401(k) · DOL Form 5500 · 2022
Melton & Melton, LLP 401(k) Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 102
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $293,246
- Avg per participant High balance/head
Official DOL plan name: Melton & Melton Salary Deferral Plan and Trust · Sponsored by Melton & Melton, LLP · Texas · Professional & Technical Services
$30M in assets, 102 participants
Melton & Melton, LLP's Melton & Melton Salary Deferral Plan and Trust reported $30M in total assets and 102 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- #17,977 in Professional & Technical Services (21,562 peers)
Coverage in Texas
Melton & Melton Salary Deferral Plan and Trust covers 102 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $30M.
- #17,977
- in Professional & Technical Services (21,562 peers)
- -14.8%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Melton & Melton Salary Deferral Plan and Trust's outsized position by total assets
Melton & Melton Salary Deferral Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$29,911,111 Top 17% higher than 83% 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
Melton & Melton Salary Deferral Plan and Trust 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. Melton & Melton Salary Deferral Plan and Trust sits mid-pack in the medium band (102 participants).
Form 5500 schedule snapshot
Filing strip 741550819 · Melton & Melton, LLP PY 2022 · 401(k)
Melton & Melton Salary Deferral Plan and Trust · $30M · 102 · 83rd
- BOY $30M
- BOY 102
- BOY 83rd
- BOY 401(k)
- BOY near American Metals Supply Co., Inc. Profit Sharing Plan
- BOY ind #17977
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 Professional & Technical Services retirement plans → · Plans in Texas →
Melton & Melton Salary Deferral Plan and Trust in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | -$5M |
| Employer EIN | 741550819 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Melton & Melton, LLP)
Sponsor-wide plan assets over time
All Melton & Melton, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 39.6114674576949% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 102 | $30M |
| 2023 | 1 | 107 | $37M |
| 2024 | 1 | 125 | $42M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Melton & Melton Salary Deferral Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is American Metals Supply Co., Inc. Profit Sharing Plan in MO ($30M); by covered participants it is First Choice Bank 401(k) Profit Sharing Plan in CA (102 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- American Metals Supply Co., Inc. Profit Sharing Plan (MO) $30M · 118
- Union Partners I LLC 401(k) Savings Plan (IL) $30M · 889
- Syndigo 401(k) Plan (IL) $30M · 520
- Gold Gerstein Group, LLC 401(k) Profit Sharing Plan (NJ) $30M · 48
Similar participant headcount
Nearest other-state filings by covered participants (102 participants); asset peers above are excluded.
- First Choice Bank 401(k) Profit Sharing Plan (CA) 102 · 0 off
- Develey USA 401(k) Plan (TN) 102 · 0 off
- Kahuku Medical Center 401(k) Plan (HI) 102 · 0 off
- Subzero Constructors, Inc. Employee Savings Plan (CA) 102 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.