Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Merlin Entertainments Group US, LLC 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Merlin Entertainments Group US, LLC ยท Florida ยท Arts, Entertainment & Recreation

What the 2023 filing shows

Merlin Entertainments Group US, LLC 401(k) Plan holds $48M for 3,015 participants - about $15,914 per participant, down 14.8% over the 2022 plan year.

$48M
total plan assets (2022 EOY)
3,015
covered participants
$15,914
avg assets per participant
-14.8%
assets change YoY

The plan reported a net loss of $8M for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$48M
Participants
3,015
State
Industry
Arts, Entertainment & Recreation

What the Filing Says About Merlin Entertainments Group US, LLC 401(k) Plan

Merlin Entertainments Group US, LLC 401(k) Plan is a Profit Sharing retirement plan sponsored by Merlin Entertainments Group US, LLC, headquartered in Florida. As of the 2022 Form 5500 filing, the plan reports $48M in total end-of-year assets and covers 3,015 participants across the Arts, Entertainment & Recreation industry. The sponsor's EIN on file with the U.S. Department of Labor is 133894317, and the plan has been effective since 1999-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $56M at the beginning of 2022 to $48M at year-end โ€” a decline of 14.8%. Net assets (after liabilities) closed the year at $48M, with reported net income of $-8,344,579 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$56M
Total Assets (End of Year)$48M
Net Assets (End of Year)$48M
Net Income$-8,344,579
Plan TypeProfit Sharing
Employer EIN133894317
Plan Effective Date1999-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Merlin Entertainments Group US, LLC)

Year Plans Participants Total Assets
2022 1 3,015 $48M
2023 1 4,071 $60M
2024 1 3,847 $71M

Nearby Profit Sharing Plans in Florida

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Frequently Asked Questions

How much money is in the Merlin Entertainments Group US, LLC 401(k) Plan?
As of the 2022 Form 5500 filing, Merlin Entertainments Group US, LLC 401(k) Plan holds $48M in total assets with 3,015 participants. It is sponsored by Merlin Entertainments Group US, LLC.
What type of plan is Merlin Entertainments Group US, LLC 401(k) Plan?
Merlin Entertainments Group US, LLC 401(k) Plan is a Profit Sharing plan. It has been effective since 1999-04-01. The plan is filed with the U.S. Department of Labor under EIN 133894317.
Who sponsors the Merlin Entertainments Group US, LLC 401(k) Plan?
Merlin Entertainments Group US, LLC 401(k) Plan is sponsored by Merlin Entertainments Group US, LLC, located in Florida. The sponsor's EIN is 133894317 and the plan operates in the Arts, Entertainment & Recreation industry.
How did Merlin Entertainments Group US, LLC 401(k) Plan perform in 2022?
Merlin Entertainments Group US, LLC 401(k) Plan declined by 14.8% during 2022, moving from $56M to $48M in total assets. Net income was $-8,344,579.
Where can I find official filings for Merlin Entertainments Group US, LLC 401(k) Plan?
Official Form 5500 filings for Merlin Entertainments Group US, LLC 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 133894317 or plan name at efast.dol.gov.
How does Merlin Entertainments Group US, LLC 401(k) Plan compare to other plans?
You can compare Merlin Entertainments Group US, LLC 401(k) Plan against other Profit Sharing plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) โ€” original filing retrieval by EIN 133894317.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.