401(k) · DOL Form 5500 · 2023

Meriter Health Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$297M
Total assets Near avg plan size
3,146
Participants Above avg headcount
96th
Percentile by assets National rank
$94,548
Avg per participant Below avg balance/head
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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.

  • #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.

#17,066
in Healthcare & Social Assistance (17,684 peers)
+16.4%
assets growth YoY
3.0×
vs typical plan assets (national mean)

Meriter 401(k) Plan's outsized position by total assets

Meriter 401(k) Plan vs every filed plan by assets

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

$297,447,879 Top 4% higher than 96% 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

Meriter 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. Meriter 401(k) Plan lands in the large band (3,146 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391412318 · Meriter Health Systems, Inc. PY 2023 · 401(k)

Meriter 401(k) Plan · $297M · 3,146 · 96th

  • ASSETS $297M
  • ASSETS 3,146
  • ASSETS 96th
  • ASSETS 401(k)
  • ASSETS near The United States Pharmacopeial Convention 401(k) Savings Plan
  • ASSETS ind #17066

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 Wisconsin →

Meriter 401(k) Plan in the asset neighbourhood

Openlane, Inc. Plan$298MAsm Global Retirement & Savings PlanAsm Global Retirement & Savi…$297MThe United States Pharmacopeial Convention 401(k) Savings PlanThe United States Pharmacope…$297MMeriter 401(k) Plan$297MBruker 401(k) Plan$297M
End-of-year total assets ($M) among Meriter 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$256M
Net Assets (End of Year)$297M
Net Income$42M
Employer EIN391412318
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Meriter Health Systems, Inc.)

Sponsor-wide plan assets over time

All Meriter Health Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$527M 14.397604842198723% vs 2022
2024 filing year
$440M$460M$480M$500M$520M$540M 202220232024 $461M $527M ▲ +14.4%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Meriter 401(k) Plan, Total assets ($B): 0.297447879 · Participants: 3146Meriter 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Meriter 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Meriter 401(k) Plan side-by-side with 3 peers →

Meriter 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is The United States Pharmacopeial Convention 401(k) Savings Plan in MD ($297M); by covered participants it is Power Profit Sharing 401(k) Plan in ID (3,146 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($297M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,146 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 Meriter 401(k) Plan assets move in 2023? ▼
Meriter 401(k) Plan grew sharply - up 16.4% during 2023, from $256M to $297M. Reported net income was $42M.
How have Meriter Health Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Meriter Health Systems, Inc.'s sponsor-wide assets grew 14.4%, from $461M to $527M.
Where does Meriter 401(k) Plan rank by assets among Form 5500 filers? ▼
Meriter 401(k) Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Meriter 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The United States Pharmacopeial Convention 401(k) Savings Plan in MD ($297M, 837 participants).
Which 401(k) plans cover a similar participant headcount to Meriter 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Power Profit Sharing 401(k) Plan in ID (3,146 participants, $514M 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 391412318.

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.