401(k) · DOL Form 5500 · 2024

Merrill Iron & Steel, Inc. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
434
Participants Below avg headcount
81st
Percentile by assets National rank
$90,335
Avg per participant Below avg balance/head
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Official DOL plan name: Merrill Steel 401(k) Plan · Sponsored by Merrill Iron & Steel, Inc. · Wisconsin · Manufacturing

$39M in assets, 434 participants

Merrill Iron & Steel, Inc.'s Merrill Steel 401(k) Plan reported $39M in total assets and 434 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #13,089 in Manufacturing (17,777 peers)

Where Merrill Steel 401(k) Plan sits by assets

Merrill Steel 401(k) Plan sits in the top quartile of all filed plans by assets, $39M for 434 participants (~$90,335/participant), up 13.6% in 2024.

#13,089
in Manufacturing (17,777 peers)
+13.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Merrill Steel 401(k) Plan's outsized position by total assets

Merrill Steel 401(k) Plan vs every filed plan by assets

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

$39,205,415 Top 19% higher than 81% 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

Merrill Steel 401(k) Plan 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. Merrill Steel 401(k) Plan sits mid-pack in the medium band (434 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Merrill Steel 401(k) Plan reported participants rose from 380 in the plan year 2023 filing to 434 in the plan year 2024 filing.
  • Merrill Steel 401(k) Plan end-of-year assets rose from $35M in the plan year 2023 filing to $39M in the plan year 2024 filing.
  • Merrill Steel 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 390989700 · Merrill Iron & Steel, Inc. PY 2024 · 401(k)

Merrill Steel 401(k) Plan · $39M · 434 · 81st

  • EIN $39M
  • EIN 434
  • EIN 81st
  • EIN 401(k)
  • EIN near Trimac Transportation, Inc. 401(k) Profit Sharing Plan
  • EIN ind #13089

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 Manufacturing retirement plans → · Plans in Wisconsin →

Merrill Steel 401(k) Plan in the asset neighbourhood

Merrill Steel 401(k) Plan$39MTrimac Transportation, Inc. 401(k) Profit Sharing PlanTrimac Transportation, Inc. …$39MEast Jordan Plastics Inc. 401(k) PlanEast Jordan Plastics Inc. 40…$39MElliott Aviation, LLC. Employee's Savings & Profit Sharing PlanElliott Aviation, LLC. Emplo…$39MNicolaides Fink Thorpe Michaelides Sullivan LLP 401(k) Profit Sharing PlanNicolaides Fink Thorpe Micha…$39M
End-of-year total assets ($M) among Merrill Steel 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$39M
Net Income$5M
Employer EIN390989700
Plan Effective Date1994-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Merrill Iron & Steel, Inc.)

Sponsor-wide plan assets over time

All Merrill Iron & Steel, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 32.4594615158405% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.6M $39.2M ▲ +32.5%
Year Plans Participants Total Assets
2022 1 385 $30M
2023 1 380 $35M
2024 1 434 $39M

Nearby 401(k) Plans in Wisconsin

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

Merrill Steel 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Merrill Steel 401(k) Plan, Total assets ($B): 0.039205415 · Participants: 434Merrill Steel 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Merrill Steel 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Merrill Steel 401(k) Plan side-by-side with 3 peers →

Merrill Steel 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Trimac Transportation, Inc. 401(k) Profit Sharing Plan in TX ($39M); by covered participants it is Calendar Holdings LLC 401(k) & Profit Sharing Plan in TX (434 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (434 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 Merrill Steel 401(k) Plan assets move in 2024? ▼
Merrill Steel 401(k) Plan grew at a solid clip - up 13.6% during 2024, from $35M to $39M. Reported net income was $5M.
How have Merrill Iron & Steel, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Merrill Iron & Steel, Inc.'s sponsor-wide assets grew 32.5%, from $30M to $39M.
Where does Merrill Steel 401(k) Plan rank by assets among Form 5500 filers? ▼
Merrill Steel 401(k) Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Merrill Steel 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trimac Transportation, Inc. 401(k) Profit Sharing Plan in TX ($39M, 795 participants).
Which 401(k) plans cover a similar participant headcount to Merrill Steel 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Calendar Holdings LLC 401(k) & Profit Sharing Plan in TX (434 participants, $20M 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 390989700.

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.