MERRILL LYNCH & CO., INC. MR. JOHN ROZOLIS, EMPLOYEE SERVICES
Plan context: Merrill Lynch & Co. Inc. 401K Savings & Investment Plan
EIN 13-2740599 • 134 filings • 35 plans
Current Snapshot
Latest Year
2012
2012 Participants
29,109
2012 Assets
$7,128,659,436
2012 Contributions
$537,114,055
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2012 | 4 | 29,109 | $7,128,659,436 | $537,114,055 | $18,452iApproximate average salary by contribution assumption: employee only about $461,296 at 4% or $307,530 at 6%; with 50% employer match about $307,530 at 4% or $205,020 at 6%; with 100% employer match about $230,648 at 4% or $153,765 at 6%. |
| Merrill Lynch & Co. Inc. 401K Savings & Investment Plan | - | 29,109 | $7,128,659,436 | $534,895,097 | $18,376iApproximate average salary by contribution assumption: employee only about $459,390 at 4% or $306,260 at 6%; with 50% employer match about $306,260 at 4% or $204,173 at 6%; with 100% employer match about $229,695 at 4% or $153,130 at 6%. |
| Merrill Lynch & Co. Inc. Employee Stock Ownership Plan | - | 0 | - | - | - |
| MERRILL LYNCH & CO., INC. CORPORATE IRA | - | 0 | - | - | - |
| Merrill Lynch & Co. Inc. Retirement Accumlation Plan | - | 0 | - | $2,218,958 | - |
| 2011 | 5 | 31,881 | $6,162,883,989 | $547,385,087 | $17,170iApproximate average salary by contribution assumption: employee only about $429,241 at 4% or $286,161 at 6%; with 50% employer match about $286,161 at 4% or $190,774 at 6%; with 100% employer match about $214,620 at 4% or $143,080 at 6%. |
| Merrill Lynch & Co. Inc. 401K Savings & Investment Plan | - | 31,881 | $4,128,825,833 | $378,684,184 | $11,878iApproximate average salary by contribution assumption: employee only about $296,951 at 4% or $197,968 at 6%; with 50% employer match about $197,968 at 4% or $131,978 at 6%; with 100% employer match about $148,476 at 4% or $98,984 at 6%. |
| Merrill Lynch & Co. Inc. Retirement Accumlation Plan | - | 31,776 | $1,964,804,411 | $168,700,903 | $5,309iApproximate average salary by contribution assumption: employee only about $132,727 at 4% or $88,484 at 6%; with 50% employer match about $88,484 at 4% or $58,990 at 6%; with 100% employer match about $66,363 at 4% or $44,242 at 6%. |
| Merrill Lynch & Co. Inc. Employee Stock Ownership Plan | - | 29,946 | $69,253,745 | - | - |
| Becker Employees Profit Sharing Plan | - | 0 | - | - | - |
| MERRILL LYNCH & CO. CORPORATE IRA | - | 0 | - | - | - |
| 2010 | 5 | 34,532 | $6,666,990,633 | $566,099,102 | $16,393iApproximate average salary by contribution assumption: employee only about $409,837 at 4% or $273,224 at 6%; with 50% employer match about $273,224 at 4% or $182,150 at 6%; with 100% employer match about $204,918 at 4% or $136,612 at 6%. |
| Merrill Lynch & Co. Inc. 401K Savings & Investment Plan | - | 34,532 | $4,427,311,720 | $402,893,608 | $11,667iApproximate average salary by contribution assumption: employee only about $291,681 at 4% or $194,454 at 6%; with 50% employer match about $194,454 at 4% or $129,636 at 6%; with 100% employer match about $145,841 at 4% or $97,227 at 6%. |
| Merrill Lynch & Co. Inc. Retirement Accumlation Plan | - | 34,481 | $2,060,750,393 | $163,205,494 | $4,733iApproximate average salary by contribution assumption: employee only about $118,330 at 4% or $78,887 at 6%; with 50% employer match about $78,887 at 4% or $52,591 at 6%; with 100% employer match about $59,165 at 4% or $39,443 at 6%. |
