401(k) · DOL Form 5500 · 2024

Merck & Co., Inc. 401(k) Plan

Data updated 2026-08-25

$545M
Total assets Above avg plan size
2,195
Participants Above avg headcount
97th
Percentile by assets National rank
$248,504
Avg per participant Above avg balance/head
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Official DOL plan name: Msd Employee Stock Purchase & Savings Plan · Sponsored by Merck & Co., Inc. · New Jersey · Manufacturing

$545M in assets, 2,195 participants

Merck & Co., Inc.'s Msd Employee Stock Purchase & Savings Plan reported $545M in total assets and 2,195 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #17,043 in Manufacturing (17,777 peers)

Coverage in New Jersey

Msd Employee Stock Purchase & Savings Plan covers 2,195 participants in New Jersey, 2.6x the typical New Jersey plan (state average ~844 per filing). Assets: $545M.

#17,043
in Manufacturing (17,777 peers)
+9.4%
assets growth YoY
5.5×
vs typical plan assets (national mean)

Msd Employee Stock Purchase & Savings Plan's outsized position by total assets

Msd Employee Stock Purchase & Savings Plan vs every filed plan by assets

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

$545,466,232 Top 3% higher than 97% 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

Msd Employee Stock Purchase & Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Msd Employee Stock Purchase & Savings Plan lands in the large band (2,195 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Msd Employee Stock Purchase & Savings Plan reported net income rose from $38M in the plan year 2023 filing to $52M in the plan year 2024 filing.
  • Msd Employee Stock Purchase & Savings Plan reported participants fell from 2,487 in the plan year 2023 filing to 2,195 in the plan year 2024 filing.
  • Msd Employee Stock Purchase & Savings Plan end-of-year assets rose from $499M in the plan year 2023 filing to $545M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 221918501 · Merck & Co., Inc. PY 2024 · 401(k)

Msd Employee Stock Purchase & Savings Plan · $545M · 2,195 · 97th

  • EOY $545M
  • 5500 2,195
  • ASSETS 97th
  • PCT 401(k)
  • EIN near Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a)
  • RANK ind #17043

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 New Jersey →

Msd Employee Stock Purchase & Savings Plan in the asset neighbourhood

Millennium International Management LP Savings PlanMillennium International Man…$546MCleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a)Cleary Gottlieb Steen & Hami…$546MMsd Employee Stock Purchase & Savings PlanMsd Employee Stock Purchase …$545MProcess Equipment Group 401(k) Savings PlanProcess Equipment Group 401(…$545MCae USA, Inc. Savings, Investment & Employee Benefit Plan Number 1Cae USA, Inc. Savings, Inves…$545M
End-of-year total assets ($M) among Msd Employee Stock Purchase & Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$499M
Net Assets (End of Year)$545M
Net Income$52M
Employer EIN221918501
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Merck & Co., Inc.)

Sponsor-wide plan assets over time

All Merck & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26.3B 18.13047230036898% vs 2022
2024 filing year
$20B$22B$24B$26B$28B 202220232024 $22.2B $26.3B ▲ +18.1%
Year Plans Participants Total Assets
2022 4 55,803 $22.2B
2023 4 57,497 $24.8B
2024 4 59,874 $26.3B

Nearby 401(k) Plans in New Jersey

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

Msd Employee Stock Purchase & Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Msd Employee Stock Purchase & Savings Plan, Total assets ($B): 0.545466232 · Participants: 2195Msd Employee Stock Purchase & Savings PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Msd Employee Stock Purchase & Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Msd Employee Stock Purchase & Savings Plan side-by-side with 3 peers →

Msd Employee Stock Purchase & Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) in NY ($546M); by covered participants it is Harman International Industries, Incorporated Retirement Savings Plan in CT (2,195 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,195 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 Msd Employee Stock Purchase & Savings Plan assets move in 2024? ▼
Msd Employee Stock Purchase & Savings Plan grew at a solid clip - up 9.4% during 2024, from $499M to $545M. Reported net income was $52M.
How have Merck & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Merck & Co., Inc.'s sponsor-wide assets grew 18.1%, from $22.2B to $26.3B.
Where does Msd Employee Stock Purchase & Savings Plan rank by assets among Form 5500 filers? ▼
Msd Employee Stock Purchase & Savings Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Msd Employee Stock Purchase & Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cleary Gottlieb Steen & Hamilton LLP Tax Opportunity Plan for Savings (Plan a) in NY ($546M, 271 participants).
Which 401(k) plans cover a similar participant headcount to Msd Employee Stock Purchase & Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Harman International Industries, Incorporated Retirement Savings Plan in CT (2,195 participants, $737M 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 221918501.

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.