Profit Sharing · DOL Form 5500 · 2024

Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
3
Participants Small participant base
40th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan · Sponsored by Brent Stephen Merritt, a Professional Corporation · California · Professional & Technical Services

$5M in assets, 3 participants

Brent Stephen Merritt, a Professional Corporation's Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan reported $5M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,639 in Professional & Technical Services (20,173 peers)

Brent Stephen Merritt, a Professional Corporation multi-year trail

Brent Stephen Merritt, a Professional Corporation's plans moved +23.1% in assets from 2022 to 2024; this filing shows Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan at $5M / 3 participants.

#7,639
in Professional & Technical Services (20,173 peers)
+14.0%
assets growth YoY

Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan vs every filed plan by assets

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

$4,601,421 40th percentile higher than 40% 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

Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan reported net income rose from $296K in the plan year 2023 filing to $566K in the plan year 2024 filing.
  • Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 954001728 · Brent Stephen Merritt, a Professional Corporation PY 2024 · Profit Sharing

Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan · $5M · 3 · 40th

  • EIN $5M
  • RANK 3
  • PHOTO 40th
  • IND Profit Sharing
  • EOY near Richard a Miller P-S Plan
  • 5500 ind #7639

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 California →

Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan in the asset neighbourhood

Marvin M Siegel Cpa PC Profit Sharing Plan and TruMarvin M Siegel Cpa PC Profi…$5MBrent Stephen Merritt, a Professional Corporation Profit Sharing PlanBrent Stephen Merritt, a Pro…$5MRichard a Miller P-S Plan$5MSt. Anne Home Employees' Retirement PlanSt. Anne Home Employees' Ret…$5MGoodwill Retirement Plan$5M
End-of-year total assets ($M) among Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Brent Stephen Merritt, a Professional Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Brent Stephen Merritt, a Professional Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$5M 23.064959837048125% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.74M $4.6M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 3 $4M
2023 1 3 $4M
2024 1 3 $5M

Brent Stephen Merritt, a Professional Corporation filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$566K
Employer EIN954001728
Plan Effective Date2012-03-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan, Total assets ($B): 0.004601421 · Participants: 3Brent Stephen Merritt, a Professional Corporation Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan side-by-side with 3 peers →

Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Richard a Miller P-S Plan in MD ($5M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan assets move in 2024? ▼
Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan grew at a solid clip - up 14.0% during 2024, from $4M to $5M. Reported net income was $566K.
How have Brent Stephen Merritt, a Professional Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brent Stephen Merritt, a Professional Corporation's sponsor-wide assets grew 23.1%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Richard a Miller P-S Plan in MD ($5M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Brent Stephen Merritt, a Professional Corporation Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K 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 954001728.

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.