| Merrill Lynch & Co. Inc. Employee Stock Ownership Plan | - | 32,246 | $178,617,568 | - | - |
| Becker Employees Profit Sharing Plan | - | 3 | $310,952 | - | - |
| MERRILL LYNCH & CO. CORPORATE IRA | - | 0 | - | - | - |
| 2009 | 12 | 40,097 | $6,243,139,499 | $554,510,577 | $13,829iApproximate average salary by contribution assumption: employee only about $345,731 at 4% or $230,487 at 6%; with 50% employer match about $230,487 at 4% or $153,658 at 6%; with 100% employer match about $172,865 at 4% or $115,244 at 6%. |
| Merrill Lynch & Co. Inc. 401K Savings & Investment Plan | - | 40,097 | $4,088,824,038 | $395,230,845 | $9,857iApproximate average salary by contribution assumption: employee only about $246,422 at 4% or $164,281 at 6%; with 50% employer match about $164,281 at 4% or $109,521 at 6%; with 100% employer match about $123,211 at 4% or $82,141 at 6%. |
| Merrill Lynch & Co. Inc. Retirement Accumlation Plan | - | 37,057 | $1,931,000,402 | $159,279,732 | $4,298iApproximate average salary by contribution assumption: employee only about $107,456 at 4% or $71,637 at 6%; with 50% employer match about $71,637 at 4% or $47,758 at 6%; with 100% employer match about $53,728 at 4% or $35,819 at 6%. |
| Merrill Lynch & Co. Inc. Employee Stock Ownership Plan | - | 37,045 | $222,983,160 | - | - |
| Becker Employees Profit Sharing Plan | - | 3 | $331,899 | - | - |
| MERRILL LYNCH & CO. CORPORATE IRA | - | 0 | - | - | - |
| Medical Care Program for Employees of Merrill Lynch | - | 0 | - | - | - |
| Supplemental Long Term Disability Plan for Employees of Merrill Lynch | - | 0 | - | - | - |
| MERRILL LYNCH & CO., INC. BASIC AND CONTRIBUTORY LIFE INSURANCE PLAN | - | 0 | - | - | - |
| MERRILL LYNCH & CO., INC. BASIC LONG TERM DISABILITY PLAN | - | 0 | - | - | - |
| Merryl Lynch & Co Dental Care Program | - | 0 | - | - | - |
| MERRILL LYNCH & CO., INC. ACCIDENTAL DEATH AND DISMEMBERMENT PLAN | - | 0 | - | - | - |
| MERRILL LYNCH & CO., INC. SEVERANCE PAY PLAN | - | 0 | - | - | - |
| 2008 | 11 | 46,733 | $5,376,627,656 | $710,676,479 | $15,207iApproximate average salary by contribution assumption: employee only about $380,179 at 4% or $253,453 at 6%; with 50% employer match about $253,453 at 4% or $168,969 at 6%; with 100% employer match about $190,090 at 4% or $126,726 at 6%. |
| Merrill Lynch & Co. Inc. 401K Savings & Investment Plan | - | 46,397 | $3,446,534,853 | $523,859,619 | $11,291iApproximate average salary by contribution assumption: employee only about $282,270 at 4% or $188,180 at 6%; with 50% employer match about $188,180 at 4% or $125,453 at 6%; with 100% employer match about $141,135 at 4% or $94,090 at 6%. |
| Merrill Lynch & Co. Inc. Retirement Accumlation Plan | - | 41,955 | $1,713,261,157 | $186,692,234 | $4,450iApproximate average salary by contribution assumption: employee only about $111,246 at 4% or $74,164 at 6%; with 50% employer match about $74,164 at 4% or $49,442 at 6%; with 100% employer match about $55,623 at 4% or $37,082 at 6%. |
| Merrill Lynch & Co. Inc. Employee Stock Ownership Plan | - | 41,923 | $216,226,593 | $124,626 | $3iApproximate average salary by contribution assumption: employee only about $74 at 4% or $50 at 6%; with 50% employer match about $50 at 4% or $33 at 6%; with 100% employer match about $37 at 4% or $25 at 6%. |
| Becker Employees Profit Sharing Plan | - | 3 | $605,053 | - | - |
| MERRILL LYNCH & CO. CORPORATE IRA | - | 0 | - | - | - |
| MERRILL LYNCH & CO., INC. SEVERANCE PAY PLAN | - | 44,218 | - | - | - |
