401(k) · DOL Form 5500 · 2023

Merit Capital Partners IV, LLC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
18
Participants Small participant base
76th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Merit Capital Partners 401(k) Profit Sharing Plan · Sponsored by Merit Capital Partners IV, LLC · Illinois · Finance & Insurance

$24M in assets, 18 participants

Merit Capital Partners IV, LLC's Merit Capital Partners 401(k) Profit Sharing Plan reported $24M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,626 in Finance & Insurance (8,869 peers)

Where Merit Capital Partners 401(k) Profit Sharing Plan sits by assets

Merit Capital Partners 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $24M for 18 participants (~$1.3M/participant), up 27.8% in 2023.

#5,626
in Finance & Insurance (8,869 peers)
+27.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Merit Capital Partners 401(k) Profit Sharing Plan's outsized position by total assets

Merit Capital Partners 401(k) Profit Sharing Plan vs every filed plan by assets

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

$24,013,282 Top 24% higher than 76% 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 Capital Partners 401(k) Profit Sharing 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. Merit Capital Partners 401(k) Profit Sharing Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Merit Capital Partners 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Merit Capital Partners 401(k) Profit Sharing Plan end-of-year assets rose from $19M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Merit Capital Partners 401(k) Profit Sharing Plan reported participants rose from 16 in the plan year 2022 filing to 18 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 200498651 · Merit Capital Partners IV, LLC PY 2023 · 401(k)

Merit Capital Partners 401(k) Profit Sharing Plan · $24M · 18 · 76th

  • IND $24M
  • EOY 18
  • 5500 76th
  • ASSETS 401(k)
  • PCT near Savings Bank of Danbury Savings Plan
  • EIN ind #5626

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 Illinois →

Merit Capital Partners 401(k) Profit Sharing Plan in the asset neighbourhood

Merit Capital Partners 401(k) Profit Sharing PlanMerit Capital Partners 401(k…$24MSavings Bank of Danbury Savings PlanSavings Bank of Danbury Savi…$24MHyland's Naturals Retirement Savings PlanHyland's Naturals Retirement…$24MHodges Capital Holdings, Inc. Profit Sharing Savings Plan & TrustHodges Capital Holdings, Inc…$24MOfferup, Inc. 401(k) Plan$24M
End-of-year total assets ($M) among Merit Capital Partners 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$24M
Net Income$5M
Employer EIN200498651
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Merit Capital Partners IV, LLC)

Sponsor-wide plan assets over time

All Merit Capital Partners IV, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$29M 52.52614112616916% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.8M $28.7M ▲ +52.5%
Year Plans Participants Total Assets
2022 1 16 $19M
2023 1 18 $24M
2024 1 20 $29M

Nearby 401(k) Plans in Illinois

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

Merit Capital Partners 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Merit Capital Partners 401(k) Profit Sharing Plan, Total assets ($B): 0.024013282 · Participants: 18Merit Capital Partners 401(k) Profit Sharing PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Merit Capital Partners 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Merit Capital Partners 401(k) Profit Sharing Plan side-by-side with 3 peers →

Merit Capital Partners 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Savings Bank of Danbury Savings Plan in CT ($24M); by covered participants it is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Capital Partners 401(k) Profit Sharing Plan assets move in 2023? ▼
Merit Capital Partners 401(k) Profit Sharing Plan grew sharply - up 27.8% during 2023, from $19M to $24M. Reported net income was $5M.
How have Merit Capital Partners IV, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Merit Capital Partners IV, LLC's sponsor-wide assets grew 52.5%, from $19M to $29M.
Where does Merit Capital Partners 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Merit Capital Partners 401(k) Profit Sharing Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Merit Capital Partners 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Savings Bank of Danbury Savings Plan in CT ($24M, 178 participants).
Which 401(k) plans cover a similar participant headcount to Merit Capital Partners 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants, $3M 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 200498651.

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.