401(k) · DOL Form 5500 · 2024

Merrick & Company 401(k) Plan

Data updated 2026-08-25

$208M
Total assets Near avg plan size
962
Participants Near avg headcount
94th
Percentile by assets National rank
$216,005
Avg per participant Above avg balance/head
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Official DOL plan name: Merrick & Company 401(k) and ESOP · Sponsored by Merrick & Company · Colorado · Professional & Technical Services

$208M in assets, 962 participants

Merrick & Company's Merrick & Company 401(k) and ESOP reported $208M in total assets and 962 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #19,279 in Professional & Technical Services (20,173 peers)

Coverage in Colorado

Merrick & Company 401(k) and ESOP covers 962 participants in Colorado, 2.6x the typical Colorado plan (state average ~376 per filing). Assets: $208M.

#19,279
in Professional & Technical Services (20,173 peers)
+13.8%
assets growth YoY
2.1×
vs typical plan assets (national mean)

Merrick & Company 401(k) and ESOP's outsized position by total assets

Merrick & Company 401(k) and ESOP vs every filed plan by assets

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

$207,797,110 Top 6% higher than 94% 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

Merrick & Company 401(k) and ESOP 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. Merrick & Company 401(k) and ESOP sits mid-pack in the medium band (962 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Merrick & Company 401(k) and ESOP reported net income fell from $41M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Merrick & Company 401(k) and ESOP end-of-year assets rose from $183M in the plan year 2023 filing to $208M in the plan year 2024 filing.
  • Merrick & Company 401(k) and ESOP reported participants rose from 879 in the plan year 2023 filing to 962 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 840499702 · Merrick & Company PY 2024 · 401(k)

Merrick & Company 401(k) and ESOP · $208M · 962 · 94th

  • RANK $208M
  • RANK 962
  • RANK 94th
  • RANK 401(k)
  • RANK near Aegis 401(k) Retirement Plan
  • RANK ind #19279

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 Colorado →

Merrick & Company 401(k) and ESOP in the asset neighbourhood

Sonos, Inc. 401(k) Plan$208MTax-Favored Savings Program$208MMerrick & Company 401(k) and ESOPMerrick & Company 401(k) and…$208MAegis 401(k) Retirement Plan$208MThe Kadant Inc. 401(k) Retirement Savings PlanThe Kadant Inc. 401(k) Retir…$208M
End-of-year total assets ($M) among Merrick & Company 401(k) and ESOP and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)$183M
Net Assets (End of Year)$208M
Net Income$25M
Employer EIN840499702
Plan Effective Date1983-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Merrick & Company)

Sponsor-wide plan assets over time

All Merrick & Company plans reported in each filing year

Latest sponsor-wide plan assets
$208M 47.067234030410106% vs 2022
2024 filing year
$120M$140M$160M$180M$200M$220M 202220232024 $141M $208M ▲ +47.1%
Year Plans Participants Total Assets
2022 1 710 $141M
2023 1 879 $183M
2024 1 962 $208M

Nearby 401(k) Plans in Colorado

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

Merrick & Company 401(k) and ESOP vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 01234 Total assets ($B) Participants Merrick & Company 401(k) and ESOP, Total assets ($B): 0.20779711 · Participants: 962Merrick & Company 401(k) and ESOPDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Merrick & Company 401(k) and ESOP vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Merrick & Company 401(k) and ESOP side-by-side with 3 peers →

Merrick & Company 401(k) and ESOP's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Aegis 401(k) Retirement Plan in NJ ($208M); by covered participants it is Cumberland Family Medical Center Safe Harbor 401(k) Plan in KY (962 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($208M here).

Similar participant headcount

Nearest other-state filings by covered participants (962 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 Merrick & Company 401(k) and ESOP assets move in 2024? ▼
Merrick & Company 401(k) and ESOP grew at a solid clip - up 13.8% during 2024, from $183M to $208M. Reported net income was $25M.
How have Merrick & Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Merrick & Company's sponsor-wide assets grew 47.1%, from $141M to $208M.
Where does Merrick & Company 401(k) and ESOP rank by assets among Form 5500 filers? ▼
Merrick & Company 401(k) and ESOP ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Merrick & Company 401(k) and ESOP? ▼
Among 401(k) plans in other states, the closest by assets is Aegis 401(k) Retirement Plan in NJ ($208M, 293 participants).
Which 401(k) plans cover a similar participant headcount to Merrick & Company 401(k) and ESOP? ▼
Among 401(k) plans in other states, the closest by covered participants is Cumberland Family Medical Center Safe Harbor 401(k) Plan in KY (962 participants, $60M 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 840499702.

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.