401(k) · DOL Form 5500 · 2023

Merrell Bros., Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
166
Participants Small participant base
51st
Percentile by assets National rank
$41,369
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Merrell Bros. Retirement Savings Plan · Sponsored by Merrell Bros., Inc. · Indiana · Administrative & Support Services

$7M in assets, 166 participants

Merrell Bros., Inc.'s Merrell Bros. Retirement Savings Plan reported $7M in total assets and 166 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,126 in Administrative & Support Services (4,372 peers)

Coverage in Indiana

Merrell Bros. Retirement Savings Plan covers 166 participants in Indiana, about 31% of the average Indiana filer (state average ~541 per filing). Assets: $7M.

#3,126
in Administrative & Support Services (4,372 peers)
+31.2%
assets growth YoY

Merrell Bros. Retirement Savings Plan's mid-pack asset rank among Administrative & Support Services and all filers

Merrell Bros. Retirement Savings Plan vs every filed plan by assets

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

$6,867,266 Top 49% higher than 51% 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

Merrell Bros. Retirement Savings 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. Merrell Bros. Retirement Savings Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Merrell Bros. Retirement Savings Plan reported net income rose from -$525K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Merrell Bros. Retirement Savings Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Merrell Bros. Retirement Savings Plan reported participants rose from 150 in the plan year 2022 filing to 166 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 351681490 · Merrell Bros., Inc. PY 2023 · 401(k)

Merrell Bros. Retirement Savings Plan · $7M · 166 · 51st

  • PART $7M
  • TYPE 166
  • NET 51st
  • BOOK 401(k)
  • VS-ST near The Better Business Bureau, Inc. 401(k) Savings Plan
  • BOY ind #3126

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 Administrative & Support Services retirement plans → · Plans in Indiana →

Merrell Bros. Retirement Savings Plan in the asset neighbourhood

Merrell Bros. Retirement Savings PlanMerrell Bros. Retirement Sav…$7MThe Better Business Bureau, Inc. 401(k) Savings PlanThe Better Business Bureau, …$7MMidwest Escapes 401(k)$7MCleary Construction 401(k) PlanCleary Construction 401(k) P…$7MCincinnati Federal Svgs & Loan Association 401(k) Psp & TrustCincinnati Federal Svgs & Lo…$7M
End-of-year total assets ($M) among Merrell Bros. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN351681490
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Merrell Bros., Inc.)

Sponsor-wide plan assets over time

All Merrell Bros., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 61.64290069406878% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $5.24M $8.46M ▲ +61.5%
Year Plans Participants Total Assets
2022 1 150 $5M
2023 1 166 $7M
2024 1 170 $8M

Nearby 401(k) Plans in Indiana

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

Merrell Bros. Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Merrell Bros. Retirement Savings Plan, Total assets ($B): 0.006867266 · Participants: 166Merrell Bros. Retirement Savings PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Merrell Bros. Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Merrell Bros. Retirement Savings Plan side-by-side with 3 peers →

Merrell Bros. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is The Better Business Bureau, Inc. 401(k) Savings Plan in AZ ($7M); by covered participants it is California Retina Associates 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Merrell Bros. Retirement Savings Plan assets move in 2023? ▼
Merrell Bros. Retirement Savings Plan surged - up 31.2% during 2023, from $5M to $7M. Reported net income was $2M.
How have Merrell Bros., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Merrell Bros., Inc.'s sponsor-wide assets grew 61.6%, from $5M to $8M.
Which 401(k) plans are similar in size to Merrell Bros. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Better Business Bureau, Inc. 401(k) Savings Plan in AZ ($7M, 130 participants).
Which 401(k) plans cover a similar participant headcount to Merrell Bros. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is California Retina Associates 401(k) Plan in CA (166 participants, $362K 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 351681490.

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.