401(k) · DOL Form 5500 · 2024

Merrick Hardwoods, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
233
Participants Below avg headcount
52nd
Percentile by assets National rank
$36,214
Avg per participant Low balance/head
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Official DOL plan name: Merrick Hardwoods Employee Retirement Plan · Sponsored by Merrick Hardwoods, Inc. · Kentucky · Manufacturing

$8M in assets, 233 participants

Merrick Hardwoods, Inc.'s Merrick Hardwoods Employee Retirement Plan reported $8M in total assets and 233 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #6,566 in Manufacturing (17,777 peers)

Coverage in Kentucky

Merrick Hardwoods Employee Retirement Plan covers 233 participants in Kentucky, about 36% of the average Kentucky filer (state average ~647 per filing). Assets: $8M.

#6,566
in Manufacturing (17,777 peers)
-16.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Merrick Hardwoods Employee Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Merrick Hardwoods Employee Retirement Plan vs every filed plan by assets

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

$8,437,801 Top 48% higher than 52% 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

Merrick Hardwoods Employee Retirement 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. Merrick Hardwoods Employee Retirement Plan sits mid-pack in the medium band (233 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Merrick Hardwoods Employee Retirement Plan reported net income fell from $1M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Merrick Hardwoods Employee Retirement Plan end-of-year assets fell from $10M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Merrick Hardwoods Employee Retirement Plan reported participants rose from 223 in the plan year 2023 filing to 233 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 010548405 · Merrick Hardwoods, Inc. PY 2024 · 401(k)

Merrick Hardwoods Employee Retirement Plan · $8M · 233 · 52nd

  • 5500 $8M
  • ASSETS 233
  • PCT 52nd
  • EIN 401(k)
  • RANK near Convergence Networks, Inc. 401(k) Plan
  • PHOTO ind #6566

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 Kentucky →

Merrick Hardwoods Employee Retirement Plan in the asset neighbourhood

Merrick Hardwoods Employee Retirement PlanMerrick Hardwoods Employee R…$8MConvergence Networks, Inc. 401(k) PlanConvergence Networks, Inc. 4…$8MBridgefarmer & Associates, Inc. 401(k) PlanBridgefarmer & Associates, I…$8MGovplace Inc. 401(k) Profit Sharing PlanGovplace Inc. 401(k) Profit …$8MDowding Industries, Inc. 401(k) Profit-Sharing PlanDowding Industries, Inc. 401…$8M
End-of-year total assets ($M) among Merrick Hardwoods Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN010548405
Plan Effective Date2022-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Merrick Hardwoods, Inc.)

Sponsor-wide plan assets over time

All Merrick Hardwoods, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 6.913075193238805% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $9.06M $8.44M ▼ -6.8%
Year Plans Participants Total Assets
2022 1 120 $9M
2023 1 223 $10M
2024 1 233 $8M

Nearby 401(k) Plans in Kentucky

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

Merrick Hardwoods Employee Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Merrick Hardwoods Employee Retirement Plan, Total assets ($B): 0.008437801 · Participants: 233Merrick Hardwoods Employee Retirement PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Merrick Hardwoods Employee Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Merrick Hardwoods Employee Retirement Plan side-by-side with 3 peers →

Merrick Hardwoods Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Convergence Networks, Inc. 401(k) Plan in OR ($8M); by covered participants it is Verdun 401(k) Retirement Plan in TX (233 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (233 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 Merrick Hardwoods Employee Retirement Plan assets move in 2024? ▼
Merrick Hardwoods Employee Retirement Plan declined sharply - down 16.6% during 2024, from $10M to $8M. Reported net income was -$2M.
How have Merrick Hardwoods, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Merrick Hardwoods, Inc.'s sponsor-wide assets declined 6.9%, from $9M to $8M.
Which 401(k) plans are similar in size to Merrick Hardwoods Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Convergence Networks, Inc. 401(k) Plan in OR ($8M, 134 participants).
Which 401(k) plans cover a similar participant headcount to Merrick Hardwoods Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Verdun 401(k) Retirement Plan in TX (233 participants, $90M 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 010548405.

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.