401(k) · DOL Form 5500 · 2023

Adrian L. Merton, Incorporated 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
111
Participants Small participant base
71st
Percentile by assets National rank
$166,767
Avg per participant Above avg balance/head
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Official DOL plan name: Adrian L. Merton, Incorporated Profit Sharing Plan · Sponsored by Adrian L. Merton, Incorporated · Maryland · Construction

$19M in assets, 111 participants

Adrian L. Merton, Incorporated's Adrian L. Merton, Incorporated Profit Sharing Plan reported $19M in total assets and 111 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,314 in Construction (9,030 peers)

Coverage in Maryland

Adrian L. Merton, Incorporated Profit Sharing Plan covers 111 participants in Maryland, about 12% of the average Maryland filer (state average ~929 per filing). Assets: $19M.

#6,314
in Construction (9,030 peers)
+14.1%
assets growth YoY

Adrian L. Merton, Incorporated Profit Sharing Plan's outsized position by total assets

Adrian L. Merton, Incorporated Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$18,511,151 Top 29% higher than 71% of 127,068 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 2023

Adrian L. Merton, Incorporated Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Adrian L. Merton, Incorporated Profit Sharing Plan sits mid-pack in the medium band (111 participants).

Published 5500 schedule card

Filing strip 520849036 · Adrian L. Merton, Incorporated PY 2023 · 401(k)

Adrian L. Merton, Incorporated Profit Sharing Plan · $19M · 111 · 71st

  • EIN $19M
  • EIN 111
  • EIN 71st
  • EIN 401(k)
  • EIN near Vzl 401(k) Plan
  • EIN ind #6314

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 Construction retirement plans → · Plans in Maryland →

Adrian L. Merton, Incorporated Profit Sharing Plan in the asset neighbourhood

Adrian L. Merton, Incorporated Profit Sharing PlanAdrian L. Merton, Incorporat…$19MVzl 401(k) Plan$19MPrime Finance Advisor, L.P. 401(k) Profit Sharing Plan & TrustPrime Finance Advisor, L.P. …$19MThe Philadelphia Hand Center, P. C. 401(k) Profit Sharing PlanThe Philadelphia Hand Center…$19MAvionics Test and Analysis Corporation 401(k) PlanAvionics Test and Analysis C…$19M
End-of-year total assets ($M) among Adrian L. Merton, Incorporated Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN520849036
Plan Effective Date1987-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Adrian L. Merton, Incorporated)

Sponsor-wide plan assets over time

All Adrian L. Merton, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$19M 1188.8790095674692% vs 2022
2023 filing year
$0M$10M$20M$30M 20222023 $1.44M $18.5M ▲ +1185.4%
Year Plans Participants Total Assets
2022 1 76 $1M
2023 1 111 $19M

Nearby 401(k) Plans in Maryland

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

Adrian L. Merton, Incorporated Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Adrian L. Merton, Incorporated Profit Sharing Plan, Total assets ($B): 0.018511151 · Participants: 111Adrian L. Merton, Incorporated Profit Sharing PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Adrian L. Merton, Incorporated Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Adrian L. Merton, Incorporated Profit Sharing Plan side-by-side with 3 peers →

Adrian L. Merton, Incorporated Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Vzl 401(k) Plan in IL ($19M); by covered participants it is Reliable Appliance Installation Inc. 401(k) Plan in OH (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Adrian L. Merton, Incorporated Profit Sharing Plan assets move in 2023? ▼
Adrian L. Merton, Incorporated Profit Sharing Plan grew at a solid clip - up 14.1% during 2023, from $16M to $19M. Reported net income was $2M.
How have Adrian L. Merton, Incorporated plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Adrian L. Merton, Incorporated's sponsor-wide assets grew 1188.9%, from $1M to $19M.
Which 401(k) plans are similar in size to Adrian L. Merton, Incorporated Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vzl 401(k) Plan in IL ($19M, 2,794 participants).
Which 401(k) plans cover a similar participant headcount to Adrian L. Merton, Incorporated Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reliable Appliance Installation Inc. 401(k) Plan in OH (111 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 520849036.

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.