401(k) · DOL Form 5500 · 2024
Samuel Merritt University 401(k) Plan
Data updated 2026-08-25
- $101M
- Total assets Near avg plan size
- 711
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $142,336
- Avg per participant Near avg balance/head
Official DOL plan name: Samuel Merritt University 403(b) Plan · Sponsored by Samuel Merritt University · California · Educational Services
$101M in assets, 711 participants
Samuel Merritt University's Samuel Merritt University 403(b) Plan reported $101M in total assets and 711 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #3,035 in Educational Services (3,638 peers)
Where Samuel Merritt University 403(b) Plan sits by assets
Samuel Merritt University 403(b) Plan sits in the top 10% of all filed plans by assets, $101M for 711 participants (~$142,336/participant), up 12.3% in 2024.
- #3,035
- in Educational Services (3,638 peers)
- +12.3%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Samuel Merritt University 403(b) Plan's outsized position by total assets
Samuel Merritt University 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$101,200,941 Top 9% higher than 91% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Samuel Merritt University 403(b) Plan 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. Samuel Merritt University 403(b) Plan sits mid-pack in the medium band (711 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Samuel Merritt University 403(b) Plan reported net income fell from $15M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Samuel Merritt University 403(b) Plan end-of-year assets rose from $90M in the plan year 2023 filing to $101M in the plan year 2024 filing.
- Samuel Merritt University 403(b) Plan reported participants rose from 673 in the plan year 2023 filing to 711 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 942992642 · Samuel Merritt University PY 2024 · 401(k)
Samuel Merritt University 403(b) Plan · $101M · 711 · 91st
- PCT $101M
- EIN 711
- RANK 91st
- PHOTO 401(k)
- IND near Nan Ya Plastics Corporation, America Employees Savings Plan
- EOY ind #3035
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 Educational Services retirement plans → · Plans in California →
Samuel Merritt University 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $90M |
|---|---|
| Net Assets (End of Year) | $101M |
| Net Income | $11M |
| Employer EIN | 942992642 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Samuel Merritt University)
Sponsor-wide plan assets over time
All Samuel Merritt University plans reported in each filing year
- Latest sponsor-wide plan assets
- $101M 34.736950451599576% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 642 | $75M |
| 2023 | 1 | 673 | $90M |
| 2024 | 1 | 711 | $101M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Samuel Merritt University 403(b) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Nan Ya Plastics Corporation, America Employees Savings Plan in NJ ($101M); by covered participants it is Purcell Tire & Rubber Company 401(k) Plan in MO (711 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($101M here).
- Nan Ya Plastics Corporation, America Employees Savings Plan (NJ) $101M · 872
- Peak6 Group LLC 401(k) Ps Plan (IL) $101M · 347
- Performance Bankers, Inc. Retirement Savings Plan (SD) $101M · 752
- Gs1 US 401(k) Profit Sharing Plan (NJ) $101M · 240
Similar participant headcount
Nearest other-state filings by covered participants (711 participants); asset peers above are excluded.
- Purcell Tire & Rubber Company 401(k) Plan (MO) 711 · 0 off
- Icc Employees 401(k) Profit Sharing Plan (IL) 711 · 0 off
- The Pleasant Companies 401(k) Plan and Trust (MD) 711 · 0 off
- Zeeco, Inc. 401(k) Plan (OK) 711 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.