401(k) · DOL Form 5500 · 2024
Merritt Hospitality LLC 401(k) Plan
Data updated 2026-08-25
- $198M
- Total assets Near avg plan size
- 10,540
- Participants Very large workforce
- 94th
- Percentile by assets National rank
- $18,802
- Avg per participant Low balance/head
Official DOL plan name: Hei Hotels and Resorts 401(k) Plan · Sponsored by Merritt Hospitality LLC · Connecticut · Food Services & Accommodation
$198M in assets, 10,540 participants
Merritt Hospitality LLC's Hei Hotels and Resorts 401(k) Plan reported $198M in total assets and 10,540 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #3,615 in Food Services & Accommodation (3,672 peers)
Coverage in Connecticut
Hei Hotels and Resorts 401(k) Plan covers 10,540 participants in Connecticut, 15x the typical Connecticut plan (state average ~718 per filing). Assets: $198M.
- #3,615
- in Food Services & Accommodation (3,672 peers)
- +19.8%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
Hei Hotels and Resorts 401(k) Plan's outsized position by total assets
Hei Hotels and Resorts 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$198,176,035 Top 6% higher than 94% 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
Hei Hotels and Resorts 401(k) Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hei Hotels and Resorts 401(k) Plan is a mega filing (10,540 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hei Hotels and Resorts 401(k) Plan end-of-year assets rose from $165M in the plan year 2023 filing to $198M in the plan year 2024 filing.
- Hei Hotels and Resorts 401(k) Plan reported participants rose from 9,086 in the plan year 2023 filing to 10,540 in the plan year 2024 filing.
- Hei Hotels and Resorts 401(k) Plan reported net income fell from $35M in the plan year 2023 filing to $33M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 522353526 · Merritt Hospitality LLC PY 2024 · 401(k)
Hei Hotels and Resorts 401(k) Plan · $198M · 10,540 · 94th
- EOY $198M
- EOY 10,540
- EOY 94th
- EOY 401(k)
- EOY near Donegal Mutual Insurance Company 401(k) Plan
- EOY ind #3615
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 Food Services & Accommodation retirement plans → · Plans in Connecticut →
Hei Hotels and Resorts 401(k) Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $165M |
|---|---|
| Net Assets (End of Year) | $198M |
| Net Income | $33M |
| Employer EIN | 522353526 |
| Plan Effective Date | 2003-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Merritt Hospitality LLC)
Sponsor-wide plan assets over time
All Merritt Hospitality LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $198M 51.411910698924814% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,944 | $131M |
| 2023 | 1 | 9,086 | $165M |
| 2024 | 1 | 10,540 | $198M |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $58.6B · 124,876
- Citi Retirement Savings Plan $23.2B · 78,741
- The Hartford Investment and Savings Plan $7.2B · 18,614
- Eversource 401(k) Plan $4.0B · 10,041
- Xerox Corporation Savings Plan $4.0B · 9,876
Scale composition for Hei Hotels and Resorts 401(k) Plan
Hei Hotels and Resorts 401(k) Plan reports $198M in end-of-year assets across 10,540 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $18,802 per participant (14% of the national average assets-per-participant) . Net income for plan year 2024 was $33M.
This plan identity (EIN 522353526, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $131M to $198M (+51.4%) while covered participants moved from 6,944 to 10,540 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,944 | $131M | Open filing |
| 2023 | 9,086 | $165M | Open filing |
| 2024 · index core | 10,540 | $198M | This page |
Hei Hotels and Resorts 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Donegal Mutual Insurance Company 401(k) Plan in PA ($198M); by covered participants it is Packaging Corporation of America Thrift Plan for Hourly Employees in IL (10,538 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($198M here).
- Donegal Mutual Insurance Company 401(k) Plan (PA) $198M · 798
- Ega 401(k) Profit Sharing Plan (NJ) $198M · 352
- Management & Training Corporation Retirement Plan (UT) $198M · 3,917
- Apfs 401(k) Plan (IL) $198M · 4,515
Similar participant headcount
Nearest other-state filings by covered participants (10,540 participants); asset peers above are excluded.
- Packaging Corporation of America Thrift Plan for Hourly Employees (IL) 10,538 · 2 off
- Saint Francis Health System, Inc. 401(k) Savings P (OK) 10,537 · 3 off
- Eastman Investment & Employee Stock Ownership Plan (TN) 10,535 · 5 off
- Srs Distribution Inc. 401(k) Plan (TX) 10,546 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.