401(k) · DOL Form 5500 · 2024
Merrill & Associates Real Estate 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $1.3M
- Avg per participant High balance/head
Official DOL plan name: Merrill & Associates Real Estate 401(k) Profit Sharing Plan · Sponsored by Merrill & Associates Real Estate · California · Real Estate
$5M in assets, 4 participants
Merrill & Associates Real Estate's Merrill & Associates Real Estate 401(k) Profit Sharing Plan reported $5M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.
- #2,885 in Real Estate (4,605 peers)
Real Estate sector rank
Within Real Estate, Merrill & Associates Real Estate 401(k) Profit Sharing Plan ranks #2,885 of 4,605 2024 filers by assets (493% of the sector average)-$5M for 4 participants.
- #2,885
- in Real Estate (4,605 peers)
- +67.9%
- assets growth YoY
Merrill & Associates Real Estate 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers
Merrill & Associates Real Estate 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,272,198 43rd percentile higher than 43% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Merrill & Associates Real Estate 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Merrill & Associates Real Estate 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Merrill & Associates Real Estate 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Merrill & Associates Real Estate 401(k) Profit Sharing Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 264412701 · Merrill & Associates Real Estate PY 2024 · 401(k)
Merrill & Associates Real Estate 401(k) Profit Sharing Plan · $5M · 4 · 43rd
- NET $5M
- NET 4
- NET 43rd
- NET 401(k)
- NET near Bond Optics, LLC 401(k) Plan
- NET ind #2885
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 Real Estate retirement plans → · Plans in California →
Merrill & Associates Real Estate 401(k) Profit Sharing Plan in the asset neighbourhood
Real Estate filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $2M |
| Employer EIN | 264412701 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Merrill & Associates Real Estate)
Sponsor-wide plan assets over time
All Merrill & Associates Real Estate plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 193.36013835038972% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $2M |
| 2023 | 1 | 4 | $3M |
| 2024 | 1 | 4 | $5M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Merrill & Associates Real Estate 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Bond Optics, LLC 401(k) Plan in NH ($5M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Jab Investments, Inc. 401(k) Plan (WI) 4 · 0 off
- Jlj Inc 401(k) Profit Sharing Plan (TX) 4 · 0 off
- Sc Baker Enterprises, Inc 401(k) Plan (ID) 4 · 0 off
- Arbuckle Dental 401(k) Plan (UT) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.