401(k) · DOL Form 5500 · 2023

Merative US L.P. 401(k) Plan

Data updated 2026-08-25

$83M
Total assets Below avg plan size
1,627
Participants Near avg headcount
90th
Percentile by assets National rank
$50,847
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Merative US L.P. 401(k) Retirement Plan · Sponsored by Merative US L.P. · Michigan · Professional & Technical Services

$83M in assets, 1,627 participants

Merative US L.P.'s Merative US L.P. 401(k) Retirement Plan reported $83M in total assets and 1,627 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,523 in Professional & Technical Services (20,321 peers)

Coverage in Michigan

Merative US L.P. 401(k) Retirement Plan covers 1,627 participants in Michigan, 2.6x the typical Michigan plan (state average ~638 per filing). Assets: $83M.

#18,523
in Professional & Technical Services (20,321 peers)
+199.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Merative US L.P. 401(k) Retirement Plan's outsized position by total assets

Merative US L.P. 401(k) Retirement Plan vs every filed plan by assets

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

$82,728,380 Top 10% higher than 90% 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

Merative US L.P. 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Merative US L.P. 401(k) Retirement Plan lands in the large band (1,627 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Merative US L.P. 401(k) Retirement Plan end-of-year assets rose from $28M in the plan year 2022 filing to $83M in the plan year 2023 filing.
  • Merative US L.P. 401(k) Retirement Plan reported net income rose from $28M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • Merative US L.P. 401(k) Retirement Plan reported participants rose from 1,326 in the plan year 2022 filing to 1,627 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 881430661 · Merative US L.P. PY 2023 · 401(k)

Merative US L.P. 401(k) Retirement Plan · $83M · 1,627 · 90th

  • IND $83M
  • IND 1,627
  • IND 90th
  • IND 401(k)
  • IND near Missouri Employers Mutual Insurance Company 401(k) Plan
  • IND ind #18523

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 Michigan →

Merative US L.P. 401(k) Retirement Plan in the asset neighbourhood

Harbor Capital Advisors, Inc. 401(k) PlanHarbor Capital Advisors, Inc…$83MSg360 Savings Plan$83MMerative US L.P. 401(k) Retirement PlanMerative US L.P. 401(k) Reti…$83MMissouri Employers Mutual Insurance Company 401(k) PlanMissouri Employers Mutual In…$83MReed Companies Profit Sharing Plan and TrustReed Companies Profit Sharin…$83M
End-of-year total assets ($M) among Merative US L.P. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$83M
Net Income$55M
Employer EIN881430661
Plan Effective Date2022-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Merative US L.P.)

Sponsor-wide plan assets over time

All Merative US L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$118M 325.22495207344645% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $27.7M $118M ▲ +325.2%
Year Plans Participants Total Assets
2022 1 1,326 $28M
2023 1 1,627 $83M
2024 1 1,309 $118M

Nearby 401(k) Plans in Michigan

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

Merative US L.P. 401(k) Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Merative US L.P. 401(k) Retirement Plan, Total assets ($B): 0.08272838 · Participants: 1627Merative US L.P. 401(k) Retirement PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Merative US L.P. 401(k) Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Merative US L.P. 401(k) Retirement Plan side-by-side with 3 peers →

Merative US L.P. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Missouri Employers Mutual Insurance Company 401(k) Plan in MO ($83M); by covered participants it is Geosyntec Consultants, Inc. and Subsidiaries 401(k) Retirement Plan in FL (1,627 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($83M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,627 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 Merative US L.P. 401(k) Retirement Plan assets move in 2023? ▼
Merative US L.P. 401(k) Retirement Plan surged - up 199.2% during 2023, from $28M to $83M. Reported net income was $55M.
How have Merative US L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Merative US L.P.'s sponsor-wide assets grew 325.2%, from $28M to $118M.
Where does Merative US L.P. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Merative US L.P. 401(k) Retirement Plan ranks in the 90th 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 Merative US L.P. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Missouri Employers Mutual Insurance Company 401(k) Plan in MO ($83M, 285 participants).
Which 401(k) plans cover a similar participant headcount to Merative US L.P. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Geosyntec Consultants, Inc. and Subsidiaries 401(k) Retirement Plan in FL (1,627 participants, $372M 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 881430661.

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.