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Original filing (PDF)20250922090523NAL0005406704001
MERCK & CO., INC.
Form 5500
FILING_RECEIVED
MERCK US SAVINGS PLAN
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
29,178
Accounts w/ balance
40,628
Plan assets (EOY)
$15.0B
Net assets (EOY)
$15.0B
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Master Trust Investment in Master Trust" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (0 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MERCK & CO., INC..
Plan sponsor
Name
MERCK & CO., INC.
EIN
22-1918501
Address
126 EAST LINCOLN AVENUE · P.O. BOX 2000 · RAHWAY, NJ · 07065
Phone
(732) 594-4000
Industry
Manufacturingsee all
Plan administrator
Name
MERCK SHARP & DOHME LLC
EIN
22-1261880
City
RAHWAY, NJ
Phone
(732) 594-4000
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | NONE | $124K | — |
Investments
2 direct securities · 2 pooled funds· $29.9B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$15.0B
2 holdings
Master Trust
$14.9B
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Master Trust Investment in Master Trust | — | — | — | $14.9B | 99.5% | |
| MERCK US SAV AND EE STK-PARTICIPANT MERCK & CO., INC. · EIN 04-6767405 / PN 007 | Master Trust | — | — | $14.0B | 93.2% | |
| MERCK US SAV AND EE STK-MERCK STOCK MERCK & CO., INC. · EIN 04-6767405 / PN 008 | Master Trust | — | — | $942.3M | 6.3% | |
| from participants and with maturities through 2048 | — | — | — | $72.3M | 0.5% |
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