401(k) · DOL Form 5500 · 2024

Merz, Incorporated 401(k) Plan

Data updated 2026-08-25

$237M
Total assets Near avg plan size
1,059
Participants Near avg headcount
95th
Percentile by assets National rank
$223,788
Avg per participant Above avg balance/head
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Official DOL plan name: Merz North America 401(k) Plan · Sponsored by Merz, Incorporated · North Carolina · Wholesale Trade

$237M in assets, 1,059 participants

Merz, Incorporated's Merz North America 401(k) Plan reported $237M in total assets and 1,059 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #5,853 in Wholesale Trade (6,080 peers)

Where Merz North America 401(k) Plan sits by assets

Merz North America 401(k) Plan sits in the top 5% of all filed plans by assets, $237M for 1,059 participants (~$223,788/participant), up 21.0% in 2024.

#5,853
in Wholesale Trade (6,080 peers)
+21.0%
assets growth YoY
2.4×
vs typical plan assets (national mean)

Merz North America 401(k) Plan's outsized position by total assets

Merz North America 401(k) Plan vs every filed plan by assets

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

$236,991,567 Top 5% higher than 95% 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

Merz North America 401(k) 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. Merz North America 401(k) Plan lands in the large band (1,059 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Merz North America 401(k) Plan end-of-year assets rose from $196M in the plan year 2023 filing to $237M in the plan year 2024 filing.
  • Merz North America 401(k) Plan reported participants rose from 1,009 in the plan year 2023 filing to 1,059 in the plan year 2024 filing.
  • Merz North America 401(k) Plan reported net income rose from $40M in the plan year 2023 filing to $41M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 561540459 · Merz, Incorporated PY 2024 · 401(k)

Merz North America 401(k) Plan · $237M · 1,059 · 95th

  • VS-ST $237M
  • VS-ST 1,059
  • VS-ST 95th
  • VS-ST 401(k)
  • VS-ST near Skechers USA, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #5853

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 North Carolina →

Merz North America 401(k) Plan in the asset neighbourhood

The Golden 1 Employee Savings and Investment PlanThe Golden 1 Employee Saving…$237MSkechers USA, Inc. 401(k) Profit Sharing PlanSkechers USA, Inc. 401(k) Pr…$237MMerz North America 401(k) PlanMerz North America 401(k) Pl…$237MHilmar Cheese Company Profit Sharing 401(k) PlanHilmar Cheese Company Profit…$237MMueller Group, LLC Retirement Savings Plan No. 1Mueller Group, LLC Retiremen…$237M
End-of-year total assets ($M) among Merz North America 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)$196M
Net Assets (End of Year)$237M
Net Income$41M
Employer EIN561540459
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Merz, Incorporated)

Sponsor-wide plan assets over time

All Merz, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$237M 52.06434110993236% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $156M $237M ▲ +52.1%
Year Plans Participants Total Assets
2022 1 858 $156M
2023 1 1,009 $196M
2024 1 1,059 $237M

Nearby 401(k) Plans in North Carolina

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

Merz North America 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Merz North America 401(k) Plan, Total assets ($B): 0.236991567 · Participants: 1059Merz North America 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Merz North America 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Merz North America 401(k) Plan side-by-side with 3 peers →

Merz North America 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Skechers USA, Inc. 401(k) Profit Sharing Plan in CA ($237M); by covered participants it is Scripps Clinic Medical Group, Inc. Retirement Savings Plan in CA (1,059 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,059 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 Merz North America 401(k) Plan assets move in 2024? ▼
Merz North America 401(k) Plan grew sharply - up 21.0% during 2024, from $196M to $237M. Reported net income was $41M.
How have Merz, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Merz, Incorporated's sponsor-wide assets grew 52.1%, from $156M to $237M.
Where does Merz North America 401(k) Plan rank by assets among Form 5500 filers? ▼
Merz North America 401(k) Plan ranks in the 95th 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 Merz North America 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Skechers USA, Inc. 401(k) Profit Sharing Plan in CA ($237M, 9,972 participants).
Which 401(k) plans cover a similar participant headcount to Merz North America 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Scripps Clinic Medical Group, Inc. Retirement Savings Plan in CA (1,059 participants, $962M 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 561540459.

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.