Other
2023 plan-year Other DOL Form 5500

Retirement Plan for the Hourly Employees of Msd

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by Merck & Co., Inc. Β· New Jersey Β· Manufacturing

What the 2023 filing shows

Retirement Plan for the Hourly Employees of Msd holds $617M for 2,937 participants - about $210,130 per participant, down 8.2% over the 2023 plan year.

$617M
total plan assets (2023 EOY)
2,937
covered participants
$210,130
avg assets per participant
-8.2%
assets change YoY

The plan reported a net loss of $55M for the year β€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$617M
Participants
2,937
State
Industry
Manufacturing

What the Filing Says About Retirement Plan for the Hourly Employees of Msd

Retirement Plan for the Hourly Employees of Msd is a Other retirement plan sponsored by Merck & Co., Inc., headquartered in New Jersey. As of the 2023 Form 5500 filing, the plan reports $617M in total end-of-year assets and covers 2,937 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 221918501, and the plan has been effective since 1956-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $673M at the beginning of 2023 to $617M at year-end β€” a decline of 8.2%. Net assets (after liabilities) closed the year at $617M, with reported net income of $-55,365,529 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$673M
Total Assets (End of Year)$617M
Net Assets (End of Year)$617M
Net Income$-55,365,529
Plan TypeOther
Employer EIN221918501
Plan Effective Date1956-07-01
Filing StatusFILING 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 Other Plans in New Jersey

Peer Other plans β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the Retirement Plan for the Hourly Employees of Msd?
As of the 2023 Form 5500 filing, Retirement Plan for the Hourly Employees of Msd holds $617M in total assets with 2,937 participants. It is sponsored by Merck & Co., Inc..
What type of plan is Retirement Plan for the Hourly Employees of Msd?
Retirement Plan for the Hourly Employees of Msd is a Other plan. It has been effective since 1956-07-01. The plan is filed with the U.S. Department of Labor under EIN 221918501.
Who sponsors the Retirement Plan for the Hourly Employees of Msd?
Retirement Plan for the Hourly Employees of Msd is sponsored by Merck & Co., Inc., located in New Jersey. The sponsor's EIN is 221918501 and the plan operates in the Manufacturing industry.
How did Retirement Plan for the Hourly Employees of Msd perform in 2023?
Retirement Plan for the Hourly Employees of Msd declined by 8.2% during 2023, moving from $673M to $617M in total assets. Net income was $-55,365,529.
Where can I find official filings for Retirement Plan for the Hourly Employees of Msd?
Official Form 5500 filings for Retirement Plan for the Hourly Employees of Msd are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 221918501 or plan name at efast.dol.gov.
How does Retirement Plan for the Hourly Employees of Msd compare to other plans?
You can compare Retirement Plan for the Hourly Employees of Msd against other Other plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 221918501.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.