401(k) · DOL Form 5500 · 2023
Merz, Incorporated 401(k) Plan
Data updated 2026-08-11
- $196M
- Total assets
- 1,009
- Participants
- 95th
- Percentile by assets
- $194,151
- Avg per participant
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.
- 95th percentile by assets (of 127,072 plans)
- #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.
- $196M
- total plan assets (2023 EOY)
- 1,009
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $194,151
- avg assets per participant
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.
Merz North America 401(k) Plan vs the 2023 asset distribution
By assets, Merz North America 401(k) Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $156M |
|---|---|
| Net Assets (End of Year) | $196M |
| Net Income | $40M |
| Employer EIN | 561540459 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Merz, Incorporated)
| 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
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Merz North America 401(k) Plan by total assets, not by location.
- Cvr Energy 401(k) Plan (TX) $196M · 901
- Goto Technologies USA, Inc. (MA) $196M · 1,452
- Avon Personal Savings Account Plan (NY) $196M · 164
- The Pep Boys 401(k) Plan (PA) $196M · 8,776
Frequently Asked Questions
How did Merz North America 401(k) Plan assets move in 2023? ▼
How have Merz, Incorporated plan assets changed over time? ▼
Where does Merz North America 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Merz North America 401(k) Plan? ▼
Next read for Merz North America 401(k) Plan
Scale reading
Ways to act on Merz North America 401(k) Plan's numbers.
- By total assets, Merz North America 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
- Merz, Incorporated's sponsor-wide assets have grown 52.1% since 2022 across 3 plan years on file. More Wholesale Trade plans