| Merryl Lynch & Co Dental Care Program | - | 41,827 | - | - | - |
| MERRILL LYNCH & CO., INC. ACCIDENT INSURANCE PROGRAM | - | 46,733 | - | - | - |
| Supplemental Long Term Disability Plan for Employees of Merrill Lynch | - | 10,121 | - | - | - |
| MERRILL LYNCH & CO., INC LIFE INSURANCE PROGRAM | - | 46,374 | - | - | - |
| Medical Care Program for Employees of Merrill Lynch | - | 41,828 | - | - | - |
| 2007 | 11 | 51,584 | $9,115,422,418 | $1,233,807,962 | $23,918iApproximate average salary by contribution assumption: employee only about $597,961 at 4% or $398,640 at 6%; with 50% employer match about $398,640 at 4% or $265,760 at 6%; with 100% employer match about $298,980 at 4% or $199,320 at 6%. |
| Merrill Lynch & Co. Inc. 401K Savings & Investment Plan | - | 51,584 | $5,394,578,707 | $564,785,750 | $10,949iApproximate average salary by contribution assumption: employee only about $273,721 at 4% or $182,481 at 6%; with 50% employer match about $182,481 at 4% or $121,654 at 6%; with 100% employer match about $136,861 at 4% or $91,240 at 6%. |
| Merrill Lynch & Co. Inc. Retirement Accumlation Plan | - | 44,246 | $2,613,629,830 | $243,256,470 | $5,498iApproximate average salary by contribution assumption: employee only about $137,445 at 4% or $91,630 at 6%; with 50% employer match about $91,630 at 4% or $61,087 at 6%; with 100% employer match about $68,723 at 4% or $45,815 at 6%. |
| Merrill Lynch & Co. Inc. Employee Stock Ownership Plan | - | 44,199 | $1,107,213,881 | $1,038,557 | $23iApproximate average salary by contribution assumption: employee only about $587 at 4% or $392 at 6%; with 50% employer match about $392 at 4% or $261 at 6%; with 100% employer match about $294 at 4% or $196 at 6%. |
| Merryl Lynch & Co Dental Care Program | - | 45,003 | - | $35,342,000 | $785iApproximate average salary by contribution assumption: employee only about $19,633 at 4% or $13,089 at 6%; with 50% employer match about $13,089 at 4% or $8,726 at 6%; with 100% employer match about $9,817 at 4% or $6,544 at 6%. |
| MERRILL LYNCH & CO., INC. SEVERANCE PAY PLAN | - | 48,733 | - | - | - |
| MERRILL LYNCH & CO., INC LIFE INSURANCE PROGRAM | - | 50,456 | - | - | - |
| MERRILL LYNCH & CO. INC. BASIC LONG-TERM DISABILITY | - | 48,815 | - | - | - |
| MERRILL LYNCH & CO., INC. ACCIDENT INSURANCE PROGRAM | - | 50,455 | - | - | - |
| Medical Care Program for Employees of Merrill Lynch | - | 45,106 | - | $389,385,185 | $8,633iApproximate average salary by contribution assumption: employee only about $215,817 at 4% or $143,878 at 6%; with 50% employer match about $143,878 at 4% or $95,919 at 6%; with 100% employer match about $107,908 at 4% or $71,939 at 6%. |
| MERRILL LYNCH & CO. CORPORATE IRA | - | 0 | - | - | - |
| Becker Employees Profit Sharing Plan | - | 5 | - | - | - |
| 2006 | 11 | 48,726 | $10,611,287,966 | $990,465,788 | $20,327iApproximate average salary by contribution assumption: employee only about $508,181 at 4% or $338,788 at 6%; with 50% employer match about $338,788 at 4% or $225,858 at 6%; with 100% employer match about $254,091 at 4% or $169,394 at 6%. |
| Merrill Lynch & Co. Inc. 401K Savings & Investment Plan | - | 46,228 | $5,575,948,537 | $461,297,184 | $9,979iApproximate average salary by contribution assumption: employee only about $249,468 at 4% or $166,312 at 6%; with 50% employer match about $166,312 at 4% or $110,875 at 6%; with 100% employer match about $124,734 at 4% or $83,156 at 6%. |
