401(k) · DOL Form 5500 · 2023
Samuel Merritt University 401(k) Plan
Data updated 2026-08-11
- $90M
- Total assets
- 673
- Participants
- 91st
- Percentile by assets
- $133,856
- Avg per participant
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.
- 91st percentile by assets (of 127,072 plans)
- #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.
- $90M
- total plan assets (2023 EOY)
- 673
- covered participants
- 91st
- percentile by assets (of 127,072 plans)
- $133,856
- avg assets per participant
Where Samuel Merritt University 403(b) Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
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.
Samuel Merritt University 403(b) Plan vs the 2023 asset distribution
By assets, Samuel Merritt University 403(b) Plan outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $75M |
|---|---|
| Net Assets (End of Year) | $90M |
| Net Income | $15M |
| Employer EIN | 942992642 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Samuel Merritt University)
| 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
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Samuel Merritt University 403(b) Plan by total assets, not by location.
- Retirement Plan for Employees of Saint Michael's College (VT) $90M · 894
- Peak6 Group LLC 401(k) Ps Plan (IL) $90M · 488
- Arion Systems, Inc. Profit Sharing Plan (VA) $90M · 113
- 401(k) Retirement & Savings Plan (MI) $90M · 648
Frequently Asked Questions
How did Samuel Merritt University 403(b) Plan assets move in 2023? ▼
How have Samuel Merritt University plan assets changed over time? ▼
Where does Samuel Merritt University 403(b) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Samuel Merritt University 403(b) Plan? ▼
Next read for Samuel Merritt University 403(b) Plan
Scale reading
Ways to act on Samuel Merritt University 403(b) Plan's numbers.
- By total assets, Samuel Merritt University 403(b) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Samuel Merritt University's sponsor-wide assets have grown 34.7% since 2022 across 3 plan years on file. More Educational Services plans