401(k) · DOL Form 5500 · 2023

Merritt Hospitality LLC 401(k) Plan

Data updated 2026-08-11

$165M
Total assets
9,086
Participants
94th
Percentile by assets
$18,212
Avg per participant
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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.

  • 94th percentile by assets (of 127,072 plans)
  • #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.

$165M
total plan assets (2023 EOY)
9,086
covered participants
94th
percentile by assets (of 127,072 plans)
$18,212
avg assets per participant

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.

See the national 2022→2023 release diff →

Participants vs Connecticut filers

In Connecticut, the average filing covers about 718 participants across 1,906 plans. Hei Hotels and Resorts 401(k) Plan reports 9,086 participants - 13x that state average ($165M EOY assets).

Connecticut filing particulars

Total Assets (Beginning of Year)$131M
Net Assets (End of Year)$165M
Net Income$35M
Employer EIN522353526
Plan Effective Date2003-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Merritt Hospitality LLC)

$100M$150M$200M$250M 202220232024 $131M $198M ▲ +51.4%
Total plan assets by year, all Merritt Hospitality LLC plans on file
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.

Hei Hotels and Resorts 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Hei Hotels and Resorts 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -200204060 Total assets ($B) Participants Hei Hotels and Resor…Rtx Savings PlanCiti Retirement Savi…The Hartford Investm…Xerox Corporation Sa…Eversource 401(k) Plan
Hei Hotels and Resorts 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

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:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Hei Hotels and Resorts 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Hei Hotels and Resorts 401(k) Plan assets move in 2023?
Hei Hotels and Resorts 401(k) Plan grew sharply - up 26.4% during 2023, from $131M to $165M. Reported net income was $35M.
How have Merritt Hospitality LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Merritt Hospitality LLC's sponsor-wide assets grew 51.4%, from $131M to $198M.
Where does Hei Hotels and Resorts 401(k) Plan rank by assets among Form 5500 filers?
Hei Hotels and Resorts 401(k) Plan ranks in the 94th 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 Hei Hotels and Resorts 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Saloncentric Inc. 401(k) Plan in NJ ($165M, 3,694 participants).

Filing takeaways

Ways to act on Hei Hotels and Resorts 401(k) Plan's numbers.