401(k) · DOL Form 5500 · 2024

Merrill Farms, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
219
Participants Below avg headcount
67th
Percentile by assets National rank
$76,575
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Merrill Farms, LLC Retirement Plan & Trust · Sponsored by Merrill Farms, LLC · California · Agriculture, Forestry & Fishing

$17M in assets, 219 participants

Merrill Farms, LLC's Merrill Farms, LLC Retirement Plan & Trust reported $17M in total assets and 219 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #896 in Agriculture, Forestry & Fishing (1,217 peers)

Coverage in California

Merrill Farms, LLC Retirement Plan & Trust covers 219 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $17M.

#896
in Agriculture, Forestry & Fishing (1,217 peers)
+20.2%
assets growth YoY

Merrill Farms, LLC Retirement Plan & Trust's outsized position by total assets

Merrill Farms, LLC Retirement Plan & Trust vs every filed plan by assets

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

$16,770,033 Top 33% higher than 67% 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

Merrill Farms, LLC Retirement Plan & Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Merrill Farms, LLC Retirement Plan & Trust sits mid-pack in the medium band (219 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Merrill Farms, LLC Retirement Plan & Trust reported participants rose from 164 in the plan year 2023 filing to 219 in the plan year 2024 filing.
  • Merrill Farms, LLC Retirement Plan & Trust end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Merrill Farms, LLC Retirement Plan & Trust reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 770545932 · Merrill Farms, LLC PY 2024 · 401(k)

Merrill Farms, LLC Retirement Plan & Trust · $17M · 219 · 67th

  • ASSETS $17M
  • ASSETS 219
  • ASSETS 67th
  • ASSETS 401(k)
  • ASSETS near Indian Community School, Inc. 401(k) Plan
  • ASSETS ind #896

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 Agriculture, Forestry & Fishing retirement plans → · Plans in California →

Merrill Farms, LLC Retirement Plan & Trust in the asset neighbourhood

Merrill Farms, LLC Retirement Plan & TrustMerrill Farms, LLC Retiremen…$17MIndian Community School, Inc. 401(k) PlanIndian Community School, Inc…$17MBkt-Shd Employee Savings & Retirement PlanBkt-Shd Employee Savings & R…$17MShady Maple Farm Market & Smorgasbord 401(k) Profit Sharing PlanShady Maple Farm Market & Sm…$17MVictory Sales, Inc. Profit Sharing Plan & TrustVictory Sales, Inc. Profit S…$17M
End-of-year total assets ($M) among Merrill Farms, LLC Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN770545932
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Merrill Farms, LLC)

Sponsor-wide plan assets over time

All Merrill Farms, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 45.816445715043926% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.5M $16.8M ▲ +45.8%
Year Plans Participants Total Assets
2022 1 172 $12M
2023 1 164 $14M
2024 1 219 $17M

Nearby 401(k) Plans in California

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

Merrill Farms, LLC Retirement Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Merrill Farms, LLC Retirement Plan & Trust, Total assets ($B): 0.016770033 · Participants: 219Merrill Farms, LLC Retirement Plan & TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Merrill Farms, LLC Retirement Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Merrill Farms, LLC Retirement Plan & Trust side-by-side with 3 peers →

Merrill Farms, LLC Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Indian Community School, Inc. 401(k) Plan in WI ($17M); by covered participants it is The Joy Companies, Inc. Retirement Plan in MD (219 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (219 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 Merrill Farms, LLC Retirement Plan & Trust assets move in 2024? ▼
Merrill Farms, LLC Retirement Plan & Trust grew sharply - up 20.2% during 2024, from $14M to $17M. Reported net income was $3M.
How have Merrill Farms, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Merrill Farms, LLC's sponsor-wide assets grew 45.8%, from $12M to $17M.
Which 401(k) plans are similar in size to Merrill Farms, LLC Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Indian Community School, Inc. 401(k) Plan in WI ($17M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Merrill Farms, LLC Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Joy Companies, Inc. Retirement Plan in MD (219 participants, $10M 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 770545932.

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.