401(k) · DOL Form 5500 · 2023
Merchant & Gould P.C. 401(k) Plan
Data updated 2026-08-25
- $131M
- Total assets Near avg plan size
- 207
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $631,218
- Avg per participant High balance/head
Official DOL plan name: Merchant & Gould P.C. 401(k) Retirement Savings and Profit Sharing Plan · Sponsored by Merchant & Gould P.C. · Minnesota · Professional & Technical Services
$131M in assets, 207 participants
Merchant & Gould P.C.'s Merchant & Gould P.C. 401(k) Retirement Savings and Profit Sharing Plan reported $131M in total assets and 207 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #19,125 in Professional & Technical Services (20,321 peers)
Coverage in Minnesota
Merchant & Gould P.C. 401(k) Retirement Savings and Profit Sharing Plan covers 207 participants in Minnesota, about 18% of the average Minnesota filer (state average ~1,126 per filing). Assets: $131M.
- #19,125
- in Professional & Technical Services (20,321 peers)
- +16.6%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Merchant & Gould P.C. 401(k) Retirement Savings and Profit Sharing Plan's outsized position by total assets
Merchant & Gould P.C. 401(k) Retirement Savings and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$130,662,082 Top 7% higher than 93% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Merchant & Gould P.C. 401(k) Retirement Savings and Profit Sharing 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. Merchant & Gould P.C. 401(k) Retirement Savings and Profit Sharing Plan sits mid-pack in the medium band (207 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Merchant & Gould P.C. 401(k) Retirement Savings and Profit Sharing Plan reported net income rose from -$21M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Merchant & Gould P.C. 401(k) Retirement Savings and Profit Sharing Plan end-of-year assets rose from $112M in the plan year 2022 filing to $131M in the plan year 2023 filing.
- Merchant & Gould P.C. 401(k) Retirement Savings and Profit Sharing Plan reported participants rose from 204 in the plan year 2022 filing to 207 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 410991388 · Merchant & Gould P.C. PY 2023 · 401(k)
Merchant & Gould P.C. 401(k) Retirement Savings and Profit Sharing Plan · $131M · 207 · 93rd
- ASSETS $131M
- PCT 207
- EIN 93rd
- RANK 401(k)
- PHOTO near Global 401(k) Retirement Plan
- IND ind #19125
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 Professional & Technical Services retirement plans → · Plans in Minnesota →
Merchant & Gould P.C. 401(k) Retirement Savings and Profit Sharing Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $112M |
|---|---|
| Net Assets (End of Year) | $131M |
| Net Income | $19M |
| Employer EIN | 410991388 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Merchant & Gould P.C.)
Sponsor-wide plan assets over time
All Merchant & Gould P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $142M 13.19287180211797% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 230 | $163M |
| 2023 | 2 | 231 | $136M |
| 2024 | 1 | 213 | $142M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
Merchant & Gould P.C. 401(k) Retirement Savings and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Global 401(k) Retirement Plan in AK ($131M); by covered participants it is Rp Construction Services, Inc. 401(k) Plan in CA (207 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($131M here).
- Global 401(k) Retirement Plan (AK) $131M · 2,194
- Drivetime 401(k) Plan (AZ) $131M · 4,302
- Ahf Savings and Investment Plan (CA) $131M · 2,650
- Atlas Steel Products Co. Employee Savings and Profit Sharing Plan (OH) $131M · 211
Similar participant headcount
Nearest other-state filings by covered participants (207 participants); asset peers above are excluded.
- Rp Construction Services, Inc. 401(k) Plan (CA) 207 · 0 off
- Advanced Photographic Solutions Retirement Savings Plan (TN) 207 · 0 off
- Pilot Pen 401(k) Plan (FL) 207 · 0 off
- Core Services Group, Inc. 401(k) Profit Sharing Plan (NY) 207 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.