401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-11

$545M
Total assets
2,195
Participants
97th
Percentile by assets
$248,504
Avg per participant
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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.

  • 97th percentile by assets (of 123,622 plans)
  • #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.

$545M
total plan assets (2024 EOY)
2,195
covered participants
97th
percentile by assets (of 123,622 plans)
$248,504
avg assets per participant

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 →

State
Industry

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Msd Employee Stock Purchase & Savings Plan reports 2,195 participants - 2.6x that state average ($545M EOY assets).

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.)

$20B$22B$24B$26B$28B 202220232024 $22.2B $26.3B ▲ +18.1%
Total plan assets by year, all Merck & Co., Inc. plans on file
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

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 P…JPMorgan Chase 401(k…Verizon Savings Plan…Johnson and Johnson …Ernst & Young Retire…Merck US Savings Plan
Msd Employee Stock Purchase & Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Msd Employee Stock Purchase & Savings Plan by total assets, not by location.

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).

Next read for Msd Employee Stock Purchase & Savings Pl…

Filing takeaways

Ways to act on Msd Employee Stock Purchase & Savings Plan's numbers.

  • By total assets, Msd Employee Stock Purchase & Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
  • Merck & Co., Inc.'s sponsor-wide assets have grown 18.1% since 2022 across 3 plan years on file. More Manufacturing plans