401(k)
2024 plan-year 401(k) DOL Form 5500

Merative US L.P. 401(k) Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Merative US L.P. ยท Michigan ยท Professional & Technical Services

What the 2023 filing shows

Merative US L.P. 401(k) Retirement Plan holds $118M for 1,309 participants - about $89,816 per participant, up 42.1% over the 2024 plan year.

$118M
total plan assets (2024 EOY)
1,309
covered participants
$89,816
avg assets per participant
+42.1%
assets growth YoY
Total Assets (2023)
$118M
Participants
1,309
State
Industry
Professional & Technical Services

What the Filing Says About Merative US L.P. 401(k) Retirement Plan

Merative US L.P. 401(k) Retirement Plan is a 401(k) retirement plan sponsored by Merative US L.P., headquartered in Michigan. As of the 2024 Form 5500 filing, the plan reports $118M in total end-of-year assets and covers 1,309 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 881430661, and the plan has been effective since 2022-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $83M at the beginning of 2024 to $118M at year-end โ€” a gain of 42.1%. Net assets (after liabilities) closed the year at $118M, with reported net income of $35M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$83M
Total Assets (End of Year)$118M
Net Assets (End of Year)$118M
Net Income$35M
Plan Type401(k)
Employer EIN881430661
Plan Effective Date2022-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Merative US L.P.)

Year Plans Participants Total Assets
2022 1 1,326 $28M
2023 1 1,627 $83M
2024 1 1,309 $118M

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Frequently Asked Questions

How much money is in the Merative US L.P. 401(k) Retirement Plan?
As of the 2024 Form 5500 filing, Merative US L.P. 401(k) Retirement Plan holds $118M in total assets with 1,309 participants. It is sponsored by Merative US L.P..
What type of plan is Merative US L.P. 401(k) Retirement Plan?
Merative US L.P. 401(k) Retirement Plan is a 401(k) plan. It has been effective since 2022-07-01. The plan is filed with the U.S. Department of Labor under EIN 881430661.
Who sponsors the Merative US L.P. 401(k) Retirement Plan?
Merative US L.P. 401(k) Retirement Plan is sponsored by Merative US L.P., located in Michigan. The sponsor's EIN is 881430661 and the plan operates in the Professional & Technical Services industry.
How did Merative US L.P. 401(k) Retirement Plan perform in 2024?
Merative US L.P. 401(k) Retirement Plan grew by 42.1% during 2024, moving from $83M to $118M in total assets. Net income was $35M.
Where can I find official filings for Merative US L.P. 401(k) Retirement Plan?
Official Form 5500 filings for Merative US L.P. 401(k) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 881430661 or plan name at efast.dol.gov.
How does Merative US L.P. 401(k) Retirement Plan compare to other plans?
You can compare Merative US L.P. 401(k) Retirement Plan against other 401(k) plans on the plan type page, or view plans in Michigan on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 881430661.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.