ESOP · DOL Form 5500 · 2024

Merus Corporation ESOP

Data updated 2026-08-11

$102M
Total assets
175
Participants
91st
Percentile by assets
$584,388
Avg per participant
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Official DOL plan name: Merus Employee Stock Ownership Plan and Trust Agreement · Sponsored by Merus Corporation · Ohio · Management of Enterprises

$102M in assets, 175 participants

Merus Corporation's Merus Employee Stock Ownership Plan and Trust Agreement reported $102M in total assets and 175 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.

  • 91st percentile by assets (of 123,622 plans)
  • #870 in Management of Enterprises (1,133 peers)

Coverage in Ohio

Merus Employee Stock Ownership Plan and Trust Agreement covers 175 participants in Ohio, about 23% of the average Ohio filer (state average ~765 per filing). Assets: $102M.

$102M
total plan assets (2024 EOY)
175
covered participants
91st
percentile by assets (of 123,622 plans)
$584,388
avg assets per participant

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Merus Employee Stock Ownership Plan and Trust Agreement sits by total assets

Merus Employee Stock Ownership Plan and Trust Agreement vs every filed plan by assets

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

$102,267,838 Top 9% higher than 91% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Merus Employee Stock Ownership Plan and Trust Agreement reported net income fell from $23M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Merus Employee Stock Ownership Plan and Trust Agreement end-of-year assets rose from $93M in the plan year 2023 filing to $102M in the plan year 2024 filing.
  • Merus Employee Stock Ownership Plan and Trust Agreement reported participants fell from 189 in the plan year 2023 filing to 175 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Ohio
Industry
Management of Enterprises

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Merus Employee Stock Ownership Plan and Trust Agreement reports 175 participants - about 23% of that state average ($102M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$93M
Net Assets (End of Year)$82M
Net Income-$4M
Employer EIN461375798
Plan Effective Date2014-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Merus Corporation)

$80M$100M$120M$140M 202220232024 $87.9M $128M ▲ +45.7%
Total plan assets by year, all Merus Corporation plans on file
Year Plans Participants Total Assets
2022 2 312 $88M
2023 2 369 $117M
2024 2 341 $128M

Nearby ESOP Plans in Ohio

Peer ESOP plans, same state, same plan type, ranked by total assets.

Merus Employee Stock Ownership Plan and Trust Agreement vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Merus Employee Stock…, Total assets ($B): 0.102267838 · Participants: 175Merus Employee Stock…Procter & Gamble Pro…, Total assets ($B): 21.965382968 · Participants: 33639Procter & Gamble Pro…The Garland Industri…, Total assets ($B): 2.007916491 · Participants: 1118The Garland Industri…Messer Inc. Employee…, Total assets ($B): 0.695889558 · Participants: 903Messer Inc. Employee…Great Lakes Cheese C…, Total assets ($B): 0.501664561 · Participants: 4264Great Lakes Cheese C…Cleveland Steel Cont…, Total assets ($B): 0.485460635 · Participants: 415Cleveland Steel Cont…
Merus Employee Stock Ownership Plan and Trust Agreement vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Merus Employee Stock Ownership Plan and … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Merus Employee Stock Ownership Plan and Trust Agreement by total assets, not by location.

Frequently Asked Questions

How did Merus Employee Stock Ownership Plan and Trust Agreement assets move in 2024? ▼
Merus Employee Stock Ownership Plan and Trust Agreement grew at a solid clip - up 9.4% during 2024, from $93M to $102M. Reported net income was -$4M.
How have Merus Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Merus Corporation's sponsor-wide assets grew 45.7%, from $88M to $128M.
Where does Merus Employee Stock Ownership Plan and Trust Agreement rank by assets among Form 5500 filers? ▼
Merus Employee Stock Ownership Plan and Trust Agreement ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Merus Employee Stock Ownership Plan and Trust Agreement? ▼
Among ESOP plans in other states, the closest by assets is Erickson-Hall Holding Co. ESOP in CA ($102M, 211 participants).

Next read for Merus Employee Stock Ownership Plan and …

Filing takeaways

Ways to act on Merus Employee Stock Ownership Plan and Trust Agreement's numbers.

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 461375798.

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.