401(k) · DOL Form 5500 · 2023

Merck & Co., Inc. 401(k) Plan

Data updated 2026-08-25

$499M
Total assets Above avg plan size
2,487
Participants Above avg headcount
97th
Percentile by assets National rank
$200,490
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#17,930
in Manufacturing (18,722 peers)
+7.6%
assets growth YoY
5.0×
vs typical plan assets (national mean)

Msd Employee Stock Purchase & Savings Plan's outsized position by total assets

Msd Employee Stock Purchase & Savings Plan vs every filed plan by assets

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

$498,619,440 Top 3% higher than 97% 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

Msd Employee Stock Purchase & Savings 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. Msd Employee Stock Purchase & Savings Plan lands in the large band (2,487 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 221918501 · Merck & Co., Inc. PY 2023 · 401(k)

Msd Employee Stock Purchase & Savings Plan · $499M · 2,487 · 97th

  • NET $499M
  • BOOK 2,487
  • VS-ST 97th
  • BOY 401(k)
  • SCH near Brown and Caldwell Savings Plan
  • EBSA ind #17930

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 Manufacturing retirement plans → · Plans in New Jersey →

Msd Employee Stock Purchase & Savings Plan in the asset neighbourhood

Retirement Savings Plan for Daikin Group Affiliated CompaniesRetirement Savings Plan for …$499MBrown and Caldwell Savings PlanBrown and Caldwell Savings P…$499MMsd Employee Stock Purchase & Savings PlanMsd Employee Stock Purchase …$499MCook Inlet Region 401(k) Retirement PlanCook Inlet Region 401(k) Ret…$498MHunter Douglas, Inc. Employee Savings 401(k) PlanHunter Douglas, Inc. Employe…$498M
End-of-year total assets ($M) among Msd Employee Stock Purchase & Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$463M
Net Assets (End of Year)$499M
Net Income$38M
Employer EIN221918501
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Merck & Co., Inc.)

Sponsor-wide plan assets over time

All Merck & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26.3B 18.13047230036898% vs 2022
2024 filing year
$20B$22B$24B$26B$28B 202220232024 $22.2B $26.3B ▲ +18.1%
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 Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Msd Employee Stock Purchase & Savings Plan, Total assets ($B): 0.49861944 · Participants: 2487Msd Employee Stock Purchase & Savings PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Msd Employee Stock Purchase & Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Msd Employee Stock Purchase & Savings Plan side-by-side with 3 peers →

Msd Employee Stock Purchase & Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Brown and Caldwell Savings Plan in CO ($499M); by covered participants it is The Medical Team, Inc. Employee Benefit Plan in VA (2,487 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($499M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,487 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 Msd Employee Stock Purchase & Savings Plan assets move in 2023? ▼
Msd Employee Stock Purchase & Savings Plan grew at a solid clip - up 7.6% during 2023, from $463M to $499M. Reported net income was $38M.
How have Merck & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Merck & Co., Inc.'s sponsor-wide assets grew 18.1%, from $22.2B to $26.3B.
Where does Msd Employee Stock Purchase & Savings Plan rank by assets among Form 5500 filers? ▼
Msd Employee Stock Purchase & Savings Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Msd Employee Stock Purchase & Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brown and Caldwell Savings Plan in CO ($499M, 1,950 participants).
Which 401(k) plans cover a similar participant headcount to Msd Employee Stock Purchase & Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Medical Team, Inc. Employee Benefit Plan in VA (2,487 participants, $7M 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 221918501.

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.