401(k) · DOL Form 5500 · 2023

Neal Merchant Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
137
Participants Small participant base
58th
Percentile by assets National rank
$72,438
Avg per participant Below avg balance/head
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Official DOL plan name: Battlefield Retirement Plan · Sponsored by Neal Merchant Enterprises, Inc. · Virginia · Retail Trade

$10M in assets, 137 participants

Neal Merchant Enterprises, Inc.'s Battlefield Retirement Plan reported $10M in total assets and 137 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,824 in Retail Trade (8,414 peers)

Coverage in Virginia

Battlefield Retirement Plan covers 137 participants in Virginia, about 18% of the average Virginia filer (state average ~782 per filing). Assets: $10M.

#5,824
in Retail Trade (8,414 peers)
-1.7%
assets change YoY

The plan reported a net loss of $169K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Battlefield Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Battlefield Retirement Plan vs every filed plan by assets

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

$9,924,029 Top 42% higher than 58% 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

Battlefield Retirement 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. Battlefield Retirement Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Battlefield Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to -$169K in the plan year 2023 filing.
  • Battlefield Retirement Plan reported participants fell from 144 in the plan year 2022 filing to 137 in the plan year 2023 filing.
  • Battlefield Retirement Plan end-of-year assets fell from $10M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 541619996 · Neal Merchant Enterprises, Inc. PY 2023 · 401(k)

Battlefield Retirement Plan · $10M · 137 · 58th

  • SCH $10M
  • SCH 137
  • SCH 58th
  • SCH 401(k)
  • SCH near Southwest Plastic Binding Co. 401(k) Savings Plan
  • SCH ind #5824

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 Retail Trade retirement plans → · Plans in Virginia →

Battlefield Retirement Plan in the asset neighbourhood

Battlefield Retirement Plan$10MSouthwest Plastic Binding Co. 401(k) Savings PlanSouthwest Plastic Binding Co…$10MIntegrated Computer Solutions of Vestal, LLC 401(k) PspIntegrated Computer Solution…$10MCreative Food Ingredients, Inc. Profit Sharing/401(k) Retirement PlanCreative Food Ingredients, I…$10MR.W. Mercer Co. 401(k) Profit Sharing PlanR.W. Mercer Co. 401(k) Profi…$10M
End-of-year total assets ($M) among Battlefield Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income-$169K
Employer EIN541619996
Plan Effective Date1969-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Neal Merchant Enterprises, Inc.)

Sponsor-wide plan assets over time

All Neal Merchant Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 43.967931376411194% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $20.2M $11.3M ▼ -44.0%
Year Plans Participants Total Assets
2022 2 288 $20M
2023 2 274 $20M
2024 1 135 $11M

Nearby 401(k) Plans in Virginia

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

Battlefield Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Battlefield Retirement Plan, Total assets ($B): 0.009924029 · Participants: 137Battlefield Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Battlefield Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Battlefield Retirement Plan side-by-side with 3 peers →

Battlefield Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Southwest Plastic Binding Co. 401(k) Savings Plan in MO ($10M); by covered participants it is Valley Perinatal Services in AZ (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Battlefield Retirement Plan assets move in 2023? ▼
Battlefield Retirement Plan edged down modestly - down 1.7% during 2023, from $10M to $10M. Reported net income was -$169K.
How have Neal Merchant Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Neal Merchant Enterprises, Inc.'s sponsor-wide assets declined 44.0%, from $20M to $11M.
Which 401(k) plans are similar in size to Battlefield Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southwest Plastic Binding Co. 401(k) Savings Plan in MO ($10M, 47 participants).
Which 401(k) plans cover a similar participant headcount to Battlefield Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Valley Perinatal Services in AZ (137 participants, $2M 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 541619996.

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.