401(k) · DOL Form 5500 · 2023

Merrill Gardens, LLC 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
2,660
Participants Above avg headcount
84th
Percentile by assets National rank
$16,188
Avg per participant Low balance/head
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Official DOL plan name: R.D. Merrill Companies 401(k) Plan · Sponsored by Merrill Gardens, LLC · Washington · Healthcare & Social Assistance

$43M in assets, 2,660 participants

Merrill Gardens, LLC's R.D. Merrill Companies 401(k) Plan reported $43M in total assets and 2,660 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #15,265 in Healthcare & Social Assistance (17,684 peers)

Where R.D. Merrill Companies 401(k) Plan sits by assets

R.D. Merrill Companies 401(k) Plan sits in the top quartile of all filed plans by assets, $43M for 2,660 participants (~$16,188/participant), up 23.2% in 2023.

#15,265
in Healthcare & Social Assistance (17,684 peers)
+23.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

R.D. Merrill Companies 401(k) Plan's outsized position by total assets

R.D. Merrill Companies 401(k) Plan vs every filed plan by assets

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

$43,060,556 Top 16% higher than 84% 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

R.D. Merrill Companies 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R.D. Merrill Companies 401(k) Plan lands in the large band (2,660 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • R.D. Merrill Companies 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • R.D. Merrill Companies 401(k) Plan end-of-year assets rose from $35M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • R.D. Merrill Companies 401(k) Plan reported participants fell from 2,865 in the plan year 2022 filing to 2,660 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 911738695 · Merrill Gardens, LLC PY 2023 · 401(k)

R.D. Merrill Companies 401(k) Plan · $43M · 2,660 · 84th

  • IND $43M
  • EOY 2,660
  • 5500 84th
  • ASSETS 401(k)
  • PCT near The National Football League Capital Accumulation Plan
  • EIN ind #15265

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 Healthcare & Social Assistance retirement plans → · Plans in Washington →

R.D. Merrill Companies 401(k) Plan in the asset neighbourhood

R.D. Merrill Companies 401(k) PlanR.D. Merrill Companies 401(k…$43MThe National Football League Capital Accumulation PlanThe National Football League…$43MParagon Healthcare 401(k) PlanParagon Healthcare 401(k) Pl…$43MJ.T.M. Provisions Company, Inc. Profit Sharing PlanJ.T.M. Provisions Company, I…$43MStudent Transportation of America, Inc. 401(k) Savings PlanStudent Transportation of Am…$43M
End-of-year total assets ($M) among R.D. Merrill Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$43M
Net Income$8M
Employer EIN911738695
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Merrill Gardens, LLC)

Sponsor-wide plan assets over time

All Merrill Gardens, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$50M 44.236232818147855% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $34.9M $50.4M ▲ +44.2%
Year Plans Participants Total Assets
2022 1 2,865 $35M
2023 1 2,660 $43M
2024 1 2,898 $50M

Nearby 401(k) Plans in Washington

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

R.D. Merrill Companies 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants R.D. Merrill Companies 401(k) Plan, Total assets ($B): 0.043060556 · Participants: 2660R.D. Merrill Companies 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
R.D. Merrill Companies 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare R.D. Merrill Companies 401(k) Plan side-by-side with 3 peers →

R.D. Merrill Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is The National Football League Capital Accumulation Plan in TX ($43M); by covered participants it is Cps Solutions, LLC 401(k) Plan in MN (2,659 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,660 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 R.D. Merrill Companies 401(k) Plan assets move in 2023? ▼
R.D. Merrill Companies 401(k) Plan grew sharply - up 23.2% during 2023, from $35M to $43M. Reported net income was $8M.
How have Merrill Gardens, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Merrill Gardens, LLC's sponsor-wide assets grew 44.2%, from $35M to $50M.
Where does R.D. Merrill Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
R.D. Merrill Companies 401(k) Plan ranks in the 84th 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 R.D. Merrill Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The National Football League Capital Accumulation Plan in TX ($43M, 238 participants).
Which 401(k) plans cover a similar participant headcount to R.D. Merrill Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cps Solutions, LLC 401(k) Plan in MN (2,659 participants, $258M 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 911738695.

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.