401(k) · DOL Form 5500 · 2024
Merchant & Gould P.C. 401(k) Plan
Data updated 2026-08-25
- $142M
- Total assets Near avg plan size
- 213
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $666,290
- Avg per participant High balance/head
Official DOL plan name: Merchant & Gould P.C. 401(k) Retirement Savings and Profit Sharing Plan · Sponsored by Merchant & Gould P.C. · Minnesota · Professional & Technical Services
$142M in assets, 213 participants
Merchant & Gould P.C.'s Merchant & Gould P.C. 401(k) Retirement Savings and Profit Sharing Plan reported $142M in total assets and 213 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #18,923 in Professional & Technical Services (20,173 peers)
Coverage in Minnesota
Merchant & Gould P.C. 401(k) Retirement Savings and Profit Sharing Plan covers 213 participants in Minnesota, about 19% of the average Minnesota filer (state average ~1,126 per filing). Assets: $142M.
- #18,923
- in Professional & Technical Services (20,173 peers)
- +8.6%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Merchant & Gould P.C. 401(k) Retirement Savings and Profit Sharing Plan's outsized position by total assets
Merchant & Gould P.C. 401(k) Retirement Savings and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$141,919,723 Top 7% higher than 93% 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
Merchant & Gould P.C. 401(k) Retirement Savings and Profit Sharing 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. Merchant & Gould P.C. 401(k) Retirement Savings and Profit Sharing Plan sits mid-pack in the medium band (213 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Merchant & Gould P.C. 401(k) Retirement Savings and Profit Sharing Plan reported net income fell from $19M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Merchant & Gould P.C. 401(k) Retirement Savings and Profit Sharing Plan end-of-year assets rose from $131M in the plan year 2023 filing to $142M in the plan year 2024 filing.
- Merchant & Gould P.C. 401(k) Retirement Savings and Profit Sharing Plan reported participants rose from 207 in the plan year 2023 filing to 213 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 410991388 · Merchant & Gould P.C. PY 2024 · 401(k)
Merchant & Gould P.C. 401(k) Retirement Savings and Profit Sharing Plan · $142M · 213 · 93rd
- ASSETS $142M
- PCT 213
- EIN 93rd
- RANK 401(k)
- PHOTO near Walsworth Publishing Company 401(k) Savings Plan
- IND ind #18923
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 Professional & Technical Services retirement plans → · Plans in Minnesota →
Merchant & Gould P.C. 401(k) Retirement Savings and Profit Sharing Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $131M |
|---|---|
| Net Assets (End of Year) | $142M |
| Net Income | $11M |
| Employer EIN | 410991388 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Merchant & Gould P.C.)
Sponsor-wide plan assets over time
All Merchant & Gould P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $142M 13.19287180211797% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 230 | $163M |
| 2023 | 2 | 231 | $136M |
| 2024 | 1 | 213 | $142M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Merchant & Gould P.C. 401(k) Retirement Savings and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Walsworth Publishing Company 401(k) Savings Plan in MO ($142M); by covered participants it is Thirdera, LLC in CO (213 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($142M here).
- Walsworth Publishing Company 401(k) Savings Plan (MO) $142M · 1,197
- Specialty Granules Holdings LLC 401(k) Plan (NJ) $142M · 653
- Edco Deferred Compensation Plan (CA) $142M · 1,435
- Barge Design Solutions, Inc. Employees' Profit Sharing Plan (TN) $142M · 594
Similar participant headcount
Nearest other-state filings by covered participants (213 participants); asset peers above are excluded.
- Thirdera, LLC (CO) 213 · 0 off
- Charles Daher's Commonwealth Motors 401(k) Retirement Plan (MA) 213 · 0 off
- Blue Racer Midstream 401(k) Plan (OK) 213 · 0 off
- Ok4 Master Holdco, LLC 401(k) Plan (TX) 213 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.