ESOP · DOL Form 5500 · 2022

Meridian Associates, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
24
Participants Small participant base
27th
Percentile by assets National rank
$50,057
Avg per participant Low balance/head
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Official DOL plan name: Meridian Associates, Inc. Employee Stock Ownership Plan · Sponsored by Meridian Associates, Inc. · Massachusetts · Professional & Technical Services

$1M in assets, 24 participants

Meridian Associates, Inc.'s Meridian Associates, Inc. Employee Stock Ownership Plan reported $1M in total assets and 24 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,995 in Professional & Technical Services (21,562 peers)

Meridian Associates, Inc. multi-year trail

Meridian Associates, Inc.'s plans moved -47.3% in assets from 2022 to 2024; this filing shows Meridian Associates, Inc. Employee Stock Ownership Plan at $1M / 24 participants.

#4,995
in Professional & Technical Services (21,562 peers)
-22.3%
assets change YoY

Meridian Associates, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Meridian Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,201,378 27th percentile higher than 27% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Meridian Associates, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Meridian Associates, Inc. Employee Stock Ownership Plan is a small filing (24 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 043071690 · Meridian Associates, Inc. PY 2022 · ESOP

Meridian Associates, Inc. Employee Stock Ownership Plan · $1M · 24 · 27th

  • PCT $1M
  • EIN 24
  • RANK 27th
  • PHOTO ESOP
  • IND near Alaska Hand Rehabilitation, Inc. Employee Stock Ownership Plan and Trust
  • EOY ind #4995

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 What is an ESOP? → · Plans in Massachusetts →

Meridian Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Meridian Associates, Inc. Employee Stock Ownership PlanMeridian Associates, Inc. Em…$1MAlaska Hand Rehabilitation, Inc. Employee Stock Ownership Plan and TrustAlaska Hand Rehabilitation, …$1MEncore Exchange Company Employee Stock Ownership PlanEncore Exchange Company Empl…$1MHydrotex Employees' Stock Ownership PlanHydrotex Employees' Stock Ow…$1MDcg ESOP$1M
End-of-year total assets ($M) among Meridian Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Meridian Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Meridian Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$633K 47.2802898005457% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $1.2M $0.63M ▼ -47.5%
Year Plans Participants Total Assets
2022 1 24 $1M
2023 1 21 $706K
2024 1 18 $633K

Meridian Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$618K
Net Income$156K
Employer EIN043071690
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

Peer ESOP plans, same state, same plan type, ranked by total assets.

Meridian Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -2000200400600 Total assets ($M) Participants Meridian Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 1.201378 · Participants: 24Meridian Associates, Inc. Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 495.023943 · Participants: 1315Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 380.839397 · Participants: 193The Gillette Company Employee Stock Ownership PlanAbt Associates Inc. Employees Stock Ownership Plan, Total assets ($M): 312.177588 · Participants: 2426Abt Associates Inc. Employees Stock Ownership PlanNew England Biolabs, Inc. Voting Stock Ownership Plan, Total assets ($M): 272.105333 · Participants: 386New England Biolabs, Inc. Voting Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 258.836117 · Participants: 1646Eastern Bank Employee Stock Ownership Plan
Meridian Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Meridian Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Meridian Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Alaska Hand Rehabilitation, Inc. Employee Stock Ownership Plan and Trust in AK ($1M); by covered participants it is Advanced Mold & Engineering, Inc. Employee Stock Ownership Plan in IN (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Meridian Associates, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Meridian Associates, Inc. Employee Stock Ownership Plan declined sharply - down 22.3% during 2022, from $2M to $1M. Reported net income was $156K.
How have Meridian Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Meridian Associates, Inc.'s sponsor-wide assets declined 47.3%, from $1M to $633K.
Which ESOP plans are similar in size to Meridian Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Alaska Hand Rehabilitation, Inc. Employee Stock Ownership Plan and Trust in AK ($1M, 10 participants).
Which ESOP plans cover a similar participant headcount to Meridian Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Advanced Mold & Engineering, Inc. Employee Stock Ownership Plan in IN (24 participants, $9K in assets).

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) - original filing retrieval by EIN 043071690.

Read our methodology - how this data is sourced, computed, and verified.

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