| Merrill Lynch & Co. Inc. Retirement Accumlation Plan | - | 40,229 | $2,934,209,229 | $150,360,157 | $3,738iApproximate average salary by contribution assumption: employee only about $93,440 at 4% or $62,293 at 6%; with 50% employer match about $62,293 at 4% or $41,529 at 6%; with 100% employer match about $46,720 at 4% or $31,147 at 6%. |
| Merrill Lynch & Co. Inc. Employee Stock Ownership Plan | - | 40,132 | $2,099,724,376 | $1,438,521 | $36iApproximate average salary by contribution assumption: employee only about $896 at 4% or $597 at 6%; with 50% employer match about $597 at 4% or $398 at 6%; with 100% employer match about $448 at 4% or $299 at 6%. |
| Becker Employees Profit Sharing Plan | - | 8 | $1,405,824 | - | - |
| MERRILL LYNCH & CO., INC. BASIC LONG TERM DISABILITY PLAN | - | 47,082 | - | - | - |
| MERRILL LYNCH CO., INC. ACCIDENT INSURANCE PROGRAM | - | 48,726 | - | - | - |
| Medical Care Program for Employees of Merrill Lynch | - | 43,521 | - | $346,095,986 | $7,952iApproximate average salary by contribution assumption: employee only about $198,810 at 4% or $132,540 at 6%; with 50% employer match about $132,540 at 4% or $88,360 at 6%; with 100% employer match about $99,405 at 4% or $66,270 at 6%. |
| Merryl Lynch & Co Dental Care Program | - | 43,286 | - | $31,273,940 | $722iApproximate average salary by contribution assumption: employee only about $18,062 at 4% or $12,042 at 6%; with 50% employer match about $12,042 at 4% or $8,028 at 6%; with 100% employer match about $9,031 at 4% or $6,021 at 6%. |
| MERRILL LYNCH & CO., INC. SEVERANCE PAY PLAN | - | 43,700 | - | - | - |
| MERRILL LYNCH & CO., INC. LIFE INSURANCE PROGRAM | - | 48,720 | - | - | - |
| MERRILL LYNCH & CO. CORPORATE IRA | - | 0 | - | - | - |
| 2005 | 12 | 45,752 | $8,758,767,987 | $942,268,329 | $20,595iApproximate average salary by contribution assumption: employee only about $514,878 at 4% or $343,252 at 6%; with 50% employer match about $343,252 at 4% or $228,835 at 6%; with 100% employer match about $257,439 at 4% or $171,626 at 6%. |
| Merrill Lynch & Co. Inc. 401K Savings & Investment Plan | - | 45,752 | $4,592,227,804 | $447,757,478 | $9,787iApproximate average salary by contribution assumption: employee only about $244,666 at 4% or $163,110 at 6%; with 50% employer match about $163,110 at 4% or $108,740 at 6%; with 100% employer match about $122,333 at 4% or $81,555 at 6%. |
| Merrill Lynch & Co. Inc. Retirement Accumlation Plan | - | 39,972 | $2,401,167,829 | $136,149,276 | $3,406iApproximate average salary by contribution assumption: employee only about $85,153 at 4% or $56,769 at 6%; with 50% employer match about $56,769 at 4% or $37,846 at 6%; with 100% employer match about $42,576 at 4% or $28,384 at 6%. |
| Merrill Lynch & Co. Inc. Employee Stock Ownership Plan | - | 39,919 | $1,763,560,148 | $779,699 | $20iApproximate average salary by contribution assumption: employee only about $488 at 4% or $326 at 6%; with 50% employer match about $326 at 4% or $217 at 6%; with 100% employer match about $244 at 4% or $163 at 6%. |
| Becker Employees Profit Sharing Plan | - | 9 | $1,812,206 | - | - |
| MERRILL LYNCH & CO., INC. LIFE INSURANCE PROGRAM | - | 43,586 | - | - | - |
| MERRILL LYNCH & CO., INC. BASIC LONG TERM DISABILITY PLAN | - | 42,572 | - | $5,892,429 | $138iApproximate average salary by contribution assumption: employee only about $3,460 at 4% or $2,307 at 6%; with 50% employer match about $2,307 at 4% or $1,538 at 6%; with 100% employer match about $1,730 at 4% or $1,153 at 6%. |
