401(k) · DOL Form 5500 · 2024

Rj Merrell, Inc. 401(k) Plan

Data updated 2026-08-25

$617K
Total assets Small plan by assets
16
Participants Small participant base
19th
Percentile by assets National rank
$38,539
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rj Merrell, Inc. Retirement Plan · Sponsored by Rj Merrell, Inc. · Massachusetts · Other Services

$617K in assets, 16 participants

Rj Merrell, Inc.'s Rj Merrell, Inc. Retirement Plan reported $617K in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #3,151 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Rj Merrell, Inc. Retirement Plan ranks #3,151 of 7,719 2024 filers by assets (3255% of the sector average)-$617K for 16 participants.

#3,151
in Other Services (7,719 peers)
+47.8%
assets growth YoY

Rj Merrell, Inc. Retirement Plan among the smaller filed plans by assets

Rj Merrell, Inc. Retirement Plan vs every filed plan by assets

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

$616,617 19th percentile higher than 19% 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

Rj Merrell, Inc. Retirement 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. Rj Merrell, Inc. Retirement Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rj Merrell, Inc. Retirement Plan reported net income fell from $402K in the plan year 2023 filing to $199K in the plan year 2024 filing.
  • Rj Merrell, Inc. Retirement Plan end-of-year assets rose from $417K in the plan year 2023 filing to $617K in the plan year 2024 filing.
  • Rj Merrell, Inc. Retirement Plan reported participants rose from 13 in the plan year 2023 filing to 16 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 920406964 · Rj Merrell, Inc. PY 2024 · 401(k)

Rj Merrell, Inc. Retirement Plan · $617K · 16 · 19th

  • BOY $617K
  • BOY 16
  • BOY 19th
  • BOY 401(k)
  • BOY near Rocky Mountain Ng Corp. 401(k) Profit Sharing Plan
  • BOY ind #3151

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 Other Services retirement plans → · Plans in Massachusetts →

Rj Merrell, Inc. Retirement Plan in the asset neighbourhood

Rj Merrell, Inc. Retirement PlanRj Merrell, Inc. Retirement …$617KRocky Mountain Ng Corp. 401(k) Profit Sharing PlanRocky Mountain Ng Corp. 401(…$617KSalvatore Bonetti 401(k) Profit Sharing Plan & TrustSalvatore Bonetti 401(k) Pro…$616KImagine, Inc. 401(k) Plan$617KPenfield Productions 401(k) PlanPenfield Productions 401(k) …$617K
End-of-year total assets ($M) among Rj Merrell, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$417K
Net Assets (End of Year)$617K
Net Income$199K
Employer EIN920406964
Plan Effective Date2022-10-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Rj Merrell, Inc.)

Sponsor-wide plan assets over time

All Rj Merrell, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$617K 3938.623264343725% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.02M $0.62M ▲ +3000.0%
Year Plans Participants Total Assets
2022 1 17 $15K
2023 1 13 $417K
2024 1 16 $617K

Nearby 401(k) Plans in Massachusetts

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

Rj Merrell, Inc. Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Rj Merrell, Inc. Retirement Plan, Total assets ($B): 0.000616617 · Participants: 16Rj Merrell, Inc. Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Rj Merrell, Inc. Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Rj Merrell, Inc. Retirement Plan side-by-side with 3 peers →

Rj Merrell, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Rocky Mountain Ng Corp. 401(k) Profit Sharing Plan in CO ($617K); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($617K here).

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 Rj Merrell, Inc. Retirement Plan assets move in 2024? ▼
Rj Merrell, Inc. Retirement Plan surged - up 47.8% during 2024, from $417K to $617K. Reported net income was $199K.
How have Rj Merrell, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rj Merrell, Inc.'s sponsor-wide assets grew 3938.6%, from $15K to $617K.
Where does Rj Merrell, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Rj Merrell, Inc. Retirement Plan ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Rj Merrell, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rocky Mountain Ng Corp. 401(k) Profit Sharing Plan in CO ($617K, 12 participants).
Which 401(k) plans cover a similar participant headcount to Rj Merrell, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants, $4M 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 920406964.

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.