401(k) · DOL Form 5500 · 2023
Merck & Co., Inc. 401(k) Plan
Data updated 2026-08-11
- $499M
- Total assets
- 2,487
- Participants
- 97th
- Percentile by assets
- $200,490
- Avg per participant
Official DOL plan name: Msd Employee Stock Purchase & Savings Plan · Sponsored by Merck & Co., Inc. · New Jersey · Manufacturing
$499M in assets, 2,487 participants
Merck & Co., Inc.'s Msd Employee Stock Purchase & Savings Plan reported $499M in total assets and 2,487 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 127,072 plans)
- #17,930 in Manufacturing (18,722 peers)
Coverage in New Jersey
Msd Employee Stock Purchase & Savings Plan covers 2,487 participants in New Jersey, 2.9x the typical New Jersey plan (state average ~844 per filing). Assets: $499M.
- $499M
- total plan assets (2023 EOY)
- 2,487
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $200,490
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Msd Employee Stock Purchase & Savings Plan reported net income rose from -$77M in the plan year 2022 filing to $38M in the plan year 2023 filing.
- Msd Employee Stock Purchase & Savings Plan end-of-year assets rose from $463M in the plan year 2022 filing to $499M in the plan year 2023 filing.
- Msd Employee Stock Purchase & Savings Plan reported participants fell from 2,680 in the plan year 2022 filing to 2,487 in the plan year 2023 filing.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Msd Employee Stock Purchase & Savings Plan reports 2,487 participants - 2.9x that state average ($499M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $463M |
|---|---|
| Net Assets (End of Year) | $499M |
| Net Income | $38M |
| Employer EIN | 221918501 |
| Plan Effective Date | 1983-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Merck & Co., Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 55,803 | $22.2B |
| 2023 | 4 | 57,497 | $24.8B |
| 2024 | 4 | 59,874 | $26.3B |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Msd Employee Stock Purchase & Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Msd Employee Stock Purchase & Savings Plan by total assets, not by location.
- Brown and Caldwell Savings Plan (CO) $499M · 1,950
- Cook Inlet Region 401(k) Retirement Plan (AK) $498M · 5,039
- Hunter Douglas, Inc. Employee Savings 401(k) Plan (NY) $498M · 4,887
- Retirement Savings Plan for Daikin Group Affiliated Companies (MN) $499M · 5,930
Frequently Asked Questions
How did Msd Employee Stock Purchase & Savings Plan assets move in 2023? ▼
How have Merck & Co., Inc. plan assets changed over time? ▼
Where does Msd Employee Stock Purchase & Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Msd Employee Stock Purchase & Savings Plan? ▼
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Filing takeaways
Ways to act on Msd Employee Stock Purchase & Savings Plan's numbers.
- By total assets, Msd Employee Stock Purchase & Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
- Merck & Co., Inc.'s sponsor-wide assets have grown 18.1% since 2022 across 3 plan years on file. More Manufacturing plans