401(k) · DOL Form 5500 · 2024
Robert I. Merrill Company 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 35
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $123,060
- Avg per participant Near avg balance/head
Official DOL plan name: Robert I. Merrill Company Inc. 401(k) Plan · Sponsored by Robert I. Merrill Company · Utah · Wholesale Trade
$4M in assets, 35 participants
Robert I. Merrill Company's Robert I. Merrill Company Inc. 401(k) Plan reported $4M in total assets and 35 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.
- #1,763 in Wholesale Trade (6,080 peers)
2024 asset change
Robert I. Merrill Company Inc. 401(k) Plan declined sharply 15.8% in 2024 ($5M → $4M) for 35 participants.
- #1,763
- in Wholesale Trade (6,080 peers)
- -15.8%
- assets change YoY
The plan reported a net loss of $808K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Robert I. Merrill Company Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers
Robert I. Merrill Company Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,307,112 39th percentile higher than 39% 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
Robert I. Merrill Company Inc. 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert I. Merrill Company Inc. 401(k) Plan is a small filing (35 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Robert I. Merrill Company Inc. 401(k) Plan reported net income fell from $950K in the plan year 2023 filing to -$808K in the plan year 2024 filing.
- Robert I. Merrill Company Inc. 401(k) Plan end-of-year assets fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Robert I. Merrill Company Inc. 401(k) Plan reported participants fell from 36 in the plan year 2023 filing to 35 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 870331731 · Robert I. Merrill Company PY 2024 · 401(k)
Robert I. Merrill Company Inc. 401(k) Plan · $4M · 35 · 39th
- RANK $4M
- RANK 35
- RANK 39th
- RANK 401(k)
- RANK near Exact Enterprises, Inc. 401(k) Plan
- RANK ind #1763
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 Wholesale Trade retirement plans → · Plans in Utah →
Robert I. Merrill Company Inc. 401(k) Plan in the asset neighbourhood
Robert I. Merrill Company years around the 2024 move
Sponsor-wide plan assets over time
All Robert I. Merrill Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 3.4223826437406473% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 38 | $4M |
| 2023 | 1 | 36 | $5M |
| 2024 | 1 | 35 | $4M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$808K |
| Employer EIN | 870331731 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
Robert I. Merrill Company Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Exact Enterprises, Inc. 401(k) Plan in CA ($4M); by covered participants it is Little - Morris, LLP Profit Sharing Plan in ID (35 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Exact Enterprises, Inc. 401(k) Plan (CA) $4M · 12
- Rightship Americas, LLC 401(k) Plan (TX) $4M · 14
- C.a.S.E. Construction, Inc. Retirement Plan (IN) $4M · 134
- Astek 401(k) Plan (CO) $4M · 11
Similar participant headcount
Nearest other-state filings by covered participants (35 participants); asset peers above are excluded.
- Little - Morris, LLP Profit Sharing Plan (ID) 35 · 0 off
- Idaho Arthritis Center 401(k) Plan (ID) 35 · 0 off
- Dynamic Research, Inc. Retirement Plan (CA) 35 · 0 off
- Coact, Inc. 401(k) Plan (MD) 35 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.