401(k) · DOL Form 5500 · 2023

Merrick & Company 401(k) Plan

Data updated 2026-08-25

$183M
Total assets Near avg plan size
879
Participants Near avg headcount
94th
Percentile by assets National rank
$207,674
Avg per participant Above avg balance/head
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Official DOL plan name: Merrick & Company 401(k) and ESOP · Sponsored by Merrick & Company · Colorado · Professional & Technical Services

$183M in assets, 879 participants

Merrick & Company's Merrick & Company 401(k) and ESOP reported $183M in total assets and 879 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #19,419 in Professional & Technical Services (20,321 peers)

Coverage in Colorado

Merrick & Company 401(k) and ESOP covers 879 participants in Colorado, 2.3x the typical Colorado plan (state average ~376 per filing). Assets: $183M.

#19,419
in Professional & Technical Services (20,321 peers)
+29.2%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Merrick & Company 401(k) and ESOP's outsized position by total assets

Merrick & Company 401(k) and ESOP vs every filed plan by assets

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

$182,545,656 Top 6% higher than 94% 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

Merrick & Company 401(k) and ESOP 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. Merrick & Company 401(k) and ESOP sits mid-pack in the medium band (879 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Merrick & Company 401(k) and ESOP reported net income rose from $6M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Merrick & Company 401(k) and ESOP end-of-year assets rose from $141M in the plan year 2022 filing to $183M in the plan year 2023 filing.
  • Merrick & Company 401(k) and ESOP reported participants rose from 710 in the plan year 2022 filing to 879 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 840499702 · Merrick & Company PY 2023 · 401(k)

Merrick & Company 401(k) and ESOP · $183M · 879 · 94th

  • 5500 $183M
  • ASSETS 879
  • PCT 94th
  • EIN 401(k)
  • RANK near Bekaert Corporation 401(k) Profit Sharing Plan
  • PHOTO ind #19419

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 Professional & Technical Services retirement plans → · Plans in Colorado →

Merrick & Company 401(k) and ESOP in the asset neighbourhood

Omya Industries Inc. 401(k) Savings PlanOmya Industries Inc. 401(k) …$183MUnited Cleanup Oak Ridge Retirement Savings PlanUnited Cleanup Oak Ridge Ret…$183MAxel Johnson Inc. Thrift and Defined Contribution PlanAxel Johnson Inc. Thrift and…$183MMerrick & Company 401(k) and ESOPMerrick & Company 401(k) and…$183MBekaert Corporation 401(k) Profit Sharing PlanBekaert Corporation 401(k) P…$183M
End-of-year total assets ($M) among Merrick & Company 401(k) and ESOP and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$141M
Net Assets (End of Year)$183M
Net Income$41M
Employer EIN840499702
Plan Effective Date1983-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Merrick & Company)

Sponsor-wide plan assets over time

All Merrick & Company plans reported in each filing year

Latest sponsor-wide plan assets
$208M 47.067234030410106% vs 2022
2024 filing year
$120M$140M$160M$180M$200M$220M 202220232024 $141M $208M ▲ +47.1%
Year Plans Participants Total Assets
2022 1 710 $141M
2023 1 879 $183M
2024 1 962 $208M

Nearby 401(k) Plans in Colorado

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

Merrick & Company 401(k) and ESOP vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 01234 Total assets ($B) Participants Merrick & Company 401(k) and ESOP, Total assets ($B): 0.182545656 · Participants: 879Merrick & Company 401(k) and ESOPDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Merrick & Company 401(k) and ESOP vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Merrick & Company 401(k) and ESOP side-by-side with 3 peers →

Merrick & Company 401(k) and ESOP's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Bekaert Corporation 401(k) Profit Sharing Plan in GA ($183M); by covered participants it is The Knights of Columbus Tax Savings Investment Plan for U.S. Agents in CT (879 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (879 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 Merrick & Company 401(k) and ESOP assets move in 2023? ▼
Merrick & Company 401(k) and ESOP grew sharply - up 29.2% during 2023, from $141M to $183M. Reported net income was $41M.
How have Merrick & Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Merrick & Company's sponsor-wide assets grew 47.1%, from $141M to $208M.
Where does Merrick & Company 401(k) and ESOP rank by assets among Form 5500 filers? ▼
Merrick & Company 401(k) and ESOP ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Merrick & Company 401(k) and ESOP? ▼
Among 401(k) plans in other states, the closest by assets is Bekaert Corporation 401(k) Profit Sharing Plan in GA ($183M, 1,185 participants).
Which 401(k) plans cover a similar participant headcount to Merrick & Company 401(k) and ESOP? ▼
Among 401(k) plans in other states, the closest by covered participants is The Knights of Columbus Tax Savings Investment Plan for U.S. Agents in CT (879 participants, $40M 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 840499702.

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.