401(k) · DOL Form 5500 · 2024

Merit Capital Partners IV, LLC 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
20
Participants Small participant base
77th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Merit Capital Partners 401(k) Profit Sharing Plan · Sponsored by Merit Capital Partners IV, LLC · Illinois · Finance & Insurance

$29M in assets, 20 participants

Merit Capital Partners IV, LLC's Merit Capital Partners 401(k) Profit Sharing Plan reported $29M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,457 in Finance & Insurance (8,549 peers)

Where Merit Capital Partners 401(k) Profit Sharing Plan sits by assets

Merit Capital Partners 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $29M for 20 participants (~$1.4M/participant), up 19.4% in 2024.

#5,457
in Finance & Insurance (8,549 peers)
+19.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Merit Capital Partners 401(k) Profit Sharing Plan's outsized position by total assets

Merit Capital Partners 401(k) Profit Sharing Plan vs every filed plan by assets

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

$28,668,603 Top 23% higher than 77% 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 Capital Partners 401(k) Profit Sharing 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. Merit Capital Partners 401(k) Profit Sharing Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Merit Capital Partners 401(k) Profit Sharing Plan end-of-year assets rose from $24M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • Merit Capital Partners 401(k) Profit Sharing Plan reported participants rose from 18 in the plan year 2023 filing to 20 in the plan year 2024 filing.
  • Merit Capital Partners 401(k) Profit Sharing 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 →

Plan-year Form 5500 strip

Filing strip 200498651 · Merit Capital Partners IV, LLC PY 2024 · 401(k)

Merit Capital Partners 401(k) Profit Sharing Plan · $29M · 20 · 77th

  • EBSA $29M
  • PART 20
  • TYPE 77th
  • NET 401(k)
  • BOOK near Walsworth, LLP 401(k) Plan
  • VS-ST ind #5457

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 Finance & Insurance retirement plans → · Plans in Illinois →

Merit Capital Partners 401(k) Profit Sharing Plan in the asset neighbourhood

Merit Capital Partners 401(k) Profit Sharing PlanMerit Capital Partners 401(k…$29MWalsworth, LLP 401(k) Plan$29MLos Angeles Dependency Lawyers, Inc. 401(k) PlanLos Angeles Dependency Lawye…$29MAvidbank 401(k) & Profit Sharing PlanAvidbank 401(k) & Profit Sha…$29MRategain Technologies, Inc. 401(k) Savings PlanRategain Technologies, Inc. …$29M
End-of-year total assets ($M) among Merit Capital Partners 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$29M
Net Income$5M
Employer EIN200498651
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Merit Capital Partners IV, LLC)

Sponsor-wide plan assets over time

All Merit Capital Partners IV, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$29M 52.52614112616916% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.8M $28.7M ▲ +52.5%
Year Plans Participants Total Assets
2022 1 16 $19M
2023 1 18 $24M
2024 1 20 $29M

Nearby 401(k) Plans in Illinois

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

Merit Capital Partners 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Merit Capital Partners 401(k) Profit Sharing Plan, Total assets ($B): 0.028668603 · Participants: 20Merit Capital Partners 401(k) Profit Sharing PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Merit Capital Partners 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Merit Capital Partners 401(k) Profit Sharing Plan side-by-side with 3 peers →

Merit Capital Partners 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Walsworth, LLP 401(k) Plan in CA ($29M); by covered participants it is Aae 401(k) Retirement Plan in MN (20 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Capital Partners 401(k) Profit Sharing Plan assets move in 2024? ▼
Merit Capital Partners 401(k) Profit Sharing Plan grew sharply - up 19.4% during 2024, from $24M to $29M. Reported net income was $5M.
How have Merit Capital Partners IV, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Merit Capital Partners IV, LLC's sponsor-wide assets grew 52.5%, from $19M to $29M.
Where does Merit Capital Partners 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Merit Capital Partners 401(k) Profit Sharing Plan ranks in the 77th 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 Capital Partners 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Walsworth, LLP 401(k) Plan in CA ($29M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Merit Capital Partners 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aae 401(k) Retirement Plan in MN (20 participants, N/A 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 200498651.

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.