401(k) · DOL Form 5500 · 2024

MERCHSOURCE 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets: 159
Participants Small participant base: 70th
Percentile by assets National rank: $122,849
Avg per participant Near avg balance/head

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Official DOL plan name: Merchsource 401(k) Plan · Sponsored by MERCHSOURCE · California · Wholesale Trade

$20M in assets, 159 participants

MERCHSOURCE's Merchsource 401(k) Plan reported $20M in total assets and 159 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

#3,987 in Wholesale Trade (6,080 peers)

Coverage in California

Merchsource 401(k) Plan covers 159 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $20M.

#3,987
in Wholesale Trade (6,080 peers): +18.9%
assets growth YoY

Merchsource 401(k) Plan's outsized position by total assets

Merchsource 401(k) Plan vs every filed plan by assets

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

$19,533,014 Top 30% higher than 70% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Merchsource 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. Merchsource 401(k) Plan sits mid-pack in the medium band (159 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Merchsource 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $20M in the plan year 2024 filing.
Merchsource 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Merchsource 401(k) Plan reported participants fell from 168 in the plan year 2023 filing to 159 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 383853398 · MERCHSOURCE PY 2024 · 401(k)

Merchsource 401(k) Plan · $20M · 159 · 70th

BOY $20M
SCH 159
EBSA 70th
PART 401(k)
TYPE near Bioqual, Inc. 401(k) Plan
NET ind #3987

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 Wholesale Trade retirement plans → · Plans in California →

End-of-year total assets ($M) among Merchsource 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)	$16M
Net Assets (End of Year)	$20M
Net Income	$3M
Employer EIN	383853398
Plan Effective Date	2009-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (MERCHSOURCE)

Latest sponsor-wide plan assets: $20M 50.902311431152846% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	112	$13M
2023	1	168	$16M
2024	1	159	$20M

Nearby 401(k) Plans in California

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

Merchsource 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Merchsource 401(k) Plan side-by-side with 3 peers →

Merchsource 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bioqual, Inc. 401(k) Plan in MD ($20M); by covered participants it is Innovative Control Systems, Inc. 401(k) Plan in PA (159 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Bioqual, Inc. 401(k) Plan (MD) $20M · 237
Semanoff Ormsby Greenberg & Torchia, LLC 401(k) Profit Sharing Plan (PA) $20M · 54
Radius Financial Group, Inc. 401(k) Employee Savings Plan (MA) $20M · 162
Keats Manufacturing Co. 401(k) and Profit Sharing Plan (IL) $20M · 204

Similar participant headcount

Nearest other-state filings by covered participants (159 participants); asset peers above are excluded.

Innovative Control Systems, Inc. 401(k) Plan (PA) 159 · 0 off
Pembina U.S. Corporation Wealth Accumulation Plan (TX) 159 · 0 off
Premier Forge Group Retirement Plan (IN) 159 · 0 off
Eci Group 401(k) Plan (GA) 159 · 0 off

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 Merchsource 401(k) Plan assets move in 2024? ▼

Merchsource 401(k) Plan grew sharply - up 18.9% during 2024, from $16M to $20M. Reported net income was $3M.

How have MERCHSOURCE plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), MERCHSOURCE's sponsor-wide assets grew 50.9%, from $13M to $20M.

Which 401(k) plans are similar in size to Merchsource 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Bioqual, Inc. 401(k) Plan in MD ($20M, 237 participants).

Which 401(k) plans cover a similar participant headcount to Merchsource 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Innovative Control Systems, Inc. 401(k) Plan in PA (159 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 383853398.