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
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.
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 EIN | 522353526 |
| Plan Effective Date | 2003-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Merritt Hospitality LLC)
| 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
- 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)
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.
- 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
Frequently Asked Questions
How did Hei Hotels and Resorts 401(k) Plan assets move in 2023? ▼
How have Merritt Hospitality LLC plan assets changed over time? ▼
Where does Hei Hotels and Resorts 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Hei Hotels and Resorts 401(k) Plan? ▼
Next read for Hei Hotels and Resorts 401(k) Plan
Filing takeaways
Ways to act on Hei Hotels and Resorts 401(k) Plan's numbers.
- By total assets, Hei Hotels and Resorts 401(k) 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 Connecticut. Compare plans
- Merritt Hospitality LLC's sponsor-wide assets have grown 51.4% since 2022 across 3 plan years on file. More Food Services & Accommodation plans