ESOP · DOL Form 5500 · 2023

Meredith's Inc. ESOP

Data updated 2026-08-25

$600K
Total assets Small plan by assets
34
Participants Small participant base
19th
Percentile by assets National rank
$17,646
Avg per participant Low balance/head
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Official DOL plan name: Saversystems Employee Stock Ownership Plan · Sponsored by Meredith's Inc. · Indiana · Manufacturing

$600K in assets, 34 participants

Meredith's Inc.'s Saversystems Employee Stock Ownership Plan reported $600K in total assets and 34 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,496 in Manufacturing (18,722 peers)

Meredith's Inc. multi-year trail

Meredith's Inc.'s plans moved +159.4% in assets from 2022 to 2024; this filing shows Saversystems Employee Stock Ownership Plan at $600K / 34 participants.

#1,496
in Manufacturing (18,722 peers)
+65.5%
assets growth YoY

Saversystems Employee Stock Ownership Plan among the smaller filed plans by assets

Saversystems Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$599,952 19th percentile higher than 19% of 127,068 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 2023

Saversystems Employee Stock Ownership 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. Saversystems Employee Stock Ownership Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Saversystems Employee Stock Ownership Plan reported net income fell from $6M in the plan year 2022 filing to $798K in the plan year 2023 filing.
  • Saversystems Employee Stock Ownership Plan end-of-year assets rose from $363K in the plan year 2022 filing to $600K in the plan year 2023 filing.
  • Saversystems Employee Stock Ownership Plan reported participants rose from 32 in the plan year 2022 filing to 34 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 351470599 · Meredith's Inc. PY 2023 · ESOP

Saversystems Employee Stock Ownership Plan · $600K · 34 · 19th

  • PHOTO $600K
  • PHOTO 34
  • PHOTO 19th
  • PHOTO ESOP
  • PHOTO near The Logan Graphic Products, Inc. Employee Stock Ownership Plan
  • PHOTO ind #1496

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 What is an ESOP? → · Plans in Indiana →

Saversystems Employee Stock Ownership Plan in the asset neighbourhood

Saversystems Employee Stock Ownership PlanSaversystems Employee Stock …$600KThe Logan Graphic Products, Inc. Employee Stock Ownership PlanThe Logan Graphic Products, …$600KPj Hyde Employee Stock Ownership PlanPj Hyde Employee Stock Owner…$601KPetretti Corporation Employee Stock Ownership PlanPetretti Corporation Employe…$601KSeneca Savings Employee Stock Ownership PlanSeneca Savings Employee Stoc…$601K
End-of-year total assets ($M) among Saversystems Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Meredith's Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Meredith's Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$941K 159.43284084296113% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M 202220232024 $0.36M $0.94M ▲ +161.1%
Year Plans Participants Total Assets
2022 1 32 $363K
2023 1 34 $600K
2024 1 32 $941K

Meredith's Inc. filing trail (2023)

Total Assets (Beginning of Year)$363K
Net Assets (End of Year)-$15M
Net Income$798K
Employer EIN351470599
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

Peer ESOP plans, same state, same plan type, ranked by total assets.

Saversystems Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.522.5 Total assets ($B) Participants Saversystems Employee Stock Ownership Plan, Total assets ($B): 0.000599952 · Participants: 34Saversystems Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial Solutions, Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan
Saversystems Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Saversystems Employee Stock Ownership Plan side-by-side with 3 peers →

Saversystems Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is The Logan Graphic Products, Inc. Employee Stock Ownership Plan in IL ($600K); by covered participants it is Rincon Technology, Inc. Employee Stock Ownership Plan in TX (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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.

Frequently Asked Questions

How did Saversystems Employee Stock Ownership Plan assets move in 2023? ▼
Saversystems Employee Stock Ownership Plan surged - up 65.5% during 2023, from $363K to $600K. Reported net income was $798K.
How have Meredith's Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Meredith's Inc.'s sponsor-wide assets grew 159.4%, from $363K to $941K.
Where does Saversystems Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Saversystems Employee Stock Ownership Plan ranks in the 19th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Saversystems Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Logan Graphic Products, Inc. Employee Stock Ownership Plan in IL ($600K, 17 participants).
Which ESOP plans cover a similar participant headcount to Saversystems Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Rincon Technology, Inc. Employee Stock Ownership Plan in TX (34 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 351470599.

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.