401(k) · DOL Form 5500 · 2023

Merchant & Gould P.C. 401(k) Plan

Data updated 2026-08-11

$131M
Total assets: 207
Participants: 93rd
Percentile by assets: $631,218
Avg per participant

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.

93rd percentile by assets (of 127,072 plans)
#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.

$131M
total plan assets (2023 EOY): 207
covered participants: 93rd
percentile by assets (of 127,072 plans): $631,218
avg assets per participant

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.

See the national 2022→2023 release diff →

State

Minnesota

Industry

Professional & Technical Services

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Merchant & Gould P.C. 401(k) Retirement Savings and Profit Sharing Plan reports 207 participants - about 18% of that state average ($131M EOY assets).

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.)

Total plan assets by year, all Merchant & Gould P.C. plans on file

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.

Merchant & Gould P.C. 401(k) Retirement Savings and Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

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

Compare Merchant & Gould P.C. 401(k) Retirement … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Merchant & Gould P.C. 401(k) Retirement Savings and Profit Sharing Plan by total assets, not by location.

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

Frequently Asked Questions

How did Merchant & Gould P.C. 401(k) Retirement Savings and Profit Sharing Plan assets move in 2023? ▼

Merchant & Gould P.C. 401(k) Retirement Savings and Profit Sharing Plan grew sharply - up 16.6% during 2023, from $112M to $131M. Reported net income was $19M.

How have Merchant & Gould P.C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Merchant & Gould P.C.'s sponsor-wide assets declined 13.2%, from $163M to $142M.

Where does Merchant & Gould P.C. 401(k) Retirement Savings and Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Merchant & Gould P.C. 401(k) Retirement Savings and Profit Sharing Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Merchant & Gould P.C. 401(k) Retirement Savings and Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Global 401(k) Retirement Plan in AK ($131M, 2,194 participants).

Next read for Merchant & Gould P.C. 401(k) Retirement …

Filing takeaways

Ways to act on Merchant & Gould P.C. 401(k) Retirement Savings and Profit Sharing Plan's numbers.

By total assets, Merchant & Gould P.C. 401(k) Retirement Savings and Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Minnesota. Compare plans
Merchant & Gould P.C.'s sponsor-wide assets have declined 13.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 410991388.