401(k) · DOL Form 5500 · 2023
Meriter Health Systems, Inc. 401(k) Plan
Data updated 2026-08-11
- $297M
- Total assets
- 3,146
- Participants
- 96th
- Percentile by assets
- $94,548
- Avg per participant
Official DOL plan name: Meriter 401(k) Plan · Sponsored by Meriter Health Systems, Inc. · Wisconsin · Healthcare & Social Assistance
$297M in assets, 3,146 participants
Meriter Health Systems, Inc.'s Meriter 401(k) Plan reported $297M in total assets and 3,146 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #17,066 in Healthcare & Social Assistance (17,684 peers)
Coverage in Wisconsin
Meriter 401(k) Plan covers 3,146 participants in Wisconsin, 5.6x the typical Wisconsin plan (state average ~563 per filing). Assets: $297M.
- $297M
- total plan assets (2023 EOY)
- 3,146
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $94,548
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Meriter 401(k) Plan reported net income rose from -$45M in the plan year 2022 filing to $42M in the plan year 2023 filing.
- Meriter 401(k) Plan end-of-year assets rose from $256M in the plan year 2022 filing to $297M in the plan year 2023 filing.
- Meriter 401(k) Plan reported participants rose from 3,042 in the plan year 2022 filing to 3,146 in the plan year 2023 filing.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Meriter 401(k) Plan reports 3,146 participants - 5.6x that state average ($297M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $256M |
|---|---|
| Net Assets (End of Year) | $297M |
| Net Income | $42M |
| Employer EIN | 391412318 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Meriter Health Systems, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,258 | $461M |
| 2023 | 2 | 4,254 | $502M |
| 2024 | 2 | 4,261 | $527M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Meriter 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Meriter 401(k) Plan by total assets, not by location.
- The United States Pharmacopeial Convention 401(k) Savings Plan (MD) $297M · 837
- Asm Global Retirement & Savings Plan (PA) $297M · 7,718
- Openlane, Inc. Plan (IN) $298M · 2,143
- Bruker 401(k) Plan (MA) $297M · 1,474
Frequently Asked Questions
How did Meriter 401(k) Plan assets move in 2023? ▼
How have Meriter Health Systems, Inc. plan assets changed over time? ▼
Where does Meriter 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Meriter 401(k) Plan? ▼
Next read for Meriter 401(k) Plan
Filing takeaways
Ways to act on Meriter 401(k) Plan's numbers.
- By total assets, Meriter 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
- Meriter Health Systems, Inc.'s sponsor-wide assets have grown 14.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans