401(k) · DOL Form 5500 · 2023

The Merit Distribution Group, LLC 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
568
Participants Below avg headcount
78th
Percentile by assets National rank
$48,208
Avg per participant Low balance/head
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Official DOL plan name: Merit Distribution Group 401(k) Plan · Sponsored by The Merit Distribution Group, LLC · South Carolina · Wholesale Trade

$27M in assets, 568 participants

The Merit Distribution Group, LLC's Merit Distribution Group 401(k) Plan reported $27M in total assets and 568 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #4,839 in Wholesale Trade (6,309 peers)

Where Merit Distribution Group 401(k) Plan sits by assets

Merit Distribution Group 401(k) Plan sits in the top quartile of all filed plans by assets, $27M for 568 participants (~$48,208/participant), up 8.3% in 2023.

#4,839
in Wholesale Trade (6,309 peers)
+8.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Merit Distribution Group 401(k) Plan's outsized position by total assets

Merit Distribution Group 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$27,382,041 Top 22% higher than 78% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Merit Distribution Group 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. Merit Distribution Group 401(k) Plan sits mid-pack in the medium band (568 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Merit Distribution Group 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Merit Distribution Group 401(k) Plan reported participants fell from 623 in the plan year 2022 filing to 568 in the plan year 2023 filing.
  • Merit Distribution Group 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $27M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 452595304 · The Merit Distribution Group, LLC PY 2023 · 401(k)

Merit Distribution Group 401(k) Plan · $27M · 568 · 78th

  • EOY $27M
  • 5500 568
  • ASSETS 78th
  • PCT 401(k)
  • EIN near Baton Rouge Radiology Group, Inc. Apmc 401(k) Profit Sharing Plan
  • RANK ind #4839

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 Wholesale Trade retirement plans → · Plans in South Carolina →

Merit Distribution Group 401(k) Plan in the asset neighbourhood

Square Care Medical Group, LLP 401(k) PlanSquare Care Medical Group, L…$27MMerit Distribution Group 401(k) PlanMerit Distribution Group 401…$27MBaton Rouge Radiology Group, Inc. Apmc 401(k) Profit Sharing PlanBaton Rouge Radiology Group,…$27MToyo Ink 401(k) Plan$27MMaysteel Industries, LLC 401(k) Retirement Savings PlanMaysteel Industries, LLC 401…$27M
End-of-year total assets ($M) among Merit Distribution Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$27M
Net Income$2M
Employer EIN452595304
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Merit Distribution Group, LLC)

Sponsor-wide plan assets over time

All The Merit Distribution Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$27M 6.095731834558522% vs 2022
2024 filing year
$25M$26M$27M$28M 202220232024 $25.3M $26.8M ▲ +6.1%
Year Plans Participants Total Assets
2022 1 623 $25M
2023 1 568 $27M
2024 1 396 $27M

Nearby 401(k) Plans in South Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Merit Distribution Group 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Merit Distribution Group 401(k) Plan, Total assets ($B): 0.027382041 · Participants: 568Merit Distribution Group 401(k) PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Merit Distribution Group 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Merit Distribution Group 401(k) Plan side-by-side with 3 peers →

Merit Distribution Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Baton Rouge Radiology Group, Inc. Apmc 401(k) Profit Sharing Plan in LA ($27M); by covered participants it is Westamerica Bancorporation Tax Deferred Savings/ Retirement Plan (ESOP) in CA (568 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (568 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Merit Distribution Group 401(k) Plan assets move in 2023? ▼
Merit Distribution Group 401(k) Plan grew at a solid clip - up 8.3% during 2023, from $25M to $27M. Reported net income was $2M.
How have The Merit Distribution Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Merit Distribution Group, LLC's sponsor-wide assets grew 6.1%, from $25M to $27M.
Where does Merit Distribution Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Merit Distribution Group 401(k) Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Merit Distribution Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Baton Rouge Radiology Group, Inc. Apmc 401(k) Profit Sharing Plan in LA ($27M, 31 participants).
Which 401(k) plans cover a similar participant headcount to Merit Distribution Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Westamerica Bancorporation Tax Deferred Savings/ Retirement Plan (ESOP) in CA (568 participants, $61M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 452595304.

Read our methodology - how this data is sourced, computed, and verified.

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