Merrick & Company
Plan context: Merrick & Company 401K & Employee Stock Ownership Plan
EIN 84-0499702 • 53 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
996
2024 Assets
$207,797,110
2024 Contributions
$28,401,129
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 996 | $207,797,110 | $28,401,129 | $28,515iApproximate average salary by contribution assumption: employee only about $712,880 at 4% or $475,253 at 6%; with 50% employer match about $475,253 at 4% or $316,835 at 6%; with 100% employer match about $356,440 at 4% or $237,627 at 6%. |
| Merrick & Company 401K & Employee Stock Ownership Plan | - | 996 | $207,797,110 | $28,401,129 | $28,515iApproximate average salary by contribution assumption: employee only about $712,880 at 4% or $475,253 at 6%; with 50% employer match about $475,253 at 4% or $316,835 at 6%; with 100% employer match about $356,440 at 4% or $237,627 at 6%. |
| Merrick & Company Group Health Plans | - | 973 | - | - | - |
| 2023 | 2 | 962 | $182,545,656 | $21,317,950 | $22,160iApproximate average salary by contribution assumption: employee only about $554,001 at 4% or $369,334 at 6%; with 50% employer match about $369,334 at 4% or $246,223 at 6%; with 100% employer match about $277,000 at 4% or $184,667 at 6%. |
| Merrick & Company 401K & Employee Stock Ownership Plan | - | 962 | $182,545,656 | $21,317,950 | $22,160iApproximate average salary by contribution assumption: employee only about $554,001 at 4% or $369,334 at 6%; with 50% employer match about $369,334 at 4% or $246,223 at 6%; with 100% employer match about $277,000 at 4% or $184,667 at 6%. |
| Merrick & Company Group Health Plans | - | 916 | - | - | - |
| 2022 | 2 | 879 | $141,293,954 | $17,355,283 | $19,744iApproximate average salary by contribution assumption: employee only about $493,609 at 4% or $329,072 at 6%; with 50% employer match about $329,072 at 4% or $219,382 at 6%; with 100% employer match about $246,804 at 4% or $164,536 at 6%. |
| Merrick & Company 401K & Employee Stock Ownership Plan | - | 879 | $141,293,954 | $17,355,283 | $19,744iApproximate average salary by contribution assumption: employee only about $493,609 at 4% or $329,072 at 6%; with 50% employer match about $329,072 at 4% or $219,382 at 6%; with 100% employer match about $246,804 at 4% or $164,536 at 6%. |
| Merrick & Company Group Health Plans | - | 822 | - | - | - |
| 2021 | 2 | 734 | $135,080,187 | $10,956,509 | $14,927iApproximate average salary by contribution assumption: employee only about $373,178 at 4% or $248,785 at 6%; with 50% employer match about $248,785 at 4% or $165,857 at 6%; with 100% employer match about $186,589 at 4% or $124,393 at 6%. |
| Merrick & Company 401K & Employee Stock Ownership Plan | - | 710 | $135,080,187 | $10,956,509 | $15,432iApproximate average salary by contribution assumption: employee only about $385,793 at 4% or $257,195 at 6%; with 50% employer match about $257,195 at 4% or $171,463 at 6%; with 100% employer match about $192,896 at 4% or $128,598 at 6%. |
| Merrick & Company Group Health Plans | - | 734 | - | - | - |
| 2020 | 2 | 685 | $127,969,863 | $10,155,401 | $14,825iApproximate average salary by contribution assumption: employee only about $370,635 at 4% or $247,090 at 6%; with 50% employer match about $247,090 at 4% or $164,727 at 6%; with 100% employer match about $185,318 at 4% or $123,545 at 6%. |
