401(k) · DOL Form 5500 · 2024

Meritum Energy Gp, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
242
Participants Below avg headcount
50th
Percentile by assets National rank
$31,685
Avg per participant Low balance/head
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Official DOL plan name: Meritum Energy Gp, LLC 401(k) Plan · Sponsored by Meritum Energy Gp, LLC · Texas · Retail Trade

$8M in assets, 242 participants

Meritum Energy Gp, LLC's Meritum Energy Gp, LLC 401(k) Plan reported $8M in total assets and 242 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #4,846 in Retail Trade (8,048 peers)

Coverage in Texas

Meritum Energy Gp, LLC 401(k) Plan covers 242 participants in Texas, about 35% of the average Texas filer (state average ~688 per filing). Assets: $8M.

#4,846
in Retail Trade (8,048 peers)
+16.7%
assets growth YoY

Meritum Energy Gp, LLC 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Meritum Energy Gp, LLC 401(k) Plan vs every filed plan by assets

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

$7,667,663 Top 50% higher than 50% 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

Meritum Energy Gp, LLC 401(k) 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. Meritum Energy Gp, LLC 401(k) Plan sits mid-pack in the medium band (242 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Meritum Energy Gp, LLC 401(k) Plan reported participants fell from 317 in the plan year 2023 filing to 242 in the plan year 2024 filing.
  • Meritum Energy Gp, LLC 401(k) Plan reported net income rose from $934K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Meritum Energy Gp, LLC 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 473186665 · Meritum Energy Gp, LLC PY 2024 · 401(k)

Meritum Energy Gp, LLC 401(k) Plan · $8M · 242 · 50th

  • PHOTO $8M
  • IND 242
  • EOY 50th
  • 5500 401(k)
  • ASSETS near Avolve Software Corporation 401(k) Plan
  • PCT ind #4846

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 Retail Trade retirement plans → · Plans in Texas →

Meritum Energy Gp, LLC 401(k) Plan in the asset neighbourhood

Meritum Energy Gp, LLC 401(k) PlanMeritum Energy Gp, LLC 401(k…$8MAvolve Software Corporation 401(k) PlanAvolve Software Corporation …$8MFalcon Farms, Inc. 401(k) PlanFalcon Farms, Inc. 401(k) Pl…$8MImage Studios, Inc. 401(k) Profit Sharing PlanImage Studios, Inc. 401(k) P…$8MLdi Mechanical, Inc. 401(k) Retirement Savings PlanLdi Mechanical, Inc. 401(k) …$8M
End-of-year total assets ($M) among Meritum Energy Gp, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN473186665
Plan Effective Date2019-07-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Meritum Energy Gp, LLC)

Sponsor-wide plan assets over time

All Meritum Energy Gp, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 35.97418221270291% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.64M $7.67M ▲ +36.0%
Year Plans Participants Total Assets
2022 1 276 $6M
2023 1 317 $7M
2024 1 242 $8M

Nearby 401(k) Plans in Texas

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

Meritum Energy Gp, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Meritum Energy Gp, LLC 401(k) Plan, Total assets ($B): 0.007667663 · Participants: 242Meritum Energy Gp, LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Meritum Energy Gp, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Meritum Energy Gp, LLC 401(k) Plan side-by-side with 3 peers →

Meritum Energy Gp, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Avolve Software Corporation 401(k) Plan in AZ ($8M); by covered participants it is Allone Health Resources, Inc. 401(k) Retirement Savings Plan in PA (242 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (242 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 Meritum Energy Gp, LLC 401(k) Plan assets move in 2024? ▼
Meritum Energy Gp, LLC 401(k) Plan grew sharply - up 16.7% during 2024, from $7M to $8M. Reported net income was $1M.
How have Meritum Energy Gp, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Meritum Energy Gp, LLC's sponsor-wide assets grew 36.0%, from $6M to $8M.
Which 401(k) plans are similar in size to Meritum Energy Gp, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Avolve Software Corporation 401(k) Plan in AZ ($8M, 50 participants).
Which 401(k) plans cover a similar participant headcount to Meritum Energy Gp, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Allone Health Resources, Inc. 401(k) Retirement Savings Plan in PA (242 participants, $24M 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 473186665.

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.