401(k) · DOL Form 5500 · 2023
Merritt Hospitality LLC 401(k) Plan
Data updated 2026-08-25
- $165M
- Total assets Near avg plan size
- 9,086
- Participants Very large workforce
- 94th
- Percentile by assets National rank
- $18,212
- Avg per participant Low balance/head
Official DOL plan name: Hei Hotels and Resorts 401(k) Plan · Sponsored by Merritt Hospitality LLC · Connecticut · Food Services & Accommodation
$165M in assets, 9,086 participants
Merritt Hospitality LLC's Hei Hotels and Resorts 401(k) Plan reported $165M in total assets and 9,086 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #3,767 in Food Services & Accommodation (3,828 peers)
Coverage in Connecticut
Hei Hotels and Resorts 401(k) Plan covers 9,086 participants in Connecticut, 13x the typical Connecticut plan (state average ~718 per filing). Assets: $165M.
- #3,767
- in Food Services & Accommodation (3,828 peers)
- +26.4%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Hei Hotels and Resorts 401(k) Plan's outsized position by total assets
Hei Hotels and Resorts 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$165,472,409 Top 6% higher than 94% 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
Hei Hotels and Resorts 401(k) 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. Hei Hotels and Resorts 401(k) Plan lands in the large band (9,086 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hei Hotels and Resorts 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $35M in the plan year 2023 filing.
- Hei Hotels and Resorts 401(k) Plan reported participants rose from 6,944 in the plan year 2022 filing to 9,086 in the plan year 2023 filing.
- Hei Hotels and Resorts 401(k) Plan end-of-year assets rose from $131M in the plan year 2022 filing to $165M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 522353526 · Merritt Hospitality LLC PY 2023 · 401(k)
Hei Hotels and Resorts 401(k) Plan · $165M · 9,086 · 94th
- EBSA $165M
- EBSA 9,086
- EBSA 94th
- EBSA 401(k)
- EBSA near Saloncentric Inc. 401(k) Plan
- EBSA ind #3767
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 Food Services & Accommodation retirement plans → · Plans in Connecticut →
Hei Hotels and Resorts 401(k) Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $131M |
|---|---|
| Net Assets (End of Year) | $165M |
| Net Income | $35M |
| Employer EIN | 522353526 |
| Plan Effective Date | 2003-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Merritt Hospitality LLC)
Sponsor-wide plan assets over time
All Merritt Hospitality LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $198M 51.411910698924814% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,944 | $131M |
| 2023 | 1 | 9,086 | $165M |
| 2024 | 1 | 10,540 | $198M |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $52.8B · 123,037
- Citi Retirement Savings Plan $20.7B · 77,865
- The Hartford Investment and Savings Plan $6.5B · 18,377
- Xerox Corporation Savings Plan $3.9B · 10,291
- Eversource 401(k) Plan $3.8B · 9,504
Scale composition for Hei Hotels and Resorts 401(k) Plan
Hei Hotels and Resorts 401(k) Plan reports $165M in end-of-year assets across 9,086 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $18,212 per participant (13% of the national average assets-per-participant) . Net income for plan year 2023 was $35M.
This plan identity (EIN 522353526, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $131M to $198M (+51.4%) while covered participants moved from 6,944 to 10,540 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,944 | $131M | Open filing |
| 2023 | 9,086 | $165M | This page |
| 2024 · index core | 10,540 | $198M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Hei Hotels and Resorts 401(k) Plan (401(k), $198M, 10,540 participants)
Hei Hotels and Resorts 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Saloncentric Inc. 401(k) Plan in NJ ($165M); by covered participants it is Humana Partnership Savings Plan in KY (9,085 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($165M here).
- Saloncentric Inc. 401(k) Plan (NJ) $165M · 3,694
- Ampersand 401(k) Plan (NY) $165M · 606
- Barclay Damon LLP Profit Sharing and 401(k) Plan (NY) $165M · 417
- Victory Capital Management, Inc. 401(k) Savings Plan (OH) $166M · 505
Similar participant headcount
Nearest other-state filings by covered participants (9,086 participants); asset peers above are excluded.
- Humana Partnership Savings Plan (KY) 9,085 · 1 off
- Highgate Hotels 401(k) Plan (TX) 9,075 · 11 off
- Interfoods of America, Inc. Employees Savings Plan (FL) 9,052 · 34 off
- Bp Employee Savings Plan (TX) 9,049 · 37 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.