401(k) · DOL Form 5500 · 2022

Meritrust Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
347
Participants Below avg headcount
81st
Percentile by assets National rank
$75,573
Avg per participant Below avg balance/head
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Official DOL plan name: Meritrust Credit Union 401(k) Plan · Sponsored by Meritrust Federal Credit Union · Kansas · Finance & Insurance

$26M in assets, 347 participants

Meritrust Federal Credit Union's Meritrust Credit Union 401(k) Plan reported $26M in total assets and 347 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,443 in Finance & Insurance (9,261 peers)

Where Meritrust Credit Union 401(k) Plan sits by assets

Meritrust Credit Union 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 347 participants (~$75,573/participant), down 11.2% in 2022.

#6,443
in Finance & Insurance (9,261 peers)
-11.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

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

Meritrust Credit Union 401(k) Plan's outsized position by total assets

Meritrust Credit Union 401(k) Plan vs every filed plan by assets

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

$26,223,949 Top 19% higher than 81% 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

Meritrust Credit Union 401(k) 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. Meritrust Credit Union 401(k) Plan sits mid-pack in the medium band (347 participants).

DOL schedule card

Filing strip 480570799 · Meritrust Federal Credit Union PY 2022 · 401(k)

Meritrust Credit Union 401(k) Plan · $26M · 347 · 81st

  • TYPE $26M
  • TYPE 347
  • TYPE 81st
  • TYPE 401(k)
  • TYPE near Minnesota Wild 401(k) Plan
  • TYPE ind #6443

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 Kansas →

Meritrust Credit Union 401(k) Plan in the asset neighbourhood

Interim Healthcare of the Upstate 401(k) PlanInterim Healthcare of the Up…$26MMeritrust Credit Union 401(k) PlanMeritrust Credit Union 401(k…$26MMinnesota Wild 401(k) Plan$26MAmeriflight, LLC 401(k) Savings and Retirement PlanAmeriflight, LLC 401(k) Savi…$26MBp Partnership Savings Plan$26M
End-of-year total assets ($M) among Meritrust Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$26M
Net Income-$3M
Employer EIN480570799
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Meritrust Federal Credit Union)

Sponsor-wide plan assets over time

All Meritrust Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$37M 6.22847294759012% vs 2022
2024 filing year
$36M$37M$38M$39M$40M 202220232024 $39.5M $37.1M ▼ -6.2%
Year Plans Participants Total Assets
2022 2 428 $40M
2023 2 438 $38M
2024 1 344 $37M

Nearby 401(k) Plans in Kansas

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

Meritrust Credit Union 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Meritrust Credit Union 401(k) Plan, Total assets ($B): 0.026223949 · Participants: 347Meritrust Credit Union 401(k) PlanKoch Industries Inc Employees' Savings Plan, Total assets ($B): 3.432760938 · Participants: 11970Koch Industries Inc Employees' Savings PlanBlack & Veatch Retirement Program, Total assets ($B): 2.293186819 · Participants: 6182Black & Veatch Retirement ProgramPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 1.891438135 · Participants: 1231Performance Contracting Group, Inc. ESOP/401(k) PlanGarmin International, Inc. Retirement Plan, Total assets ($B): 1.415069651 · Participants: 6273Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.065726181 · Participants: 7558Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Meritrust Credit Union 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Meritrust Credit Union 401(k) Plan side-by-side with 3 peers →

Meritrust Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Minnesota Wild 401(k) Plan in MN ($26M); by covered participants it is Spire 401(k) Plan in MN (347 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (347 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 Meritrust Credit Union 401(k) Plan assets move in 2022? ▼
Meritrust Credit Union 401(k) Plan pulled back noticeably - down 11.2% during 2022, from $30M to $26M. Reported net income was -$3M.
How have Meritrust Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Meritrust Federal Credit Union's sponsor-wide assets declined 6.2%, from $40M to $37M.
Where does Meritrust Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Meritrust Credit Union 401(k) Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Meritrust Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Minnesota Wild 401(k) Plan in MN ($26M, 876 participants).
Which 401(k) plans cover a similar participant headcount to Meritrust Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spire 401(k) Plan in MN (347 participants, $32M 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 480570799.

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.