| MERRILL LYNCH & CO., INC. ACCIDENT INSURANCE PROGRAM | - | 43,587 | - | - | - |
| Supplemental Long Term Disability Plan for Employees of Merrill Lynch | - | 9,592 | - | - | - |
| Merryl Lynch & Co Dental Care Program | - | 38,717 | - | $29,555,287 | $763iApproximate average salary by contribution assumption: employee only about $19,084 at 4% or $12,723 at 6%; with 50% employer match about $12,723 at 4% or $8,482 at 6%; with 100% employer match about $9,542 at 4% or $6,361 at 6%. |
| MERRILL LYNCH & CO., INC. SEVERANCE PAY PLAN | - | 43,200 | - | - | - |
| MERRILL LYNCH & CO. CORPORATE IRA | - | 0 | - | - | - |
| Medical Care Program for Employees of Merrill Lynch | - | 38,816 | - | $322,134,160 | $8,299iApproximate average salary by contribution assumption: employee only about $207,475 at 4% or $138,317 at 6%; with 50% employer match about $138,317 at 4% or $92,211 at 6%; with 100% employer match about $103,738 at 4% or $69,158 at 6%. |
| 2004 | 12 | 43,451 | $7,897,883,140 | $830,951,196 | $19,124iApproximate average salary by contribution assumption: employee only about $478,097 at 4% or $318,731 at 6%; with 50% employer match about $318,731 at 4% or $212,487 at 6%; with 100% employer match about $239,048 at 4% or $159,366 at 6%. |
| Merrill Lynch & Co. Inc. 401K Savings & Investment Plan | - | 42,360 | $4,019,386,132 | $355,802,367 | $8,399iApproximate average salary by contribution assumption: employee only about $209,987 at 4% or $139,991 at 6%; with 50% employer match about $139,991 at 4% or $93,328 at 6%; with 100% employer match about $104,994 at 4% or $69,996 at 6%. |
| Merrill Lynch & Co. Inc. Retirement Accumlation Plan | - | 37,209 | $2,159,553,057 | $129,413,839 | $3,478iApproximate average salary by contribution assumption: employee only about $86,951 at 4% or $57,967 at 6%; with 50% employer match about $57,967 at 4% or $38,645 at 6%; with 100% employer match about $43,475 at 4% or $28,984 at 6%. |
| Merrill Lynch & Co. Inc. Employee Stock Ownership Plan | - | 37,135 | $1,717,227,072 | $1,266,152 | $34iApproximate average salary by contribution assumption: employee only about $852 at 4% or $568 at 6%; with 50% employer match about $568 at 4% or $379 at 6%; with 100% employer match about $426 at 4% or $284 at 6%. |
| Becker Employees Profit Sharing Plan | - | 10 | $1,716,879 | - | - |
| MERRILL LYNCH & CO. CORPORATE IRA | - | 0 | - | - | - |
| MERRILL LYNCH & CO., INC. SEVERANCE PAY PLAN | - | 40,200 | - | - | - |
| Merryl Lynch & Co Dental Care Program | - | 38,143 | - | $28,328,788 | $743iApproximate average salary by contribution assumption: employee only about $18,567 at 4% or $12,378 at 6%; with 50% employer match about $12,378 at 4% or $8,252 at 6%; with 100% employer match about $9,284 at 4% or $6,189 at 6%. |
| Medical Care Program for Employees of Merrill Lynch | - | 38,314 | - | $310,341,907 | $8,100iApproximate average salary by contribution assumption: employee only about $202,499 at 4% or $134,999 at 6%; with 50% employer match about $134,999 at 4% or $90,000 at 6%; with 100% employer match about $101,250 at 4% or $67,500 at 6%. |
| Supplemental Long Term Disability Plan for Employees of Merrill Lynch | - | 9,252 | - | - | - |
| MERRILL LYNCH & CO., INC. ACCIDENT INSURANCE PROGRAM | - | 43,451 | - | - | - |