| Merrick & Company 401K & Employee Stock Ownership Plan | - | 685 | $127,969,863 | $10,155,401 | $14,825iApproximate average salary by contribution assumption: employee only about $370,635 at 4% or $247,090 at 6%; with 50% employer match about $247,090 at 4% or $164,727 at 6%; with 100% employer match about $185,318 at 4% or $123,545 at 6%. |
| Merrick & Company Group Health Plans | - | 667 | - | - | - |
| 2019 | 2 | 635 | $90,980,999 | $8,600,870 | $13,545iApproximate average salary by contribution assumption: employee only about $338,617 at 4% or $225,745 at 6%; with 50% employer match about $225,745 at 4% or $150,496 at 6%; with 100% employer match about $169,308 at 4% or $112,872 at 6%. |
| Merrick & Company 401K & Employee Stock Ownership Plan | - | 635 | $90,980,999 | $8,600,870 | $13,545iApproximate average salary by contribution assumption: employee only about $338,617 at 4% or $225,745 at 6%; with 50% employer match about $225,745 at 4% or $150,496 at 6%; with 100% employer match about $169,308 at 4% or $112,872 at 6%. |
| Merrick & Company Group Health Plans | - | 616 | - | - | - |
| 2018 | 2 | 492 | $86,165,116 | $6,052,185 | $12,301iApproximate average salary by contribution assumption: employee only about $307,530 at 4% or $205,020 at 6%; with 50% employer match about $205,020 at 4% or $136,680 at 6%; with 100% employer match about $153,765 at 4% or $102,510 at 6%. |
| Merrick & Company 401K & Employee Stock Ownership Plan | - | 492 | $86,165,116 | $6,052,185 | $12,301iApproximate average salary by contribution assumption: employee only about $307,530 at 4% or $205,020 at 6%; with 50% employer match about $205,020 at 4% or $136,680 at 6%; with 100% employer match about $153,765 at 4% or $102,510 at 6%. |
| Merrick & Company Group Health Plans | - | 485 | - | - | - |
| 2017 | 2 | 470 | $79,941,352 | $5,763,749 | $12,263iApproximate average salary by contribution assumption: employee only about $306,582 at 4% or $204,388 at 6%; with 50% employer match about $204,388 at 4% or $136,259 at 6%; with 100% employer match about $153,291 at 4% or $102,194 at 6%. |
| Merrick & Company 401K & Employee Stock Ownership Plan | - | 467 | $79,941,352 | $5,763,749 | $12,342iApproximate average salary by contribution assumption: employee only about $308,552 at 4% or $205,701 at 6%; with 50% employer match about $205,701 at 4% or $137,134 at 6%; with 100% employer match about $154,276 at 4% or $102,851 at 6%. |
| Merrick & Company Group Health Plans | - | 470 | - | - | - |
| 2016 | 2 | 506 | $72,972,767 | $6,726,765 | $13,294iApproximate average salary by contribution assumption: employee only about $332,350 at 4% or $221,567 at 6%; with 50% employer match about $221,567 at 4% or $147,711 at 6%; with 100% employer match about $166,175 at 4% or $110,783 at 6%. |
| Merrick & Company 401K & Employee Stock Ownership Plan | - | 506 | $72,972,767 | $6,726,765 | $13,294iApproximate average salary by contribution assumption: employee only about $332,350 at 4% or $221,567 at 6%; with 50% employer match about $221,567 at 4% or $147,711 at 6%; with 100% employer match about $166,175 at 4% or $110,783 at 6%. |
| Merrick & Company Group Health Plans | - | 498 | - | - | - |
| 2015 | 2 | 497 | $62,862,600 | $4,871,923 | $9,803iApproximate average salary by contribution assumption: employee only about $245,067 at 4% or $163,378 at 6%; with 50% employer match about $163,378 at 4% or $108,918 at 6%; with 100% employer match about $122,533 at 4% or $81,689 at 6%. |
