ESOP · DOL Form 5500 · 2024

Merit Framing, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
374
Participants Below avg headcount
32nd
Percentile by assets National rank
$6,652
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Merit Framing, Inc. Employee Stock Ownership Plan · Sponsored by Merit Framing, Inc. · California · Construction

$2M in assets, 374 participants

Merit Framing, Inc.'s Merit Framing, Inc. Employee Stock Ownership Plan reported $2M in total assets and 374 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #2,737 in Construction (9,039 peers)

Merit Framing, Inc. multi-year trail

Merit Framing, Inc.'s plans moved -54.3% in assets from 2023 to 2024; this filing shows Merit Framing, Inc. Employee Stock Ownership Plan at $2M / 374 participants.

#2,737
in Construction (9,039 peers)
-54.3%
assets change YoY

The plan reported a net loss of $537K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Merit Framing, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Merit Framing, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,487,852 32nd percentile higher than 32% 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

Merit Framing, Inc. Employee Stock Ownership Plan 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. Merit Framing, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (374 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Merit Framing, Inc. Employee Stock Ownership Plan reported net income rose from -$10M in the plan year 2023 filing to -$537K in the plan year 2024 filing.
  • Merit Framing, Inc. Employee Stock Ownership Plan end-of-year assets fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Merit Framing, Inc. Employee Stock Ownership Plan reported participants rose from 272 in the plan year 2023 filing to 374 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 453807948 · Merit Framing, Inc. PY 2024 · ESOP

Merit Framing, Inc. Employee Stock Ownership Plan · $2M · 374 · 32nd

  • ASSETS $2M
  • PCT 374
  • EIN 32nd
  • RANK ESOP
  • PHOTO near Ohio Screw Products Employee Stock Ownership Plan
  • IND ind #2737

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 California →

Merit Framing, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Triton Services, Inc. Employee Stock Ownership PlanTriton Services, Inc. Employ…$2MMerit Framing, Inc. Employee Stock Ownership PlanMerit Framing, Inc. Employee…$2MOhio Screw Products Employee Stock Ownership PlanOhio Screw Products Employee…$2MBroadhead Enterprises, Inc. Employee Stock Ownership PlanBroadhead Enterprises, Inc. …$2MEquinox Information Systems, Inc. Employee Stock Ownership PlanEquinox Information Systems,…$2M
End-of-year total assets ($M) among Merit Framing, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Merit Framing, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Merit Framing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 54.267426470588234% vs 2023
2024 filing year
$2M$3M$4M$5M$6M 20232024 $5.44M $2.49M ▼ -54.2%
Year Plans Participants Total Assets
2023 1 272 $5M
2024 1 374 $2M

Merit Framing, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)-$10M
Net Income-$537K
Employer EIN453807948
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Merit Framing, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Merit Framing, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002487852 · Participants: 374Merit Framing, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Merit Framing, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Merit Framing, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Merit Framing, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Ohio Screw Products Employee Stock Ownership Plan in OH ($2M); by covered participants it is Flywheel Employee Stock Ownership Plan in WI (374 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (374 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 Merit Framing, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Merit Framing, Inc. Employee Stock Ownership Plan contracted severely - down 54.3% during 2024, from $5M to $2M. Reported net income was -$537K.
How have Merit Framing, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Merit Framing, Inc.'s sponsor-wide assets declined 54.3%, from $5M to $2M.
Which ESOP plans are similar in size to Merit Framing, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ohio Screw Products Employee Stock Ownership Plan in OH ($2M, 33 participants).
Which ESOP plans cover a similar participant headcount to Merit Framing, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Flywheel Employee Stock Ownership Plan in WI (374 participants, $43M 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 453807948.

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.