| MERRILL LYNCH & CO., INC. BASIC LONG TERM DISABILITY PLAN | - | 41,786 | - | $5,798,143 | $139iApproximate average salary by contribution assumption: employee only about $3,469 at 4% or $2,313 at 6%; with 50% employer match about $2,313 at 4% or $1,542 at 6%; with 100% employer match about $1,734 at 4% or $1,156 at 6%. |
| MERRILL LYNCH & CO., INC. LIFE INSURANCE PROGRAM | - | 43,283 | - | - | - |
| 2003 | 12 | 41,649 | $7,658,198,583 | $772,859,575 | $18,556iApproximate average salary by contribution assumption: employee only about $463,912 at 4% or $309,275 at 6%; with 50% employer match about $309,275 at 4% or $206,183 at 6%; with 100% employer match about $231,956 at 4% or $154,637 at 6%. |
| Merrill Lynch & Co. Inc. 401K Savings & Investment Plan | - | 40,822 | $3,688,545,253 | $312,301,320 | $7,650iApproximate average salary by contribution assumption: employee only about $191,258 at 4% or $127,505 at 6%; with 50% employer match about $127,505 at 4% or $85,004 at 6%; with 100% employer match about $95,629 at 4% or $63,753 at 6%. |
| Merrill Lynch & Co. Inc. Retirement Accumlation Plan | - | 37,021 | $2,037,919,056 | $137,088,276 | $3,703iApproximate average salary by contribution assumption: employee only about $92,575 at 4% or $61,716 at 6%; with 50% employer match about $61,716 at 4% or $41,144 at 6%; with 100% employer match about $46,287 at 4% or $30,858 at 6%. |
| Merrill Lynch & Co. Inc. Employee Stock Ownership Plan | - | 36,941 | $1,927,370,627 | $231,800 | $6iApproximate average salary by contribution assumption: employee only about $157 at 4% or $105 at 6%; with 50% employer match about $105 at 4% or $70 at 6%; with 100% employer match about $78 at 4% or $52 at 6%. |
| Becker Employees Profit Sharing Plan | - | 15 | $4,363,647 | - | - |
| MERRILL LYNCH & CO., INC. SEVERANCE PAY PLAN | - | 38,122 | - | - | - |
| Supplemental Long Term Disability Plan for Employees of Merrill Lynch | - | 8,772 | - | - | - |
| MERRILL LYNCH & CO., INC. ACCIDENT INSURANCE PROGRAM | - | 41,237 | - | - | - |
| MERRILL LYNCH & CO., INC. BASIC LONG TERM DISABILITY PLAN | - | 39,970 | - | $5,587,606 | $140iApproximate average salary by contribution assumption: employee only about $3,495 at 4% or $2,330 at 6%; with 50% employer match about $2,330 at 4% or $1,553 at 6%; with 100% employer match about $1,747 at 4% or $1,165 at 6%. |
| MERRILL LYNCH & CO., INC. LIFE INSURANCE PROGRAM | - | 41,513 | - | - | - |
| Merryl Lynch & Co Dental Care Program | - | 36,602 | - | $27,491,323 | $751iApproximate average salary by contribution assumption: employee only about $18,777 at 4% or $12,518 at 6%; with 50% employer match about $12,518 at 4% or $8,345 at 6%; with 100% employer match about $9,389 at 4% or $6,259 at 6%. |
| Medical Care Program for Employees of Merrill Lynch | - | 41,649 | - | $290,159,250 | $6,967iApproximate average salary by contribution assumption: employee only about $174,169 at 4% or $116,113 at 6%; with 50% employer match about $116,113 at 4% or $77,409 at 6%; with 100% employer match about $87,085 at 4% or $58,056 at 6%. |
| MERRILL LYNCH & CO. CORPORATE IRA | - | 0 | - | - | - |
| 2002 | 11 | 44,289 | $4,375,065,776 | $817,122,782 | $18,450iApproximate average salary by contribution assumption: employee only about $461,245 at 4% or $307,497 at 6%; with 50% employer match about $307,497 at 4% or $204,998 at 6%; with 100% employer match about $230,622 at 4% or $153,748 at 6%. |
