401(k) · DOL Form 5500 · 2023

Merlone Geier Management, LLC 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
90
Participants Small participant base
81st
Percentile by assets National rank
$377,253
Avg per participant High balance/head
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Official DOL plan name: Merlone Geier Management, LLC 401(k) Plan · Sponsored by Merlone Geier Management, LLC · California · Real Estate

$34M in assets, 90 participants

Merlone Geier Management, LLC's Merlone Geier Management, LLC 401(k) Plan reported $34M in total assets and 90 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #4,341 in Real Estate (4,727 peers)

Where Merlone Geier Management, LLC 401(k) Plan sits by assets

Merlone Geier Management, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $34M for 90 participants (~$377,253/participant), up 20.9% in 2023.

#4,341
in Real Estate (4,727 peers)
+20.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Merlone Geier Management, LLC 401(k) Plan's outsized position by total assets

Merlone Geier Management, LLC 401(k) Plan vs every filed plan by assets

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

$33,952,814 Top 19% higher than 81% 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

Merlone Geier Management, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Merlone Geier Management, LLC 401(k) Plan is a small filing (90 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Merlone Geier Management, LLC 401(k) Plan reported net income rose from -$10M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Merlone Geier Management, LLC 401(k) Plan reported participants fell from 118 in the plan year 2022 filing to 90 in the plan year 2023 filing.
  • Merlone Geier Management, LLC 401(k) Plan end-of-year assets rose from $28M in the plan year 2022 filing to $34M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 943285977 · Merlone Geier Management, LLC PY 2023 · 401(k)

Merlone Geier Management, LLC 401(k) Plan · $34M · 90 · 81st

  • EIN $34M
  • EIN 90
  • EIN 81st
  • EIN 401(k)
  • EIN near Andesa Services Savings Incentive Plan
  • EIN ind #4341

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 Real Estate retirement plans → · Plans in California →

Merlone Geier Management, LLC 401(k) Plan in the asset neighbourhood

Totalmed Staffing, Inc. 401(k) Profit Sharing Plan and TrustTotalmed Staffing, Inc. 401(…$34MCharms Employees Retirement and Savings PlanCharms Employees Retirement …$34MMerlone Geier Management, LLC 401(k) PlanMerlone Geier Management, LL…$34MAndesa Services Savings Incentive PlanAndesa Services Savings Ince…$34MIntega, Inc. 401(k) Plan$34M
End-of-year total assets ($M) among Merlone Geier Management, LLC 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)$28M
Net Assets (End of Year)$34M
Net Income$6M
Employer EIN943285977
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Merlone Geier Management, LLC)

Sponsor-wide plan assets over time

All Merlone Geier Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$38M 36.24669743604465% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.1M $38.3M ▲ +36.2%
Year Plans Participants Total Assets
2022 1 118 $28M
2023 1 90 $34M
2024 1 82 $38M

Nearby 401(k) Plans in California

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

Merlone Geier Management, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Merlone Geier Management, LLC 401(k) Plan, Total assets ($B): 0.033952814 · Participants: 90Merlone Geier Management, LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Merlone Geier Management, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Merlone Geier Management, LLC 401(k) Plan side-by-side with 3 peers →

Merlone Geier Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Andesa Services Savings Incentive Plan in PA ($34M); by covered participants it is Co-Op 401(k) Plan in WA (90 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (90 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 Merlone Geier Management, LLC 401(k) Plan assets move in 2023? ▼
Merlone Geier Management, LLC 401(k) Plan grew sharply - up 20.9% during 2023, from $28M to $34M. Reported net income was $6M.
How have Merlone Geier Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Merlone Geier Management, LLC's sponsor-wide assets grew 36.2%, from $28M to $38M.
Where does Merlone Geier Management, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Merlone Geier Management, LLC 401(k) Plan ranks in the 81st 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 Merlone Geier Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Andesa Services Savings Incentive Plan in PA ($34M, 149 participants).
Which 401(k) plans cover a similar participant headcount to Merlone Geier Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Co-Op 401(k) Plan in WA (90 participants, N/A 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 943285977.

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.