401(k) · DOL Form 5500 · 2022

Meriter Health Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$256M
Total assets Near avg plan size
3,042
Participants Above avg headcount
96th
Percentile by assets National rank
$84,021
Avg per participant Below avg balance/head
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Official DOL plan name: Meriter 401(k) Plan · Sponsored by Meriter Health Systems, Inc. · Wisconsin · Healthcare & Social Assistance

$256M in assets, 3,042 participants

Meriter Health Systems, Inc.'s Meriter 401(k) Plan reported $256M in total assets and 3,042 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #19,417 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

Meriter 401(k) Plan covers 3,042 participants in Wisconsin, 5.4x the typical Wisconsin plan (state average ~563 per filing). Assets: $256M.

#19,417
in Healthcare & Social Assistance (20,060 peers)
-14.9%
assets change YoY
2.6×
vs typical plan assets (national mean)

The plan reported a net loss of $45M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Meriter 401(k) Plan's outsized position by total assets

Meriter 401(k) Plan vs every filed plan by assets

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

$255,592,565 Top 4% higher than 96% 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

Meriter 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Meriter 401(k) Plan lands in the large band (3,042 participants).

Published 5500 schedule card

Filing strip 391412318 · Meriter Health Systems, Inc. PY 2022 · 401(k)

Meriter 401(k) Plan · $256M · 3,042 · 96th

  • BOOK $256M
  • BOOK 3,042
  • BOOK 96th
  • BOOK 401(k)
  • BOOK near Bass, Berry & Sims Retirement & Savings Plan
  • BOOK ind #19417

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

Meriter 401(k) Plan in the asset neighbourhood

Freudenberg Companies 401(k) Savings PlanFreudenberg Companies 401(k)…$256MOrora Packaging Solutions 401(k) Savings PlanOrora Packaging Solutions 40…$256MMeriter 401(k) Plan$256MBass, Berry & Sims Retirement & Savings PlanBass, Berry & Sims Retiremen…$256MMondelez Global LLC Tip Plan$255M
End-of-year total assets ($M) among Meriter 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$301M
Net Assets (End of Year)$256M
Net Income-$45M
Employer EIN391412318
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Meriter Health Systems, Inc.)

Sponsor-wide plan assets over time

All Meriter Health Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$527M 14.397604842198723% vs 2022
2024 filing year
$440M$460M$480M$500M$520M$540M 202220232024 $461M $527M ▲ +14.4%
Year Plans Participants Total Assets
2022 2 4,258 $461M
2023 2 4,254 $502M
2024 2 4,261 $527M

Nearby 401(k) Plans in Wisconsin

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

Meriter 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 0100002000030000 -20246 Total assets ($B) Participants Meriter 401(k) Plan, Total assets ($B): 0.255592565 · Participants: 3042Meriter 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Meriter 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Meriter 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Bass, Berry & Sims Retirement & Savings Plan in TN ($256M); by covered participants it is Numotion 401(k) Retirement Plan in CT (3,042 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($256M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,042 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 Meriter 401(k) Plan assets move in 2022? ▼
Meriter 401(k) Plan pulled back noticeably - down 14.9% during 2022, from $301M to $256M. Reported net income was -$45M.
How have Meriter Health Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Meriter Health Systems, Inc.'s sponsor-wide assets grew 14.4%, from $461M to $527M.
Where does Meriter 401(k) Plan rank by assets among Form 5500 filers? ▼
Meriter 401(k) Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Meriter 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bass, Berry & Sims Retirement & Savings Plan in TN ($256M, 501 participants).
Which 401(k) plans cover a similar participant headcount to Meriter 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Numotion 401(k) Retirement Plan in CT (3,042 participants, $102M 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 391412318.

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.