| Merrick & Company 401K & Employee Stock Ownership Plan | - | 497 | $62,862,600 | $4,871,923 | $9,803iApproximate average salary by contribution assumption: employee only about $245,067 at 4% or $163,378 at 6%; with 50% employer match about $163,378 at 4% or $108,918 at 6%; with 100% employer match about $122,533 at 4% or $81,689 at 6%. |
| Merrick & Company Group Health Plans | - | 442 | - | - | - |
| 2014 | 2 | 476 | $61,869,737 | $4,692,719 | $9,859iApproximate average salary by contribution assumption: employee only about $246,466 at 4% or $164,311 at 6%; with 50% employer match about $164,311 at 4% or $109,541 at 6%; with 100% employer match about $123,233 at 4% or $82,155 at 6%. |
| Merrick & Company 401K & Employee Stock Ownership Plan | - | 476 | $61,869,737 | $4,692,719 | $9,859iApproximate average salary by contribution assumption: employee only about $246,466 at 4% or $164,311 at 6%; with 50% employer match about $164,311 at 4% or $109,541 at 6%; with 100% employer match about $123,233 at 4% or $82,155 at 6%. |
| Merrick & Company Group Health Plans | - | 425 | - | - | - |
| 2013 | 2 | 445 | $61,534,955 | $5,976,509 | $13,430iApproximate average salary by contribution assumption: employee only about $335,759 at 4% or $223,839 at 6%; with 50% employer match about $223,839 at 4% or $149,226 at 6%; with 100% employer match about $167,879 at 4% or $111,920 at 6%. |
| Merrick & Company 401K & Employee Stock Ownership Plan | - | 445 | $61,534,955 | $5,976,509 | $13,430iApproximate average salary by contribution assumption: employee only about $335,759 at 4% or $223,839 at 6%; with 50% employer match about $223,839 at 4% or $149,226 at 6%; with 100% employer match about $167,879 at 4% or $111,920 at 6%. |
| Merrick & Company Group Health Plans | - | 442 | - | - | - |
| 2012 | 2 | 459 | $59,353,737 | $5,797,176 | $12,630iApproximate average salary by contribution assumption: employee only about $315,750 at 4% or $210,500 at 6%; with 50% employer match about $210,500 at 4% or $140,333 at 6%; with 100% employer match about $157,875 at 4% or $105,250 at 6%. |
| Merrick & Company 401K & Employee Stock Ownership Plan | - | 454 | $59,353,737 | $5,797,176 | $12,769iApproximate average salary by contribution assumption: employee only about $319,228 at 4% or $212,819 at 6%; with 50% employer match about $212,819 at 4% or $141,879 at 6%; with 100% employer match about $159,614 at 4% or $106,409 at 6%. |
| Merrick & Company Group Health Plans | - | 459 | - | - | - |
| 2011 | 2 | 468 | $55,611,432 | $6,104,012 | $13,043iApproximate average salary by contribution assumption: employee only about $326,069 at 4% or $217,379 at 6%; with 50% employer match about $217,379 at 4% or $144,920 at 6%; with 100% employer match about $163,035 at 4% or $108,690 at 6%. |
| Merrick & Company 401K & Employee Stock Ownership Plan | - | 468 | $55,611,432 | $6,104,012 | $13,043iApproximate average salary by contribution assumption: employee only about $326,069 at 4% or $217,379 at 6%; with 50% employer match about $217,379 at 4% or $144,920 at 6%; with 100% employer match about $163,035 at 4% or $108,690 at 6%. |
| Merrick & Company Group Health Plans | - | 464 | - | - | - |
| 2010 | 2 | 480 | $48,151,854 | $5,226,963 | $10,890iApproximate average salary by contribution assumption: employee only about $272,238 at 4% or $181,492 at 6%; with 50% employer match about $181,492 at 4% or $120,995 at 6%; with 100% employer match about $136,119 at 4% or $90,746 at 6%. |
