Samuel Merritt University 401(k) Plan: Login, Facts & Contact Information

Samuel Merritt University 401(k) Plan Facts

Plan name
SAMUEL MERRITT UNIVERSITY 403(B) PLAN
Plan type
401(k) with employer contributions
Plan sponsor
SAMUEL MERRITT UNIVERSITY
Participants
848 (755 active employees)
Former employees with a balance
166
Plan assets
$101,200,941 at Dec 31, 2024
Average account balance
$109,406 across 925 accounts
Employer contributions
$2,609,375 in plan year 2024 (36% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2001
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window— Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 9, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $7.31 million went into the plan in contributions, $2.61 million of it from the employer (36%).
  • $10.00 million was paid out to participants.
  • Investment and other income added $13.8 million.
  • Administrative expenses were $175, about $0 per account.

How the Samuel Merritt University 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019784$67.2 million$2.22 million$3.11 million
2020928$77.6 million$2.37 million$6.54 million
20211,133$90.3 million$2.49 million$5.18 million
2022828$75.1 million$2.42 million$5.86 million
2023798$90.1 million$2.54 million$7.28 million
2024848$101.2 million$2.61 million$10.00 million

Samuel Merritt University 401(k) Contact Information

Phone
510-879-9260
Mailing address
450 30TH STREET SUITE 2800, OAKLAND CA 94609
Plan sponsor
SAMUEL MERRITT UNIVERSITY
Employer identification number (EIN)
94-2992642
Plan number
001

Questions about the Samuel Merritt University 401(k)

Does Samuel Merritt University contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.61 million, 36% of all contributions.

Does the Samuel Merritt University 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Samuel Merritt University 401(k) plan?

848 participants at the start of plan year 2024, 755 of them active employees, and 166 former employees who still had money in the plan.

What is the average 401(k) balance at Samuel Merritt University?

About $109,406 per account: $101.2 million in plan assets across 925 accounts with a balance at the end of plan year 2024.

Who manages the Samuel Merritt University 401(k) accounts?

The Standard is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Samuel Merritt University. How do I access my 401(k)?

Your account stays with The Standard after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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