Defined Benefit (Pension) · DOL Form 5500 · 2024

Merck & Co., Inc. Pension Plan

Data updated 2026-08-11

$10.1B
Total assets
26,843
Participants
100th
Percentile by assets
$375,893
Avg per participant
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Official DOL plan name: Merck US Pension Plan · Sponsored by Merck & Co., Inc. · New Jersey · Manufacturing

$10.1B in assets, 26,843 participants

Merck & Co., Inc.'s Merck US Pension Plan reported $10.1B in total assets and 26,843 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.

  • 100th percentile by assets (of 123,622 plans)
  • #17,721 in Manufacturing (17,777 peers)

Coverage in New Jersey

Merck US Pension Plan covers 26,843 participants in New Jersey, 32x the typical New Jersey plan (state average ~844 per filing). Assets: $10.1B.

$10.1B
total plan assets (2024 EOY)
26,843
covered participants
100th
percentile by assets (of 123,622 plans)
$375,893
avg assets per participant

The plan reported a net loss of $135M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Merck US Pension Plan reported net income fell from $655M in the plan year 2023 filing to -$135M in the plan year 2024 filing.
  • Merck US Pension Plan reported participants rose from 25,223 in the plan year 2023 filing to 26,843 in the plan year 2024 filing.
  • Merck US Pension Plan end-of-year assets fell from $10.2B in the plan year 2023 filing to $10.1B 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. Merck US Pension Plan reports 26,843 participants - 32x that state average ($10.1B EOY assets).

New Jersey filing particulars

Total Assets (Beginning of Year)$10.2B
Net Assets (End of Year)$10.1B
Net Income-$135M
Employer EIN221918501
Plan Effective Date1956-01-01
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 Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Merck US Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants

Merck US Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000 510152025 Total assets ($B) Participants Merck US Pension PlanRetirement Plan of J…JPMorgan Chase Retir…Nokia Retirement Inc…The Prudential Merge…Metlife Retirement P…
Merck US Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants

Scale composition for Merck US Pension Plan

Merck US Pension Plan reports $10.1B in end-of-year assets across 26,843 participants (0.082% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.029% of 93,925,755 covered participants) - about $375,893 per participant (2.7x the national average assets-per-participant) . Net income for plan year 2024 was -$135M.

This plan identity (EIN 221918501, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $9.6B to $10.1B (+5.4%) while covered participants moved from 23,981 to 26,843 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 23,981 $9.6B Open filing
2023 25,223 $10.2B Open filing
2024 · index core 26,843 $10.1B This page

The same sponsor also keeps 3 other index-core plans on PlainRetire:

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Merck US Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Merck US Pension Plan assets move in 2024?
Merck US Pension Plan edged down modestly - down 1.3% during 2024, from $10.2B to $10.1B. Reported net income was -$135M.
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 Merck US Pension Plan rank by assets among Form 5500 filers?
Merck US Pension Plan ranks in the 100th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Merck US Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Citigroup Pension Plan in CT ($10.0B, 15,906 participants).

Filing takeaways

Ways to act on Merck US Pension Plan's numbers.