg per participant Below avg balance/head
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Official DOL plan name: Complete Merchant Solutions 401(k) Ret. Plan · Sponsored by Complete Merchant Solutions, LLC · Utah · Finance & Insurance

$8M in assets, 92 participants

Complete Merchant Solutions, LLC's Complete Merchant Solutions 401(k) Ret. Plan reported $8M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,463 in Finance & Insurance (8,869 peers)

Complete Merchant Solutions, LLC multi-year trail

Complete Merchant Solutions, LLC's plans moved +69.3% in assets from 2022 to 2024; this filing shows Complete Merchant Solutions 401(k) Ret. Plan at $8M / 92 participants.

#3,463
in Finance & Insurance (8,869 peers)
+36.9%
assets growth YoY

Complete Merchant Solutions 401(k) Ret. Plan's mid-pack asset rank among Finance & Insurance and all filers

Complete Merchant Solutions 401(k) Ret. Plan vs every filed plan by assets

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

$8,078,959 Top 46% higher than 54% 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

Complete Merchant Solutions 401(k) Ret. Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Complete Merchant Solutions 401(k) Ret. Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Complete Merchant Solutions 401(k) Ret. Plan reported net income rose from $543K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Complete Merchant Solutions 401(k) Ret. Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Complete Merchant Solutions 401(k) Ret. Plan reported participants fell from 124 in the plan year 2022 filing to 92 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 262594461 · Complete Merchant Solutions, LLC PY 2023 · 401(k)

Complete Merchant Solutions 401(k) Ret. Plan · $8M · 92 · 54th

  • BOY $8M
  • BOY 92
  • BOY 54th
  • BOY 401(k)
  • BOY near Employees' Profit Sharing Plan of Ace Hardware Home Center
  • BOY ind #3463

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 Finance & Insurance retirement plans → · Plans in Utah →

Complete Merchant Solutions 401(k) Ret. Plan in the asset neighbourhood

Complete Merchant Solutions 401(k) Ret. PlanComplete Merchant Solutions …$8MEmployees' Profit Sharing Plan of Ace Hardware Home CenterEmployees' Profit Sharing Pl…$8MKirk Eye Center, S.C. 401(k) Profit Sharing PlanKirk Eye Center, S.C. 401(k)…$8MDalene Hardwood Flooring Co., Inc. Employees' 401(k) Ps PlanDalene Hardwood Flooring Co.…$8MStoli Group USA, LLC 401(k) PlanStoli Group USA, LLC 401(k) …$8M
End-of-year total assets ($M) among Complete Merchant Solutions 401(k) Ret. Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Complete Merchant Solutions, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Complete Merchant Solutions, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 69.30419195041402% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.9M $9.99M ▲ +69.3%
Year Plans Participants Total Assets
2022 1 124 $6M
2023 1 92 $8M
2024 1 102 $10M

Complete Merchant Solutions, LLC filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN262594461
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Complete Merchant Solutions 401(k) Ret. Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Complete Merchant Solutions 401(k) Ret. Plan, Total assets ($B): 0.008078959 · Participants: 92Complete Merchant Solutions 401(k) Ret. PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Complete Merchant Solutions 401(k) Ret. Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Complete Merchant Solutions 401(k) Ret. Plan side-by-side with 3 peers →

Complete Merchant Solutions 401(k) Ret. Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Employees' Profit Sharing Plan of Ace Hardware Home Center in IL ($8M); by covered participants it is Melanson, P.C. 401(k) Plan in NH (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Complete Merchant Solutions 401(k) Ret. Plan assets move in 2023? ▼
Complete Merchant Solutions 401(k) Ret. Plan surged - up 36.9% during 2023, from $6M to $8M. Reported net income was $2M.
How have Complete Merchant Solutions, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Complete Merchant Solutions, LLC's sponsor-wide assets grew 69.3%, from $6M to $10M.
Which 401(k) plans are similar in size to Complete Merchant Solutions 401(k) Ret. Plan? ▼
Among 401(k) plans in other states, the closest by assets is Employees' Profit Sharing Plan of Ace Hardware Home Center in IL ($8M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Complete Merchant Solutions 401(k) Ret. Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Melanson, P.C. 401(k) Plan in NH (92 participants, N/A 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 262594461.

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.