401(k) · DOL Form 5500 · 2023

Mertz Manufacturing, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
214
Participants Below avg headcount
51st
Percentile by assets National rank
$32,640
Avg per participant Low balance/head
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Official DOL plan name: Mertz Manufacturing, Inc. Savings and Retirement Plan and Trust · Sponsored by Mertz Manufacturing, Inc. · Oklahoma · Manufacturing

$7M in assets, 214 participants

Mertz Manufacturing, Inc.'s Mertz Manufacturing, Inc. Savings and Retirement Plan and Trust reported $7M in total assets and 214 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #6,588 in Manufacturing (18,722 peers)

Coverage in Oklahoma

Mertz Manufacturing, Inc. Savings and Retirement Plan and Trust covers 214 participants in Oklahoma, about 28% of the average Oklahoma filer (state average ~760 per filing). Assets: $7M.

#6,588
in Manufacturing (18,722 peers)
+7.9%
assets growth YoY

Mertz Manufacturing, Inc. Savings and Retirement Plan and Trust's mid-pack asset rank among Manufacturing and all filers

Mertz Manufacturing, Inc. Savings and Retirement Plan and Trust vs every filed plan by assets

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

$6,985,007 Top 49% higher than 51% 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

Mertz Manufacturing, Inc. Savings and Retirement Plan and Trust 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. Mertz Manufacturing, Inc. Savings and Retirement Plan and Trust sits mid-pack in the medium band (214 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mertz Manufacturing, Inc. Savings and Retirement Plan and Trust reported net income rose from -$892K in the plan year 2022 filing to $511K in the plan year 2023 filing.
  • Mertz Manufacturing, Inc. Savings and Retirement Plan and Trust reported participants rose from 143 in the plan year 2022 filing to 214 in the plan year 2023 filing.
  • Mertz Manufacturing, Inc. Savings and Retirement Plan and Trust end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 550830804 · Mertz Manufacturing, Inc. PY 2023 · 401(k)

Mertz Manufacturing, Inc. Savings and Retirement Plan and Trust · $7M · 214 · 51st

  • 5500 $7M
  • 5500 214
  • 5500 51st
  • 5500 401(k)
  • 5500 near Omaha Eye & Laser Institute in 401(k) Profit Sharing Plan & Trust
  • 5500 ind #6588

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 Oklahoma →

Mertz Manufacturing, Inc. Savings and Retirement Plan and Trust in the asset neighbourhood

Mertz Manufacturing, Inc. Savings and Retirement Plan and TrustMertz Manufacturing, Inc. Sa…$7MRailway Supply Group Profit Sharing/401(k) PlanRailway Supply Group Profit …$7MOmaha Eye & Laser Institute in 401(k) Profit Sharing Plan & TrustOmaha Eye & Laser Institute …$7MAmerican Thermal Instruments, Inc./Microtek Laboratories, Inc. 401(k) Profit Sharing PlanAmerican Thermal Instruments…$7MThe First National Bank of Gordon Master Profit Sharing Plan and TrustThe First National Bank of G…$7M
End-of-year total assets ($M) among Mertz Manufacturing, Inc. Savings and Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$511K
Employer EIN550830804
Plan Effective Date1972-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mertz Manufacturing, Inc.)

Sponsor-wide plan assets over time

All Mertz Manufacturing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 11.272230836231554% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M 202220232024 $6.48M $7.21M ▲ +11.3%
Year Plans Participants Total Assets
2022 1 143 $6M
2023 1 214 $7M
2024 1 243 $7M

Nearby 401(k) Plans in Oklahoma

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

Mertz Manufacturing, Inc. Savings and Retirement Plan and Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Mertz Manufacturing, Inc. Savings and Retirement Plan and Trust, Total assets ($B): 0.006985007 · Participants: 214Mertz Manufacturing, Inc. Savings and Retirement Plan and TrustQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Mertz Manufacturing, Inc. Savings and Retirement Plan and Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Mertz Manufacturing, Inc. Savings and Retirement Plan and Trust side-by-side with 3 peers →

Mertz Manufacturing, Inc. Savings and Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Omaha Eye & Laser Institute in 401(k) Profit Sharing Plan & Trust in NE ($7M); by covered participants it is Schoeneck Containers, Inc. 401(k) Plan in WI (214 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (214 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 Mertz Manufacturing, Inc. Savings and Retirement Plan and Trust assets move in 2023? ▼
Mertz Manufacturing, Inc. Savings and Retirement Plan and Trust grew at a solid clip - up 7.9% during 2023, from $6M to $7M. Reported net income was $511K.
How have Mertz Manufacturing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mertz Manufacturing, Inc.'s sponsor-wide assets grew 11.3%, from $6M to $7M.
Which 401(k) plans are similar in size to Mertz Manufacturing, Inc. Savings and Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Omaha Eye & Laser Institute in 401(k) Profit Sharing Plan & Trust in NE ($7M, 69 participants).
Which 401(k) plans cover a similar participant headcount to Mertz Manufacturing, Inc. Savings and Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Schoeneck Containers, Inc. 401(k) Plan in WI (214 participants, $7M 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 550830804.

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.