401(k)
2022 plan-year 401(k) DOL Form 5500

Meyer Group 401(k) Plan and Trust

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Meyer Properties ยท California ยท Real Estate

What the 2023 filing shows

Meyer Group 401(k) Plan and Trust holds $18M for 115 participants - about $158,930 per participant, down 13.6% over the 2022 plan year.

$18M
total plan assets (2022 EOY)
115
covered participants
$158,930
avg assets per participant
-13.6%
assets change YoY

The plan reported a net loss of $3M for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$18M
Participants
115
State
Industry
Real Estate

What the Filing Says About Meyer Group 401(k) Plan and Trust

Meyer Group 401(k) Plan and Trust is a 401(k) retirement plan sponsored by Meyer Properties, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $18M in total end-of-year assets and covers 115 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 954242923, and the plan has been effective since 1990-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $21M at the beginning of 2022 to $18M at year-end โ€” a decline of 13.6%. Net assets (after liabilities) closed the year at $18M, with reported net income of $-2,875,264 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$21M
Total Assets (End of Year)$18M
Net Assets (End of Year)$18M
Net Income$-2,875,264
Plan Type401(k)
Employer EIN954242923
Plan Effective Date1990-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Meyer Properties)

Year Plans Participants Total Assets
2022 1 115 $18M
2023 1 111 $19M
2024 1 85 $20M

Nearby 401(k) Plans in California

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

Frequently Asked Questions

How much money is in the Meyer Group 401(k) Plan and Trust?
As of the 2022 Form 5500 filing, Meyer Group 401(k) Plan and Trust holds $18M in total assets with 115 participants. It is sponsored by Meyer Properties.
What type of plan is Meyer Group 401(k) Plan and Trust?
Meyer Group 401(k) Plan and Trust is a 401(k) plan. It has been effective since 1990-11-01. The plan is filed with the U.S. Department of Labor under EIN 954242923.
Who sponsors the Meyer Group 401(k) Plan and Trust?
Meyer Group 401(k) Plan and Trust is sponsored by Meyer Properties, located in California. The sponsor's EIN is 954242923 and the plan operates in the Real Estate industry.
How did Meyer Group 401(k) Plan and Trust perform in 2022?
Meyer Group 401(k) Plan and Trust declined by 13.6% during 2022, moving from $21M to $18M in total assets. Net income was $-2,875,264.
Where can I find official filings for Meyer Group 401(k) Plan and Trust?
Official Form 5500 filings for Meyer Group 401(k) Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 954242923 or plan name at efast.dol.gov.
How does Meyer Group 401(k) Plan and Trust compare to other plans?
You can compare Meyer Group 401(k) Plan and Trust against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) โ€” original filing retrieval by EIN 954242923.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.