401(k) · DOL Form 5500 · 2023

Merrill Farms, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
164
Participants Small participant base
66th
Percentile by assets National rank
$85,055
Avg per participant Below avg balance/head
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Official DOL plan name: Merrill Farms, LLC Retirement Plan & Trust · Sponsored by Merrill Farms, LLC · California · Agriculture, Forestry & Fishing

$14M in assets, 164 participants

Merrill Farms, LLC's Merrill Farms, LLC Retirement Plan & Trust reported $14M in total assets and 164 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #929 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in California

Merrill Farms, LLC Retirement Plan & Trust covers 164 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $14M.

#929
in Agriculture, Forestry & Fishing (1,288 peers)
+21.3%
assets growth YoY

Merrill Farms, LLC Retirement Plan & Trust's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Merrill Farms, LLC Retirement Plan & Trust vs every filed plan by assets

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

$13,948,940 Top 34% higher than 66% 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

Merrill Farms, LLC Retirement Plan & Trust 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. Merrill Farms, LLC Retirement Plan & Trust sits mid-pack in the medium band (164 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Merrill Farms, LLC Retirement Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Merrill Farms, LLC Retirement Plan & Trust end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Merrill Farms, LLC Retirement Plan & Trust reported participants fell from 172 in the plan year 2022 filing to 164 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 770545932 · Merrill Farms, LLC PY 2023 · 401(k)

Merrill Farms, LLC Retirement Plan & Trust · $14M · 164 · 66th

  • RANK $14M
  • PHOTO 164
  • IND 66th
  • EOY 401(k)
  • 5500 near Illinois Fraternal Order of Police Labor Council Inc. 401(k) Profit Sharing Plan
  • ASSETS ind #929

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 Agriculture, Forestry & Fishing retirement plans → · Plans in California →

Merrill Farms, LLC Retirement Plan & Trust in the asset neighbourhood

Merrill Farms, LLC Retirement Plan & TrustMerrill Farms, LLC Retiremen…$14MIllinois Fraternal Order of Police Labor Council Inc. 401(k) Profit Sharing PlanIllinois Fraternal Order of …$14MHiller, LLC 401(k) Plan$14MDem-Con Companies 401(k) Plan$14MBynder 401(k) Plan$14M
End-of-year total assets ($M) among Merrill Farms, LLC Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN770545932
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Merrill Farms, LLC)

Sponsor-wide plan assets over time

All Merrill Farms, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 45.816445715043926% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.5M $16.8M ▲ +45.8%
Year Plans Participants Total Assets
2022 1 172 $12M
2023 1 164 $14M
2024 1 219 $17M

Nearby 401(k) Plans in California

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

Merrill Farms, LLC Retirement Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Merrill Farms, LLC Retirement Plan & Trust, Total assets ($B): 0.01394894 · Participants: 164Merrill Farms, LLC Retirement Plan & TrustWells 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
Merrill Farms, LLC Retirement Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Merrill Farms, LLC Retirement Plan & Trust side-by-side with 3 peers →

Merrill Farms, LLC Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Illinois Fraternal Order of Police Labor Council Inc. 401(k) Profit Sharing Plan in IL ($14M); by covered participants it is Daycon Products Company, Inc. 401(k) Plan in MD (164 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (164 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 Merrill Farms, LLC Retirement Plan & Trust assets move in 2023? ▼
Merrill Farms, LLC Retirement Plan & Trust grew sharply - up 21.3% during 2023, from $12M to $14M. Reported net income was $2M.
How have Merrill Farms, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Merrill Farms, LLC's sponsor-wide assets grew 45.8%, from $12M to $17M.
Which 401(k) plans are similar in size to Merrill Farms, LLC Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Illinois Fraternal Order of Police Labor Council Inc. 401(k) Profit Sharing Plan in IL ($14M, 33 participants).
Which 401(k) plans cover a similar participant headcount to Merrill Farms, LLC Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Daycon Products Company, Inc. 401(k) Plan in MD (164 participants, N/A 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 770545932.

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.