| Merrick & Company 401K & Employee Stock Ownership Plan | - | 480 | $48,151,854 | $5,226,963 | $10,890iApproximate average salary by contribution assumption: employee only about $272,238 at 4% or $181,492 at 6%; with 50% employer match about $181,492 at 4% or $120,995 at 6%; with 100% employer match about $136,119 at 4% or $90,746 at 6%. |
| Merrick & Company Group Health Plans | - | 448 | - | - | - |
| 2009 | 2 | 470 | $40,311,466 | $5,096,994 | $10,845iApproximate average salary by contribution assumption: employee only about $271,117 at 4% or $180,744 at 6%; with 50% employer match about $180,744 at 4% or $120,496 at 6%; with 100% employer match about $135,558 at 4% or $90,372 at 6%. |
| Merrick & Company 401K & Employee Stock Ownership Plan | - | 470 | $40,311,466 | $5,096,994 | $10,845iApproximate average salary by contribution assumption: employee only about $271,117 at 4% or $180,744 at 6%; with 50% employer match about $180,744 at 4% or $120,496 at 6%; with 100% employer match about $135,558 at 4% or $90,372 at 6%. |
| Merrick & Company Group Health Plans | - | 461 | - | - | - |
| 2008 | 2 | 430 | $29,108,022 | $4,425,811 | $10,293iApproximate average salary by contribution assumption: employee only about $257,315 at 4% or $171,543 at 6%; with 50% employer match about $171,543 at 4% or $114,362 at 6%; with 100% employer match about $128,657 at 4% or $85,772 at 6%. |
| Merrick & Company 401K & Employee Stock Ownership Plan | - | 430 | $29,108,022 | $4,425,811 | $10,293iApproximate average salary by contribution assumption: employee only about $257,315 at 4% or $171,543 at 6%; with 50% employer match about $171,543 at 4% or $114,362 at 6%; with 100% employer match about $128,657 at 4% or $85,772 at 6%. |
| Merrick & Company Group Health Plans | - | 395 | - | - | - |
| 2007 | 2 | 361 | $32,438,241 | $3,576,575 | $9,907iApproximate average salary by contribution assumption: employee only about $247,685 at 4% or $165,123 at 6%; with 50% employer match about $165,123 at 4% or $110,082 at 6%; with 100% employer match about $123,843 at 4% or $82,562 at 6%. |
| Merrick & Company 401K & Employee Stock Ownership Plan | - | 361 | $32,438,241 | $3,576,575 | $9,907iApproximate average salary by contribution assumption: employee only about $247,685 at 4% or $165,123 at 6%; with 50% employer match about $165,123 at 4% or $110,082 at 6%; with 100% employer match about $123,843 at 4% or $82,562 at 6%. |
| Merrick & Company Group Health Plans | - | 345 | - | - | - |
| 2006 | 2 | 320 | $31,466,222 | $3,040,266 | $9,501iApproximate average salary by contribution assumption: employee only about $237,521 at 4% or $158,347 at 6%; with 50% employer match about $158,347 at 4% or $105,565 at 6%; with 100% employer match about $118,760 at 4% or $79,174 at 6%. |
| Merrick & Company 401K & Employee Stock Ownership Plan | - | 311 | $31,466,222 | $3,040,266 | $9,776iApproximate average salary by contribution assumption: employee only about $244,394 at 4% or $162,930 at 6%; with 50% employer match about $162,930 at 4% or $108,620 at 6%; with 100% employer match about $122,197 at 4% or $81,465 at 6%. |
| Merrick & Company Group Health Plans | - | 320 | - | - | - |
| 2005 | 2 | 316 | $27,248,559 | $2,737,290 | $8,662iApproximate average salary by contribution assumption: employee only about $216,558 at 4% or $144,372 at 6%; with 50% employer match about $144,372 at 4% or $96,248 at 6%; with 100% employer match about $108,279 at 4% or $72,186 at 6%. |
