401(k) · DOL Form 5500 · 2024

Merit Energy Company, LLC 401(k) Plan

Data updated 2026-08-25

$277M
Total assets Near avg plan size
847
Participants Near avg headcount
95th
Percentile by assets National rank
$327,402
Avg per participant High balance/head
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Official DOL plan name: Merit Energy Company Savings Trust · Sponsored by Merit Energy Company, LLC · Texas · Mining & Oil Extraction

$277M in assets, 847 participants

Merit Energy Company, LLC's Merit Energy Company Savings Trust reported $277M in total assets and 847 participants in its 2024 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.

  • #720 in Mining & Oil Extraction (785 peers)

Where Merit Energy Company Savings Trust sits by assets

Merit Energy Company Savings Trust sits in the top 5% of all filed plans by assets, $277M for 847 participants (~$327,402/participant), up 19.1% in 2024.

#720
in Mining & Oil Extraction (785 peers)
+19.1%
assets growth YoY
2.8×
vs typical plan assets (national mean)

Merit Energy Company Savings Trust's outsized position by total assets

Merit Energy Company Savings Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$277,309,359 Top 5% higher than 95% of 123,620 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 2024

Merit Energy Company Savings Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Merit Energy Company Savings Trust sits mid-pack in the medium band (847 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Merit Energy Company Savings Trust end-of-year assets rose from $233M in the plan year 2023 filing to $277M in the plan year 2024 filing.
  • Merit Energy Company Savings Trust reported net income fell from $50M in the plan year 2023 filing to $44M in the plan year 2024 filing.
  • Merit Energy Company Savings Trust reported participants rose from 807 in the plan year 2023 filing to 847 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 752280562 · Merit Energy Company, LLC PY 2024 · 401(k)

Merit Energy Company Savings Trust · $277M · 847 · 95th

  • PHOTO $277M
  • IND 847
  • EOY 95th
  • 5500 401(k)
  • ASSETS near Colsa Corporation 401(k) Profit Sharing Plan
  • PCT ind #720

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 Mining & Oil Extraction retirement plans → · Plans in Texas →

Merit Energy Company Savings Trust in the asset neighbourhood

Merit Energy Company Savings TrustMerit Energy Company Savings…$277MColsa Corporation 401(k) Profit Sharing PlanColsa Corporation 401(k) Pro…$277MResideo Technologies, Inc. 401(k) PlanResideo Technologies, Inc. 4…$277MBarr Engineering Co. Retirement Savings PlanBarr Engineering Co. Retirem…$277MMacom Technology Solutions Holdings, Inc. 401(k) PlanMacom Technology Solutions H…$277M
End-of-year total assets ($M) among Merit Energy Company Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$233M
Net Assets (End of Year)$277M
Net Income$44M
Employer EIN752280562
Plan Effective Date1990-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Merit Energy Company, LLC)

Sponsor-wide plan assets over time

All Merit Energy Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$277M 51.34211668301694% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $183M $277M ▲ +51.3%
Year Plans Participants Total Assets
2022 1 814 $183M
2023 1 807 $233M
2024 1 847 $277M

Nearby 401(k) Plans in Texas

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

Merit Energy Company Savings Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Merit Energy Company Savings Trust, Total assets ($B): 0.277309359 · Participants: 847Merit Energy Company Savings TrustAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Merit Energy Company Savings Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Merit Energy Company Savings Trust side-by-side with 3 peers →

Merit Energy Company Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Colsa Corporation 401(k) Profit Sharing Plan in AL ($277M); by covered participants it is Coldwater Veneer, Inc. 401(k) Plan Profit Sharing Plan in MI (847 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($277M here).

Similar participant headcount

Nearest other-state filings by covered participants (847 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Merit Energy Company Savings Trust assets move in 2024? ▼
Merit Energy Company Savings Trust grew sharply - up 19.1% during 2024, from $233M to $277M. Reported net income was $44M.
How have Merit Energy Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Merit Energy Company, LLC's sponsor-wide assets grew 51.3%, from $183M to $277M.
Where does Merit Energy Company Savings Trust rank by assets among Form 5500 filers? ▼
Merit Energy Company Savings Trust ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Merit Energy Company Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is Colsa Corporation 401(k) Profit Sharing Plan in AL ($277M, 1,467 participants).
Which 401(k) plans cover a similar participant headcount to Merit Energy Company Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Coldwater Veneer, Inc. 401(k) Plan Profit Sharing Plan in MI (847 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 752280562.

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.