Other
2024 plan-year Other DOL Form 5500

Merus Employee Stock Ownership Plan and Trust Agreement

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Merus Corporation ยท Ohio ยท Management of Enterprises

What the 2023 filing shows

Merus Employee Stock Ownership Plan and Trust Agreement holds $102M for 175 participants - about $584,388 per participant, up 9.4% over the 2024 plan year.

$102M
total plan assets (2024 EOY)
175
covered participants
$584,388
avg assets per participant
+9.4%
assets growth YoY

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

Total Assets (2023)
$102M
Participants
175
State
Industry
Management of Enterprises

What the Filing Says About Merus Employee Stock Ownership Plan and Trust Agreement

Merus Employee Stock Ownership Plan and Trust Agreement is a Other retirement plan sponsored by Merus Corporation, headquartered in Ohio. As of the 2024 Form 5500 filing, the plan reports $102M in total end-of-year assets and covers 175 participants across the Management of Enterprises industry. The sponsor's EIN on file with the U.S. Department of Labor is 461375798, and the plan has been effective since 2014-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $93M at the beginning of 2024 to $102M at year-end โ€” a gain of 9.4%. Net assets (after liabilities) closed the year at $82M, with reported net income of $-3,637,613 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$93M
Total Assets (End of Year)$102M
Net Assets (End of Year)$82M
Net Income$-3,637,613
Plan TypeOther
Employer EIN461375798
Plan Effective Date2014-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Merus Corporation)

Year Plans Participants Total Assets
2022 2 312 $88M
2023 2 369 $117M
2024 2 341 $128M

Nearby Other Plans in Ohio

Peer Other plans โ€” same state, same plan type โ€” ranked by total assets.

Frequently Asked Questions

How much money is in the Merus Employee Stock Ownership Plan and Trust Agreement?
As of the 2024 Form 5500 filing, Merus Employee Stock Ownership Plan and Trust Agreement holds $102M in total assets with 175 participants. It is sponsored by Merus Corporation.
What type of plan is Merus Employee Stock Ownership Plan and Trust Agreement?
Merus Employee Stock Ownership Plan and Trust Agreement is a Other plan. It has been effective since 2014-04-01. The plan is filed with the U.S. Department of Labor under EIN 461375798.
Who sponsors the Merus Employee Stock Ownership Plan and Trust Agreement?
Merus Employee Stock Ownership Plan and Trust Agreement is sponsored by Merus Corporation, located in Ohio. The sponsor's EIN is 461375798 and the plan operates in the Management of Enterprises industry.
How did Merus Employee Stock Ownership Plan and Trust Agreement perform in 2024?
Merus Employee Stock Ownership Plan and Trust Agreement grew by 9.4% during 2024, moving from $93M to $102M in total assets. Net income was $-3,637,613.
Where can I find official filings for Merus Employee Stock Ownership Plan and Trust Agreement?
Official Form 5500 filings for Merus Employee Stock Ownership Plan and Trust Agreement are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 461375798 or plan name at efast.dol.gov.
How does Merus Employee Stock Ownership Plan and Trust Agreement compare to other plans?
You can compare Merus Employee Stock Ownership Plan and Trust Agreement against other Other plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 461375798.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.