401(k) · DOL Form 5500 · 2023
Merlo Construction Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 157
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $31,083
- Avg per participant Low balance/head
Official DOL plan name: Merlo Construction Company, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Merlo Construction Company, Inc. · Michigan · Construction
$5M in assets, 157 participants
Merlo Construction Company, Inc.'s Merlo Construction Company, Inc. 401(k) Profit Sharing Plan and Trust reported $5M in total assets and 157 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.
- #3,792 in Construction (9,030 peers)
Coverage in Michigan
Merlo Construction Company, Inc. 401(k) Profit Sharing Plan and Trust covers 157 participants in Michigan, about 25% of the average Michigan filer (state average ~638 per filing). Assets: $5M.
- #3,792
- in Construction (9,030 peers)
- +22.2%
- assets growth YoY
Merlo Construction Company, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Construction and all filers
Merlo Construction Company, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,879,975 44th percentile higher than 44% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Merlo Construction Company, Inc. 401(k) Profit Sharing 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. Merlo Construction Company, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (157 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Merlo Construction Company, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$409K in the plan year 2022 filing to $885K in the plan year 2023 filing.
- Merlo Construction Company, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Merlo Construction Company, Inc. 401(k) Profit Sharing Plan and Trust reported participants fell from 165 in the plan year 2022 filing to 157 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 382987899 · Merlo Construction Company, Inc. PY 2023 · 401(k)
Merlo Construction Company, Inc. 401(k) Profit Sharing Plan and Trust · $5M · 157 · 44th
- 5500 $5M
- ASSETS 157
- PCT 44th
- EIN 401(k)
- RANK near Fidelity Payment Services 401(k) Plan
- PHOTO ind #3792
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 Construction retirement plans → · Plans in Michigan →
Merlo Construction Company, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $885K |
| Employer EIN | 382987899 |
| Plan Effective Date | 2000-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Merlo Construction Company, Inc.)
Sponsor-wide plan assets over time
All Merlo Construction Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 43.67206775773161% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 165 | $4M |
| 2023 | 1 | 157 | $5M |
| 2024 | 1 | 156 | $6M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Merlo Construction Company, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Fidelity Payment Services 401(k) Plan in NY ($5M); by covered participants it is Atticus Bakery, LLC 401(k) Profit Sharing Plan in CT (157 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Fidelity Payment Services 401(k) Plan (NY) $5M · 144
- Charter Hr Retirement Savings Plan (AL) $5M · 316
- Robinson Eye Institute, PLLC 401(k) Retirement Plan (OK) $5M · 13
- Windsor Healthcare 401(k) Plan (NJ) $5M · 1,078
Similar participant headcount
Nearest other-state filings by covered participants (157 participants); asset peers above are excluded.
- Atticus Bakery, LLC 401(k) Profit Sharing Plan (CT) 157 · 0 off
- Powerhouse Animation 401(k) Plan (TX) 157 · 0 off
- Cis Group, LLC 401(k) Plan (TX) 157 · 0 off
- Jenkins & Wynne, Inc. 401(k) Retirement Plan (TN) 157 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.