401(k) · DOL Form 5500 · 2023

Merz, Incorporated 401(k) Plan

Data updated 2026-08-25

$196M
Total assets Near avg plan size
1,009
Participants Near avg headcount
95th
Percentile by assets National rank
$194,151
Avg per participant Above avg balance/head
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Official DOL plan name: Merz North America 401(k) Plan · Sponsored by Merz, Incorporated · North Carolina · Wholesale Trade

$196M in assets, 1,009 participants

Merz, Incorporated's Merz North America 401(k) Plan reported $196M in total assets and 1,009 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #6,053 in Wholesale Trade (6,309 peers)

Where Merz North America 401(k) Plan sits by assets

Merz North America 401(k) Plan sits in the top 5% of all filed plans by assets, $196M for 1,009 participants (~$194,151/participant), up 25.7% in 2023.

#6,053
in Wholesale Trade (6,309 peers)
+25.7%
assets growth YoY
2.0×
vs typical plan assets (national mean)

Merz North America 401(k) Plan's outsized position by total assets

Merz North America 401(k) Plan vs every filed plan by assets

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

$195,898,794 Top 5% higher than 95% 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

Merz North America 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Merz North America 401(k) Plan lands in the large band (1,009 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Merz North America 401(k) Plan reported net income rose from -$16M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Merz North America 401(k) Plan end-of-year assets rose from $156M in the plan year 2022 filing to $196M in the plan year 2023 filing.
  • Merz North America 401(k) Plan reported participants rose from 858 in the plan year 2022 filing to 1,009 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 561540459 · Merz, Incorporated PY 2023 · 401(k)

Merz North America 401(k) Plan · $196M · 1,009 · 95th

  • VS-ST $196M
  • BOY 1,009
  • SCH 95th
  • EBSA 401(k)
  • PART near Cvr Energy 401(k) Plan
  • TYPE ind #6053

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Merz North America 401(k) Plan in the asset neighbourhood

Goto Technologies USA, Inc.$196MMerz North America 401(k) PlanMerz North America 401(k) Pl…$196MCvr Energy 401(k) Plan$196MAvon Personal Savings Account PlanAvon Personal Savings Accoun…$196MThe Pep Boys 401(k) Plan$196M
End-of-year total assets ($M) among Merz North America 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)$156M
Net Assets (End of Year)$196M
Net Income$40M
Employer EIN561540459
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Merz, Incorporated)

Sponsor-wide plan assets over time

All Merz, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$237M 52.06434110993236% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $156M $237M ▲ +52.1%
Year Plans Participants Total Assets
2022 1 858 $156M
2023 1 1,009 $196M
2024 1 1,059 $237M

Nearby 401(k) Plans in North Carolina

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

Merz North America 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Merz North America 401(k) Plan, Total assets ($B): 0.195898794 · Participants: 1009Merz North America 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Merz North America 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Merz North America 401(k) Plan side-by-side with 3 peers →

Merz North America 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Cvr Energy 401(k) Plan in TX ($196M); by covered participants it is Advantagecare Physicians PC 401(k) Plan in NY (1,009 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($196M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,009 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 Merz North America 401(k) Plan assets move in 2023? ▼
Merz North America 401(k) Plan grew sharply - up 25.7% during 2023, from $156M to $196M. Reported net income was $40M.
How have Merz, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Merz, Incorporated's sponsor-wide assets grew 52.1%, from $156M to $237M.
Where does Merz North America 401(k) Plan rank by assets among Form 5500 filers? ▼
Merz North America 401(k) Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Merz North America 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cvr Energy 401(k) Plan in TX ($196M, 901 participants).
Which 401(k) plans cover a similar participant headcount to Merz North America 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advantagecare Physicians PC 401(k) Plan in NY (1,009 participants, $302M 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 561540459.

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.