401(k) · DOL Form 5500 · 2023
Merlin Industries, Inc. 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 303
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $41,351
- Avg per participant Low balance/head
Official DOL plan name: Merlin Industries, Inc. 401(k) Plan · Sponsored by Merlin Industries, Inc. · New Jersey · Manufacturing
$13M in assets, 303 participants
Merlin Industries, Inc.'s Merlin Industries, Inc. 401(k) Plan reported $13M in total assets and 303 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.
- #9,517 in Manufacturing (18,722 peers)
Coverage in New Jersey
Merlin Industries, Inc. 401(k) Plan covers 303 participants in New Jersey, about 36% of the average New Jersey filer (state average ~844 per filing). Assets: $13M.
- #9,517
- in Manufacturing (18,722 peers)
- +10.7%
- assets growth YoY
Merlin Industries, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers
Merlin Industries, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,529,219 Top 37% higher than 63% 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
Merlin Industries, Inc. 401(k) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Merlin Industries, Inc. 401(k) Plan sits mid-pack in the medium band (303 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Merlin Industries, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Merlin Industries, Inc. 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Merlin Industries, Inc. 401(k) Plan reported participants rose from 289 in the plan year 2022 filing to 303 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 222896157 · Merlin Industries, Inc. PY 2023 · 401(k)
Merlin Industries, Inc. 401(k) Plan · $13M · 303 · 63rd
- PART $13M
- TYPE 303
- NET 63rd
- BOOK 401(k)
- VS-ST near Blue Mountain Energy, Inc. Hourly Employees Plan
- BOY ind #9517
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 Manufacturing retirement plans → · Plans in New Jersey →
Merlin Industries, Inc. 401(k) Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $1M |
| Employer EIN | 222896157 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Merlin Industries, Inc.)
Sponsor-wide plan assets over time
All Merlin Industries, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 22.81752059996015% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 289 | $11M |
| 2023 | 1 | 303 | $13M |
| 2024 | 1 | 306 | $14M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Merlin Industries, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Blue Mountain Energy, Inc. Hourly Employees Plan in UT ($13M); by covered participants it is Emergency Hospital Systems 401(k) Plan in TX (303 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Blue Mountain Energy, Inc. Hourly Employees Plan (UT) $13M · 123
- Synergy Equipment 401(k) Plan (FL) $13M · 376
- Antenna Research, Inc. 401(k) Plan (MD) $13M · 185
- Standard Calibrations, Inc. Retirement Plan (VA) $13M · 102
Similar participant headcount
Nearest other-state filings by covered participants (303 participants); asset peers above are excluded.
- Emergency Hospital Systems 401(k) Plan (TX) 303 · 0 off
- Wm. a. Straub, Inc. 401(k) Plan (MO) 303 · 0 off
- Neighborhood Health Employees Savings Plan (VA) 303 · 0 off
- Revinate LLC 401(k) Retirement Plan (OR) 303 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.