ESOP · DOL Form 5500 · 2024

Merus Corporation ESOP

Data updated 2026-08-25

$102M
Total assets Near avg plan size
175
Participants Small participant base
91st
Percentile by assets National rank
$584,388
Avg per participant High balance/head
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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.

  • #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.

#870
in Management of Enterprises (1,133 peers)
+9.4%
assets growth YoY
1.0×
vs typical plan assets (national mean)

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.

Merus Employee Stock Ownership Plan and Trust Agreement's outsized position 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 $2,050,000,000 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

Merus Employee Stock Ownership Plan and Trust Agreement 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. Merus Employee Stock Ownership Plan and Trust Agreement sits mid-pack in the medium band (175 participants).

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 →

EBSA filing schedule strip

Filing strip 461375798 · Merus Corporation PY 2024 · ESOP

Merus Employee Stock Ownership Plan and Trust Agreement · $102M · 175 · 91st

  • BOOK $102M
  • BOOK 175
  • BOOK 91st
  • BOOK ESOP
  • BOOK near Erickson-Hall Holding Co. ESOP
  • BOOK ind #870

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 What is an ESOP? → · Plans in Ohio →

Merus Employee Stock Ownership Plan and Trust Agreement in the asset neighbourhood

Central Moloney, Inc. Salaried Employee Stock Ownership Plan and TrustCentral Moloney, Inc. Salari…$103MCalibre Systems, Inc. Employee Stock Ownership PlanCalibre Systems, Inc. Employ…$102MErickson-Hall Holding Co. ESOPErickson-Hall Holding Co. ES…$102MMerus Employee Stock Ownership Plan and Trust AgreementMerus Employee Stock Ownersh…$102MNorthwest Pump & Equipment Co. Employee Stock Ownership PlanNorthwest Pump & Equipment C…$102M
End-of-year total assets ($M) among Merus Employee Stock Ownership Plan and Trust Agreement and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Merus Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$128M 45.65724527274418% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $87.9M $128M ▲ +45.7%
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 ($B) Participants Merus Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 0.102267838 · Participants: 175Merus Employee Stock Ownership Plan and Trust AgreementProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.965382968 · Participants: 33639Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 2.007916491 · Participants: 1118The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.695889558 · Participants: 903Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.501664561 · Participants: 4264Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.485460635 · Participants: 415Cleveland Steel Container Corporation Employee Stock Ownership Plan
Merus Employee Stock Ownership Plan and Trust Agreement vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Merus Employee Stock Ownership Plan and Trust Agreement side-by-side with 3 peers →

Merus Employee Stock Ownership Plan and Trust Agreement's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Erickson-Hall Holding Co. ESOP in CA ($102M); by covered participants it is Moscow Bancshares, Inc. Employee Stock Ownership Plan in TN (175 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (175 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 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).
Which ESOP plans cover a similar participant headcount to Merus Employee Stock Ownership Plan and Trust Agreement? ▼
Among ESOP plans in other states, the closest by covered participants is Moscow Bancshares, Inc. Employee Stock Ownership Plan in TN (175 participants, $5M 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 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.