401(k) · DOL Form 5500 · 2023

Megalodon Midco, LLC 401(k) Plan

Data updated 2026-08-25

$145M
Total assets Near avg plan size
1,386
Participants Near avg headcount
93rd
Percentile by assets National rank
$104,855
Avg per participant Below avg balance/head
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Official DOL plan name: Non-Union Employees 401(k) Plan · Sponsored by Megalodon Midco, LLC · Michigan · Manufacturing

$145M in assets, 1,386 participants

Megalodon Midco, LLC's Non-Union Employees 401(k) Plan reported $145M in total assets and 1,386 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #16,832 in Manufacturing (18,722 peers)

Coverage in Michigan

Non-Union Employees 401(k) Plan covers 1,386 participants in Michigan, 2.2x the typical Michigan plan (state average ~638 per filing). Assets: $145M.

#16,832
in Manufacturing (18,722 peers)
-2.1%
assets change YoY
1.5×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Non-Union Employees 401(k) Plan's outsized position by total assets

Non-Union Employees 401(k) Plan vs every filed plan by assets

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

$145,328,796 Top 7% higher than 93% 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

Non-Union Employees 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Non-Union Employees 401(k) Plan lands in the large band (1,386 participants).

EBSA filing schedule strip

Filing strip 873643212 · Megalodon Midco, LLC PY 2023 · 401(k)

Non-Union Employees 401(k) Plan · $145M · 1,386 · 93rd

  • PHOTO $145M
  • PHOTO 1,386
  • PHOTO 93rd
  • PHOTO 401(k)
  • PHOTO near The Clearing House Incentive Account Plan
  • PHOTO ind #16832

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 →

Non-Union Employees 401(k) Plan in the asset neighbourhood

AFL-CIO Deferred Compensation PlanAFL-CIO Deferred Compensatio…$145MNon-Union Employees 401(k) PlanNon-Union Employees 401(k) P…$145MThe Clearing House Incentive Account PlanThe Clearing House Incentive…$145MIneos Savings and Investment Plan (Sip)Ineos Savings and Investment…$145MDelta America Ltd. 401(k) Salary Savings Plan and TrustDelta America Ltd. 401(k) Sa…$145M
End-of-year total assets ($M) among Non-Union Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$148M
Net Assets (End of Year)$145M
Net Income-$3M
Employer EIN873643212
Plan Effective Date1988-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Megalodon Midco, LLC)

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
$145M$146M$146M$147M$147M 20232024 $147M $146M ▼ -0.8%
Year Plans Participants Total Assets
2023 2 1,473 $147M
2024 1 839 $146M

Nearby 401(k) Plans in Michigan

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

Non-Union Employees 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Non-Union Employees 401(k) Plan, Total assets ($B): 0.145328796 · Participants: 1386Non-Union Employees 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Non-Union Employees 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Non-Union Employees 401(k) Plan side-by-side with 3 peers →

Non-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 The Clearing House Incentive Account Plan in NY ($145M); by covered participants it is Inw Manufacturing 401(k) Plan in UT (1,386 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($145M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,386 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 Non-Union Employees 401(k) Plan assets move in 2023? ▼
Non-Union Employees 401(k) Plan edged down modestly - down 2.1% during 2023, from $148M to $145M. Reported net income was -$3M.
How have Megalodon Midco, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Megalodon Midco, LLC's sponsor-wide assets declined 0.8%, from $147M to $146M.
Where does Non-Union Employees 401(k) Plan rank by assets among Form 5500 filers? ▼
Non-Union Employees 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Non-Union Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Clearing House Incentive Account Plan in NY ($145M, 469 participants).
Which 401(k) plans cover a similar participant headcount to Non-Union Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Inw Manufacturing 401(k) Plan in UT (1,386 participants, $28M 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 873643212.

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.