401(k) · DOL Form 5500 · 2023

Melissa Data Corporation 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
167
Participants Small participant base
74th
Percentile by assets National rank
$126,935
Avg per participant Near avg balance/head
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Official DOL plan name: Melissa Data Corporation 401(k) Profit Sharing Plan and Trust · Sponsored by Melissa Data Corporation · California · Professional & Technical Services

$21M in assets, 167 participants

Melissa Data Corporation's Melissa Data Corporation 401(k) Profit Sharing Plan and Trust reported $21M in total assets and 167 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #14,969 in Professional & Technical Services (20,321 peers)

Coverage in California

Melissa Data Corporation 401(k) Profit Sharing Plan and Trust covers 167 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $21M.

#14,969
in Professional & Technical Services (20,321 peers)
+27.9%
assets growth YoY

Melissa Data Corporation 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Melissa Data Corporation 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$21,198,081 Top 26% higher than 74% 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

Melissa Data Corporation 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Melissa Data Corporation 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (167 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Melissa Data Corporation 401(k) Profit Sharing Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Melissa Data Corporation 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Melissa Data Corporation 401(k) Profit Sharing Plan and Trust reported participants rose from 158 in the plan year 2022 filing to 167 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 330477743 · Melissa Data Corporation PY 2023 · 401(k)

Melissa Data Corporation 401(k) Profit Sharing Plan and Trust · $21M · 167 · 74th

  • EOY $21M
  • EOY 167
  • EOY 74th
  • EOY 401(k)
  • EOY near Gut, P.C. Profit Sharing Plan
  • EOY ind #14969

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 Professional & Technical Services retirement plans → · Plans in California →

Melissa Data Corporation 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Melissa Data Corporation 401(k) Profit Sharing Plan and TrustMelissa Data Corporation 401…$21MGut, P.C. Profit Sharing Plan$21MIndependent Pilots Association Staff Retirement PlanIndependent Pilots Associati…$21MJames R. Vannoy & Sons 401(k) Profit Sharing PlanJames R. Vannoy & Sons 401(k…$21MStandard Steel, LLC Thrift Plan for Salaried Employees of the Standard Steel DivisionStandard Steel, LLC Thrift P…$21M
End-of-year total assets ($M) among Melissa Data Corporation 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$5M
Employer EIN330477743
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Melissa Data Corporation)

Sponsor-wide plan assets over time

All Melissa Data Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$26M 56.996922032693064% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.6M $26M ▲ +57.0%
Year Plans Participants Total Assets
2022 1 158 $17M
2023 1 167 $21M
2024 1 169 $26M

Nearby 401(k) Plans in California

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

Melissa Data Corporation 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Melissa Data Corporation 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.021198081 · Participants: 167Melissa Data Corporation 401(k) Profit Sharing Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Melissa Data Corporation 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Melissa Data Corporation 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Melissa Data Corporation 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Gut, P.C. Profit Sharing Plan in AL ($21M); by covered participants it is Cleveland Hardware and Forging Co. Profit Sharing in WI (167 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (167 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 Melissa Data Corporation 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Melissa Data Corporation 401(k) Profit Sharing Plan and Trust grew sharply - up 27.9% during 2023, from $17M to $21M. Reported net income was $5M.
How have Melissa Data Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Melissa Data Corporation's sponsor-wide assets grew 57.0%, from $17M to $26M.
Which 401(k) plans are similar in size to Melissa Data Corporation 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Gut, P.C. Profit Sharing Plan in AL ($21M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Melissa Data Corporation 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cleveland Hardware and Forging Co. Profit Sharing in WI (167 participants, $8M 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 330477743.

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.