401(k) · DOL Form 5500 · 2023

Samuel Merritt University 401(k) Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
673
Participants Below avg headcount
91st
Percentile by assets National rank
$133,856
Avg per participant Near avg balance/head
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Official DOL plan name: Samuel Merritt University 403(b) Plan · Sponsored by Samuel Merritt University · California · Educational Services

$90M in assets, 673 participants

Samuel Merritt University's Samuel Merritt University 403(b) Plan reported $90M in total assets and 673 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,115 in Educational Services (3,735 peers)

Where Samuel Merritt University 403(b) Plan sits by assets

Samuel Merritt University 403(b) Plan sits in the top 10% of all filed plans by assets, $90M for 673 participants (~$133,856/participant), up 19.9% in 2023.

#3,115
in Educational Services (3,735 peers)
+19.9%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Samuel Merritt University 403(b) Plan's outsized position by total assets

Samuel Merritt University 403(b) Plan vs every filed plan by assets

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

$90,084,916 Top 9% higher than 91% 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

Samuel Merritt University 403(b) 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. Samuel Merritt University 403(b) Plan sits mid-pack in the medium band (673 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Samuel Merritt University 403(b) Plan reported net income rose from -$15M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Samuel Merritt University 403(b) Plan end-of-year assets rose from $75M in the plan year 2022 filing to $90M in the plan year 2023 filing.
  • Samuel Merritt University 403(b) Plan reported participants rose from 642 in the plan year 2022 filing to 673 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 942992642 · Samuel Merritt University PY 2023 · 401(k)

Samuel Merritt University 403(b) Plan · $90M · 673 · 91st

  • RANK $90M
  • RANK 673
  • RANK 91st
  • RANK 401(k)
  • RANK near Retirement Plan for Employees of Saint Michael's College
  • RANK ind #3115

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 Educational Services retirement plans → · Plans in California →

Samuel Merritt University 403(b) Plan in the asset neighbourhood

Samuel Merritt University 403(b) PlanSamuel Merritt University 40…$90MRetirement Plan for Employees of Saint Michael's CollegeRetirement Plan for Employee…$90MPeak6 Group LLC 401(k) Ps PlanPeak6 Group LLC 401(k) Ps Pl…$90MArion Systems, Inc. Profit Sharing PlanArion Systems, Inc. Profit S…$90M401(k) Retirement & Savings Plan401(k) Retirement & Savings …$90M
End-of-year total assets ($M) among Samuel Merritt University 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)$90M
Net Income$15M
Employer EIN942992642
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Samuel Merritt University)

Sponsor-wide plan assets over time

All Samuel Merritt University plans reported in each filing year

Latest sponsor-wide plan assets
$101M 34.736950451599576% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $75.1M $101M ▲ +34.7%
Year Plans Participants Total Assets
2022 1 642 $75M
2023 1 673 $90M
2024 1 711 $101M

Nearby 401(k) Plans in California

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

Samuel Merritt University 403(b) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Samuel Merritt University 403(b) Plan, Total assets ($B): 0.090084916 · Participants: 673Samuel Merritt University 403(b) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Samuel Merritt University 403(b) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Samuel Merritt University 403(b) Plan side-by-side with 3 peers →

Samuel Merritt University 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Retirement Plan for Employees of Saint Michael's College in VT ($90M); by covered participants it is Retirement Savings Plan for Salaried Ees of Alcoa USA Corp. in PA (673 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($90M here).

Similar participant headcount

Nearest other-state filings by covered participants (673 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 Samuel Merritt University 403(b) Plan assets move in 2023? ▼
Samuel Merritt University 403(b) Plan grew sharply - up 19.9% during 2023, from $75M to $90M. Reported net income was $15M.
How have Samuel Merritt University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Samuel Merritt University's sponsor-wide assets grew 34.7%, from $75M to $101M.
Where does Samuel Merritt University 403(b) Plan rank by assets among Form 5500 filers? ▼
Samuel Merritt University 403(b) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Samuel Merritt University 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Retirement Plan for Employees of Saint Michael's College in VT ($90M, 894 participants).
Which 401(k) plans cover a similar participant headcount to Samuel Merritt University 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Retirement Savings Plan for Salaried Ees of Alcoa USA Corp. in PA (673 participants, $411M 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 942992642.

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.