401(k) · DOL Form 5500 · 2023

Merrill Iron & Steel, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
380
Participants Below avg headcount
81st
Percentile by assets National rank
$90,859
Avg per participant Below avg balance/head
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Official DOL plan name: Merrill Steel 401(k) Plan · Sponsored by Merrill Iron & Steel, Inc. · Wisconsin · Manufacturing

$35M in assets, 380 participants

Merrill Iron & Steel, Inc.'s Merrill Steel 401(k) Plan reported $35M in total assets and 380 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.

  • #13,747 in Manufacturing (18,722 peers)

Where Merrill Steel 401(k) Plan sits by assets

Merrill Steel 401(k) Plan sits in the top quartile of all filed plans by assets, $35M for 380 participants (~$90,859/participant), up 16.7% in 2023.

#13,747
in Manufacturing (18,722 peers)
+16.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Merrill Steel 401(k) Plan's outsized position by total assets

Merrill Steel 401(k) Plan vs every filed plan by assets

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

$34,526,584 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

Merrill Steel 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. Merrill Steel 401(k) Plan sits mid-pack in the medium band (380 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Merrill Steel 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Merrill Steel 401(k) Plan end-of-year assets rose from $30M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Merrill Steel 401(k) Plan reported participants fell from 385 in the plan year 2022 filing to 380 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 390989700 · Merrill Iron & Steel, Inc. PY 2023 · 401(k)

Merrill Steel 401(k) Plan · $35M · 380 · 81st

  • EOY $35M
  • EOY 380
  • EOY 81st
  • EOY 401(k)
  • EOY near Pixelogic 401(k) Profit Sharing Plan
  • EOY ind #13747

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 Wisconsin →

Merrill Steel 401(k) Plan in the asset neighbourhood

Merrill Steel 401(k) Plan$35MPixelogic 401(k) Profit Sharing PlanPixelogic 401(k) Profit Shar…$35MLegacy Healthcare Services, Inc. 401(k) PlanLegacy Healthcare Services, …$35MKs Engineers, P.C. 401(k) Retirement PlanKs Engineers, P.C. 401(k) Re…$35MBurton Flower & Garden, Inc. 401(k) Profit Sharing PlanBurton Flower & Garden, Inc.…$35M
End-of-year total assets ($M) among Merrill Steel 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)$30M
Net Assets (End of Year)$35M
Net Income$5M
Employer EIN390989700
Plan Effective Date1994-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Merrill Iron & Steel, Inc.)

Sponsor-wide plan assets over time

All Merrill Iron & Steel, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 32.4594615158405% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.6M $39.2M ▲ +32.5%
Year Plans Participants Total Assets
2022 1 385 $30M
2023 1 380 $35M
2024 1 434 $39M

Nearby 401(k) Plans in Wisconsin

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

Merrill Steel 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Merrill Steel 401(k) Plan, Total assets ($B): 0.034526584 · Participants: 380Merrill Steel 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Merrill Steel 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Merrill Steel 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Pixelogic 401(k) Profit Sharing Plan in CA ($35M); by covered participants it is Midwest Radiology P.a. Profit Sharing Plan in MN (380 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (380 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 Merrill Steel 401(k) Plan assets move in 2023? ▼
Merrill Steel 401(k) Plan grew sharply - up 16.7% during 2023, from $30M to $35M. Reported net income was $5M.
How have Merrill Iron & Steel, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Merrill Iron & Steel, Inc.'s sponsor-wide assets grew 32.5%, from $30M to $39M.
Where does Merrill Steel 401(k) Plan rank by assets among Form 5500 filers? ▼
Merrill Steel 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 Merrill Steel 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pixelogic 401(k) Profit Sharing Plan in CA ($35M, 932 participants).
Which 401(k) plans cover a similar participant headcount to Merrill Steel 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Midwest Radiology P.a. Profit Sharing Plan in MN (380 participants, $275M 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 390989700.

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.