| Merrick & Company 401K & Employee Stock Ownership Plan | - | 303 | $27,248,559 | $2,737,290 | $9,034iApproximate average salary by contribution assumption: employee only about $225,849 at 4% or $150,566 at 6%; with 50% employer match about $150,566 at 4% or $100,377 at 6%; with 100% employer match about $112,925 at 4% or $75,283 at 6%. |
| Merrick & Company Group Health Plans | - | 316 | - | - | - |
| 2004 | 2 | 356 | $23,760,857 | $2,339,801 | $6,572iApproximate average salary by contribution assumption: employee only about $164,312 at 4% or $109,541 at 6%; with 50% employer match about $109,541 at 4% or $73,027 at 6%; with 100% employer match about $82,156 at 4% or $54,771 at 6%. |
| Merrick & Company 401K & Employee Stock Ownership Plan | - | 356 | $23,760,857 | $2,339,801 | $6,572iApproximate average salary by contribution assumption: employee only about $164,312 at 4% or $109,541 at 6%; with 50% employer match about $109,541 at 4% or $73,027 at 6%; with 100% employer match about $82,156 at 4% or $54,771 at 6%. |
| Merrick & Company Group Health Plans | - | 323 | - | - | - |
| 2003 | 2 | 379 | $21,385,820 | $2,877,032 | $7,591iApproximate average salary by contribution assumption: employee only about $189,778 at 4% or $126,519 at 6%; with 50% employer match about $126,519 at 4% or $84,346 at 6%; with 100% employer match about $94,889 at 4% or $63,259 at 6%. |
| Merrick & Company 401K & Employee Stock Ownership Plan | - | 379 | $21,385,820 | $2,877,032 | $7,591iApproximate average salary by contribution assumption: employee only about $189,778 at 4% or $126,519 at 6%; with 50% employer match about $126,519 at 4% or $84,346 at 6%; with 100% employer match about $94,889 at 4% or $63,259 at 6%. |
| Merrick & Company Group Health Plans | - | 370 | - | - | - |
| 2002 | 2 | 498 | $0 | $0 | - |
| Merrick & Company Group Health Plans | - | 360 | - | - | - |
| Merrick & Company 401K & Employee Stock Ownership Plan | - | 498 | - | - | - |
| 2001 | 2 | 471 | $18,442,281 | $2,608,416 | $5,538iApproximate average salary by contribution assumption: employee only about $138,451 at 4% or $92,301 at 6%; with 50% employer match about $92,301 at 4% or $61,534 at 6%; with 100% employer match about $69,225 at 4% or $46,150 at 6%. |
| Merrick & Company 401K & Employee Stock Ownership Plan | - | 471 | $18,442,281 | $2,608,416 | $5,538iApproximate average salary by contribution assumption: employee only about $138,451 at 4% or $92,301 at 6%; with 50% employer match about $92,301 at 4% or $61,534 at 6%; with 100% employer match about $69,225 at 4% or $46,150 at 6%. |
| Merrick & Company Group Health Plans | - | 415 | - | - | - |
| 2000 | 2 | 477 | $0 | $0 | - |
| Merrick & Company 401K & Employee Stock Ownership Plan | - | 477 | - | - | - |
| Merrick & Company Group Health Plans | - | 437 | - | - | - |
| 1999 | 3 | 334 | $15,986,068 | $2,158,544 | $6,463iApproximate average salary by contribution assumption: employee only about $161,568 at 4% or $107,712 at 6%; with 50% employer match about $107,712 at 4% or $71,808 at 6%; with 100% employer match about $80,784 at 4% or $53,856 at 6%. |
| Merrick & Company 401K & Employee Stock Ownership Plan | - | 308 | $15,986,068 | $2,158,544 | $7,008iApproximate average salary by contribution assumption: employee only about $175,206 at 4% or $116,804 at 6%; with 50% employer match about $116,804 at 4% or $77,870 at 6%; with 100% employer match about $87,603 at 4% or $58,402 at 6%. |
| Merrick & Company Long-Term Disability | - | 189 | - | - | - |
| Merrick & Company Group Health Plans | - | 334 | - | - | - |