401(k) · DOL Form 5500 · 2024

Merlo Construction Company, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
156
Participants Small participant base
44th
Percentile by assets National rank
$36,793
Avg per participant Low balance/head
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Official DOL plan name: Merlo Construction Company, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Merlo Construction Company, Inc. · Michigan · Construction

$6M in assets, 156 participants

Merlo Construction Company, Inc.'s Merlo Construction Company, Inc. 401(k) Profit Sharing Plan and Trust reported $6M in total assets and 156 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #3,896 in Construction (9,039 peers)

Coverage in Michigan

Merlo Construction Company, Inc. 401(k) Profit Sharing Plan and Trust covers 156 participants in Michigan, about 24% of the average Michigan filer (state average ~638 per filing). Assets: $6M.

#3,896
in Construction (9,039 peers)
+17.6%
assets growth YoY

Merlo Construction Company, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Construction and all filers

Merlo Construction Company, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$5,739,781 44th percentile higher than 44% 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

Merlo Construction Company, Inc. 401(k) Profit Sharing Plan and Trust 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. Merlo Construction Company, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Merlo Construction Company, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 382987899 · Merlo Construction Company, Inc. PY 2024 · 401(k)

Merlo Construction Company, Inc. 401(k) Profit Sharing Plan and Trust · $6M · 156 · 44th

  • EBSA $6M
  • PART 156
  • TYPE 44th
  • NET 401(k)
  • BOOK near Turbine Engine Specialist Inc. Retirement Trust
  • VS-ST ind #3896

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 Construction retirement plans → · Plans in Michigan →

Merlo Construction Company, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Merlo Construction Company, Inc. 401(k) Profit Sharing Plan and TrustMerlo Construction Company, …$6MTurbine Engine Specialist Inc. Retirement TrustTurbine Engine Specialist In…$6MTexas Midwest Emergency Physicians PA 401(k) Profit Sharing Plan & TrustTexas Midwest Emergency Phys…$6MSuburban Health at Home Retirement PlanSuburban Health at Home Reti…$6MWirt County Health Association, Inc. 401(k) PlanWirt County Health Associati…$6M
End-of-year total assets ($M) among Merlo Construction Company, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$860K
Employer EIN382987899
Plan Effective Date2000-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Merlo Construction Company, Inc.)

Sponsor-wide plan assets over time

All Merlo Construction Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 43.67206775773161% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $4M $5.74M ▲ +43.5%
Year Plans Participants Total Assets
2022 1 165 $4M
2023 1 157 $5M
2024 1 156 $6M

Nearby 401(k) Plans in Michigan

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Merlo Construction Company, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Merlo Construction Company, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.005739781 · Participants: 156Merlo Construction Company, Inc. 401(k) Profit Sharing Plan and TrustGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Merlo Construction Company, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Merlo Construction Company, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Merlo Construction Company, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Turbine Engine Specialist Inc. Retirement Trust in TX ($6M); by covered participants it is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Merlo Construction Company, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Merlo Construction Company, Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 17.6% during 2024, from $5M to $6M. Reported net income was $860K.
How have Merlo Construction Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Merlo Construction Company, Inc.'s sponsor-wide assets grew 43.7%, from $4M to $6M.
Which 401(k) plans are similar in size to Merlo Construction Company, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Turbine Engine Specialist Inc. Retirement Trust in TX ($6M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Merlo Construction Company, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 participants, N/A 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 382987899.

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.