401(k) · DOL Form 5500 · 2022
Meridian Capital Group, LLC 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 358
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $46,572
- Avg per participant Low balance/head
Official DOL plan name: Meridian Capital Group, LLC 401(k) Profit Sharing Plan · Sponsored by Meridian Capital Group, LLC · New York · Finance & Insurance
$17M in assets, 358 participants
Meridian Capital Group, LLC's Meridian Capital Group, LLC 401(k) Profit Sharing Plan reported $17M in total assets and 358 participants in its 2022 DOL Form 5500 filing, ranking in the 74th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #5,551 in Finance & Insurance (9,261 peers)
Coverage in New York
Meridian Capital Group, LLC 401(k) Profit Sharing Plan covers 358 participants in New York, about 45% of the average New York filer (state average ~798 per filing). Assets: $17M.
- #5,551
- in Finance & Insurance (9,261 peers)
- -12.8%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Meridian Capital Group, LLC 401(k) Profit Sharing Plan's outsized position by total assets
Meridian Capital Group, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,672,802 Top 26% higher than 74% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Meridian Capital Group, LLC 401(k) Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Meridian Capital Group, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (358 participants).
Plan-year Form 5500 strip
Filing strip 522165605 · Meridian Capital Group, LLC PY 2022 · 401(k)
Meridian Capital Group, LLC 401(k) Profit Sharing Plan · $17M · 358 · 74th
- PHOTO $17M
- IND 358
- EOY 74th
- 5500 401(k)
- ASSETS near Travis County Medical Society's 401(k) Savings Plan
- PCT ind #5551
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in New York →
Meridian Capital Group, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$2M |
| Employer EIN | 522165605 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Meridian Capital Group, LLC)
Sponsor-wide plan assets over time
All Meridian Capital Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 19.164517157943816% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 358 | $17M |
| 2023 | 1 | 444 | $20M |
| 2024 | 1 | 395 | $20M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Meridian Capital Group, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Travis County Medical Society's 401(k) Savings Plan in TX ($17M); by covered participants it is Venerable 401(k) Savings Plan in PA (358 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Travis County Medical Society's 401(k) Savings Plan (TX) $17M · 160
- Shur-Co, LLC 401(k) Plan (SD) $17M · 318
- Morling & Company 401(k) Plan (CA) $17M · 19
- Unidosus Retirement & Employee Savings Plan (DC) $17M · 145
Similar participant headcount
Nearest other-state filings by covered participants (358 participants); asset peers above are excluded.
- Venerable 401(k) Savings Plan (PA) 358 · 0 off
- Aquafil USA, Inc. 401(k) Plan (GA) 358 · 0 off
- Alliance Residential Realty 401(k) Plan (AZ) 358 · 0 off
- Indianapolis Zoological Society, Inc. Retirement Plan (IN) 358 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.