401(k) · DOL Form 5500 · 2023
Megalodon Midco, LLC 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 87
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $15,831
- Avg per participant Low balance/head
Official DOL plan name: Warren Union Employees 401(k) Plan · Sponsored by Megalodon Midco, LLC · Michigan · Manufacturing
$1M in assets, 87 participants
Megalodon Midco, LLC's Warren Union Employees 401(k) Plan reported $1M in total assets and 87 participants in its 2023 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.
- #2,277 in Manufacturing (18,722 peers)
2023 asset change
Warren Union Employees 401(k) Plan grew sharply 22.3% in 2023 ($1M → $1M) for 87 participants.
- #2,277
- in Manufacturing (18,722 peers)
- +22.3%
- assets growth YoY
Warren Union Employees 401(k) Plan among the smaller filed plans by assets
Warren Union Employees 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,377,323 27th percentile higher than 27% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Warren Union Employees 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Warren Union Employees 401(k) Plan is a small filing (87 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 873643212 · Megalodon Midco, LLC PY 2023 · 401(k)
Warren Union Employees 401(k) Plan · $1M · 87 · 27th
- EOY $1M
- EOY 87
- EOY 27th
- EOY 401(k)
- EOY near R. Scott Babe, M.D. 401(k) Plan
- EOY ind #2277
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 Manufacturing retirement plans → · Plans in Michigan →
Warren Union Employees 401(k) Plan in the asset neighbourhood
Megalodon Midco, LLC years around the 2023 move
Sponsor-wide plan assets over time
All Megalodon Midco, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $146M 0.7870476077415693% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 2 | 1,473 | $147M |
| 2024 | 1 | 839 | $146M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $285K |
| Employer EIN | 873643212 |
| Plan Effective Date | 1994-06-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Warren Union Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is R. Scott Babe, M.D. 401(k) Plan in OR ($1M); by covered participants it is Landrum & Brown 401(k) and Profit Sharing Plan in OH (87 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (87 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.