| Merrill Lynch & Co. Inc. 401K Savings & Investment Plan | - | 43,135 | $2,841,815,488 | $322,314,823 | $7,472iApproximate average salary by contribution assumption: employee only about $186,806 at 4% or $124,537 at 6%; with 50% employer match about $124,537 at 4% or $83,025 at 6%; with 100% employer match about $93,403 at 4% or $62,269 at 6%. |
| Merrill Lynch & Co. Inc. Retirement Accumlation Plan | - | 39,050 | $1,526,496,470 | $144,874,041 | $3,710iApproximate average salary by contribution assumption: employee only about $92,749 at 4% or $61,833 at 6%; with 50% employer match about $61,833 at 4% or $41,222 at 6%; with 100% employer match about $46,375 at 4% or $30,916 at 6%. |
| Becker Employees Profit Sharing Plan | - | 17 | $6,753,818 | - | - |
| Merrill Lynch & Co. Inc. Employee Stock Ownership Plan | - | 38,076 | - | - | - |
| Merryl Lynch & Co Dental Care Program | - | 37,829 | - | $26,742,580 | $707iApproximate average salary by contribution assumption: employee only about $17,673 at 4% or $11,782 at 6%; with 50% employer match about $11,782 at 4% or $7,855 at 6%; with 100% employer match about $8,837 at 4% or $5,891 at 6%. |
| MERRILL LYNCH & CO. CORPORATE IRA | - | 0 | - | - | - |
| MERRILL LYNCH & CO., INC. LIFE INSURANCE PROGRAM | - | 44,289 | - | $2,517,464 | $57iApproximate average salary by contribution assumption: employee only about $1,421 at 4% or $947 at 6%; with 50% employer match about $947 at 4% or $632 at 6%; with 100% employer match about $711 at 4% or $474 at 6%. |
| MERRILL LYNCH & CO., INC. BASIC LONG TERM DISABILITY PLAN | - | 42,281 | - | $5,677,630 | $134iApproximate average salary by contribution assumption: employee only about $3,357 at 4% or $2,238 at 6%; with 50% employer match about $2,238 at 4% or $1,492 at 6%; with 100% employer match about $1,679 at 4% or $1,119 at 6%. |
| MERRILL LYNCH & CO., INC. ACCIDENT INSURANCE PROGRAM | - | 44,268 | - | $1,093,734 | $25iApproximate average salary by contribution assumption: employee only about $618 at 4% or $412 at 6%; with 50% employer match about $412 at 4% or $275 at 6%; with 100% employer match about $309 at 4% or $206 at 6%. |
| Medical Care Program for Employees of Merrill Lynch | - | 38,783 | - | $303,606,983 | $7,828iApproximate average salary by contribution assumption: employee only about $195,709 at 4% or $130,473 at 6%; with 50% employer match about $130,473 at 4% or $86,982 at 6%; with 100% employer match about $97,854 at 4% or $65,236 at 6%. |
| Supplemental Long Term Disability Plan for Employees of Merrill Lynch | - | 8,840 | - | $10,295,527 | $1,165iApproximate average salary by contribution assumption: employee only about $29,116 at 4% or $19,411 at 6%; with 50% employer match about $19,411 at 4% or $12,941 at 6%; with 100% employer match about $14,558 at 4% or $9,705 at 6%. |
| 2001 | 9 | 49,389 | $7,055,262,056 | $833,353,116 | $16,873iApproximate average salary by contribution assumption: employee only about $421,831 at 4% or $281,221 at 6%; with 50% employer match about $281,221 at 4% or $187,481 at 6%; with 100% employer match about $210,916 at 4% or $140,610 at 6%. |
| Merrill Lynch & Co. Inc. 401K Savings & Investment Plan | - | 49,389 | $3,397,786,240 | $357,972,128 | $7,248iApproximate average salary by contribution assumption: employee only about $181,200 at 4% or $120,800 at 6%; with 50% employer match about $120,800 at 4% or $80,533 at 6%; with 100% employer match about $90,600 at 4% or $60,400 at 6%. |
