401(k) · DOL Form 5500 · 2022
Meriter Health Systems, Inc. 401(k) Plan
Data updated 2026-08-11
- $256M
- Total assets
- 3,042
- Participants
- 96th
- Percentile by assets
- $84,021
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $256M
- total plan assets (2022 EOY)
- 3,042
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $84,021
- avg assets per participant
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.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Meriter 401(k) Plan reports 3,042 participants - 5.4x that state average ($256M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $301M |
|---|---|
| Net Assets (End of Year) | $256M |
| Net Income | -$45M |
| Employer EIN | 391412318 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Meriter Health Systems, Inc.)
| 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
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Meriter 401(k) Plan by total assets, not by location.
- Bass, Berry & Sims Retirement & Savings Plan (TN) $256M · 501
- Orora Packaging Solutions 401(k) Savings Plan (CA) $256M · 1,766
- Mondelez Global LLC Tip Plan (IL) $255M · 2,413
- Freudenberg Companies 401(k) Savings Plan (IL) $256M · 2,086
Frequently Asked Questions
How did Meriter 401(k) Plan assets move in 2022? ▼
How have Meriter Health Systems, Inc. plan assets changed over time? ▼
Where does Meriter 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Meriter 401(k) Plan? ▼
Next read for Meriter 401(k) Plan
Filing takeaways
Ways to act on Meriter 401(k) Plan's numbers.
- By total assets, Meriter 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
- Meriter Health Systems, Inc.'s sponsor-wide assets have grown 14.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans