401(k) · DOL Form 5500 · 2024

The Merit Distribution Group, LLC 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
396
Participants Below avg headcount
75th
Percentile by assets National rank
$67,726
Avg per participant Below avg balance/head
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Official DOL plan name: Merit Distribution Group 401(k) Plan · Sponsored by The Merit Distribution Group, LLC · South Carolina · Wholesale Trade

$27M in assets, 396 participants

The Merit Distribution Group, LLC's Merit Distribution Group 401(k) Plan reported $27M in total assets and 396 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,458 in Wholesale Trade (6,080 peers)

Where Merit Distribution Group 401(k) Plan sits by assets

Merit Distribution Group 401(k) Plan sits in the top quartile of all filed plans by assets, $27M for 396 participants (~$67,726/participant), down 2.1% in 2024.

#4,458
in Wholesale Trade (6,080 peers)
-2.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $563K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Merit Distribution Group 401(k) Plan's outsized position by total assets

Merit Distribution Group 401(k) Plan vs every filed plan by assets

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

$26,819,330 Top 25% higher than 75% 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 Distribution Group 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. Merit Distribution Group 401(k) Plan sits mid-pack in the medium band (396 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Merit Distribution Group 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to -$563K in the plan year 2024 filing.
  • Merit Distribution Group 401(k) Plan reported participants fell from 568 in the plan year 2023 filing to 396 in the plan year 2024 filing.
  • Merit Distribution Group 401(k) Plan end-of-year assets fell from $27M in the plan year 2023 filing to $27M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 452595304 · The Merit Distribution Group, LLC PY 2024 · 401(k)

Merit Distribution Group 401(k) Plan · $27M · 396 · 75th

  • PART $27M
  • TYPE 396
  • NET 75th
  • BOOK 401(k)
  • VS-ST near Mid-Am Holdings, LLC 401(k) Profit Sharing Plan
  • BOY ind #4458

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 South Carolina →

Merit Distribution Group 401(k) Plan in the asset neighbourhood

Merit Distribution Group 401(k) PlanMerit Distribution Group 401…$27MMid-Am Holdings, LLC 401(k) Profit Sharing PlanMid-Am Holdings, LLC 401(k) …$27MLightsource Renewable Energy US LLC 401(k) PlanLightsource Renewable Energy…$27MBecker Morgan Group, Inc. 401(k) Retirement Savings PlanBecker Morgan Group, Inc. 40…$27MSouthern Oregon Orthopedics, Inc. 401(k) Profit Sharing PlanSouthern Oregon Orthopedics,…$27M
End-of-year total assets ($M) among Merit Distribution Group 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)$27M
Net Assets (End of Year)$27M
Net Income-$563K
Employer EIN452595304
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Merit Distribution Group, LLC)

Sponsor-wide plan assets over time

All The Merit Distribution Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$27M 6.095731834558522% vs 2022
2024 filing year
$25M$26M$27M$28M 202220232024 $25.3M $26.8M ▲ +6.1%
Year Plans Participants Total Assets
2022 1 623 $25M
2023 1 568 $27M
2024 1 396 $27M

Nearby 401(k) Plans in South Carolina

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

Merit Distribution Group 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Merit Distribution Group 401(k) Plan, Total assets ($B): 0.02681933 · Participants: 396Merit Distribution Group 401(k) PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.477517422 · Participants: 15095Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.829914985 · Participants: 9296The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.663698617 · Participants: 11813Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.460862801 · Participants: 11878Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction PlanThe Milliken Retirement Plan, Total assets ($B): 1.350798497 · Participants: 5733The Milliken Retirement Plan
Merit Distribution Group 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Merit Distribution Group 401(k) Plan side-by-side with 3 peers →

Merit Distribution Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Mid-Am Holdings, LLC 401(k) Profit Sharing Plan in MO ($27M); by covered participants it is Pathlight Community Services 401(k) Profit Sharing Plan and Trust in MI (396 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (396 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 Distribution Group 401(k) Plan assets move in 2024? ▼
Merit Distribution Group 401(k) Plan edged down modestly - down 2.1% during 2024, from $27M to $27M. Reported net income was -$563K.
How have The Merit Distribution Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Merit Distribution Group, LLC's sponsor-wide assets grew 6.1%, from $25M to $27M.
Where does Merit Distribution Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Merit Distribution Group 401(k) Plan ranks in the 75th 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 Merit Distribution Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mid-Am Holdings, LLC 401(k) Profit Sharing Plan in MO ($27M, 253 participants).
Which 401(k) plans cover a similar participant headcount to Merit Distribution Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pathlight Community Services 401(k) Profit Sharing Plan and Trust in MI (396 participants, $4M 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 452595304.

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.