| Merrill Lynch & Co. Inc. Retirement Accumlation Plan | - | 45,961 | $1,885,368,765 | $148,676,682 | $3,235iApproximate average salary by contribution assumption: employee only about $80,871 at 4% or $53,914 at 6%; with 50% employer match about $53,914 at 4% or $35,943 at 6%; with 100% employer match about $40,436 at 4% or $26,957 at 6%. |
| Merrill Lynch & Co. Inc. Employee Stock Ownership Plan | - | 42,450 | $1,763,077,004 | $7,610,348 | $179iApproximate average salary by contribution assumption: employee only about $4,482 at 4% or $2,988 at 6%; with 50% employer match about $2,988 at 4% or $1,992 at 6%; with 100% employer match about $2,241 at 4% or $1,494 at 6%. |
| Becker Employees Profit Sharing Plan | - | 43 | $9,030,047 | - | - |
| MERRILL LYNCH & CO. CORPORATE IRA | - | 0 | - | - | - |
| Supplemental Long Term Disability Plan for Employees of Merrill Lynch | - | 9,738 | - | $11,295,229 | $1,160iApproximate average salary by contribution assumption: employee only about $28,998 at 4% or $19,332 at 6%; with 50% employer match about $19,332 at 4% or $12,888 at 6%; with 100% employer match about $14,499 at 4% or $9,666 at 6%. |
| Medical Care Program for Employees of Merrill Lynch | - | 40,523 | - | $281,376,779 | $6,944iApproximate average salary by contribution assumption: employee only about $173,591 at 4% or $115,727 at 6%; with 50% employer match about $115,727 at 4% or $77,151 at 6%; with 100% employer match about $86,795 at 4% or $57,864 at 6%. |
| Merryl Lynch & Co Dental Care Program | - | 39,389 | - | $26,421,950 | $671iApproximate average salary by contribution assumption: employee only about $16,770 at 4% or $11,180 at 6%; with 50% employer match about $11,180 at 4% or $7,453 at 6%; with 100% employer match about $8,385 at 4% or $5,590 at 6%. |
| MERRILL LYNCH & CO., INC. ACCIDENT INSURANCE PROGRAM | - | 49,269 | - | - | - |
| 2000 | 10 | 54,890 | $8,629,367,510 | $450,656,928 | $8,210iApproximate average salary by contribution assumption: employee only about $205,255 at 4% or $136,836 at 6%; with 50% employer match about $136,836 at 4% or $91,224 at 6%; with 100% employer match about $102,627 at 4% or $68,418 at 6%. |
| MERRILL LYNCH & CO. CORPORATE IRA | - | 0 | - | - | - |
| MERRILL LYNCH & CO., INC. ACCIDENT INSURANCE PROGRAM | - | 54,024 | - | $1,385,828 | $26iApproximate average salary by contribution assumption: employee only about $641 at 4% or $428 at 6%; with 50% employer match about $428 at 4% or $285 at 6%; with 100% employer match about $321 at 4% or $214 at 6%. |
| Supplemental Long Term Disability Plan for Employees of Merrill Lynch | - | 9,843 | - | $8,867,021 | $901iApproximate average salary by contribution assumption: employee only about $22,521 at 4% or $15,014 at 6%; with 50% employer match about $15,014 at 4% or $10,009 at 6%; with 100% employer match about $11,261 at 4% or $7,507 at 6%. |
| Merryl Lynch & Co Dental Care Program | - | 36,206 | - | $830,119 | $23iApproximate average salary by contribution assumption: employee only about $573 at 4% or $382 at 6%; with 50% employer match about $382 at 4% or $255 at 6%; with 100% employer match about $287 at 4% or $191 at 6%. |
| Mcintosh & Company Inc. 401K Retirement Savings Plan | - | 0 | - | - | - |
| 1999 | 9 | 44,255 | $7,679,851,617 | $389,710,271 | $8,806iApproximate average salary by contribution assumption: employee only about $220,150 at 4% or $146,767 at 6%; with 50% employer match about $146,767 at 4% or $97,845 at 6%; with 100% employer match about $110,075 at 4% or $73,383 at 6%. |