Other · DOL Form 5500 · 2022
Meritan, Inc. Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 456
- Participants Below avg headcount
- 36th
- Percentile by assets National rank
- $5,059
- Avg per participant Low balance/head
Official DOL plan name: Meritan, Inc. 403(b) Plan · Sponsored by Meritan, Inc. · Tennessee · Healthcare & Social Assistance
$2M in assets, 456 participants
Meritan, Inc.'s Meritan, Inc. 403(b) Plan reported $2M in total assets and 456 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.
- #7,613 in Healthcare & Social Assistance (20,060 peers)
Coverage in Tennessee
Meritan, Inc. 403(b) Plan covers 456 participants in Tennessee, about 40% of the average Tennessee filer (state average ~1,126 per filing). Assets: $2M.
- #7,613
- in Healthcare & Social Assistance (20,060 peers)
- +24.2%
- assets growth YoY
Meritan, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Meritan, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,306,938 36th percentile higher than 36% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Meritan, Inc. 403(b) 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. Meritan, Inc. 403(b) Plan sits mid-pack in the medium band (456 participants).
Plan-year Form 5500 strip
Filing strip 620674655 · Meritan, Inc. PY 2022 · Other
Meritan, Inc. 403(b) Plan · $2M · 456 · 36th
- SCH $2M
- SCH 456
- SCH 36th
- SCH Other
- SCH near National Science Teachers Association Tax-Deferred Annuity Plan
- SCH ind #7613
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 Tennessee →
Meritan, Inc. 403(b) Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $449K |
| Employer EIN | 620674655 |
| Plan Effective Date | 2016-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Meritan, Inc.)
Sponsor-wide plan assets over time
All Meritan, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 7.802679499085119% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 465 | $23M |
| 2023 | 1 | 9 | $22M |
| 2024 | 1 | 8 | $24M |
Nearby Other Plans in Tennessee
Peer Other plans, same state, same plan type, ranked by total assets.
- Vanderbilt University Medical Center Retirement Plan $3.4B · 28,507
- Vanderbilt University Retirement Plan $2.1B · 6,874
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $919M · 4,892
- Ballad Health 403(b) Plan $517M · 11,477
- Southeastern Carpenters and Millwrights Pension Plan $468M · 9,451
Meritan, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is National Science Teachers Association Tax-Deferred Annuity Plan in VA ($2M); by covered participants it is Valley-Wide Health Systems, Inc. 403(b) Plan in CO (456 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (456 participants); asset peers above are excluded.
- Valley-Wide Health Systems, Inc. 403(b) Plan (CO) 456 · 0 off
- Sfsl Affiliates 403(b) Retirement Plan (FL) 456 · 0 off
- 403(b) Thrift Plan of Community Care Alliance (RI) 456 · 0 off
- Hamline University 403(b) Retirement Plan (MN) 455 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.