401(k) · DOL Form 5500 · 2023

Meridian Executive Services LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets: 1,803
Participants Near avg headcount: 66th
Percentile by assets National rank: $7,884
Avg per participant Low balance/head

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Official DOL plan name: Meridian 401(k) Plan · Sponsored by Meridian Executive Services LLC · Utah · Healthcare & Social Assistance

$14M in assets, 1,803 participants

Meridian Executive Services LLC's Meridian 401(k) Plan reported $14M in total assets and 1,803 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

#12,595 in Healthcare & Social Assistance (17,684 peers)

Coverage in Utah

Meridian 401(k) Plan covers 1,803 participants in Utah, 3.0x the typical Utah plan (state average ~592 per filing). Assets: $14M.

#12,595
in Healthcare & Social Assistance (17,684 peers): +32.3%
assets growth YoY

Meridian 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

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

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

$14,214,985 Top 34% higher than 66% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Meridian 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. Meridian 401(k) Plan lands in the large band (1,803 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

EBSA filing schedule strip

Filing strip 205946937 · Meridian Executive Services LLC PY 2023 · 401(k)

Meridian 401(k) Plan · $14M · 1,803 · 66th

TYPE $14M
NET 1,803
BOOK 66th
VS-ST 401(k)
BOY near Retirement Living Associates, Inc. Retirement Plan
SCH ind #12595

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 Utah →

End-of-year total assets ($M) among Meridian 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)	$11M
Net Assets (End of Year)	$14M
Net Income	$3M
Employer EIN	205946937
Plan Effective Date	1998-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Meridian Executive Services LLC)

Latest sponsor-wide plan assets: $19M 32.76787136954418% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	1,803	$14M
2024	1	2,202	$19M

Nearby 401(k) Plans in Utah

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

Meridian 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants

Intermountain Healthcare Savings Plus 401(k) Plan $6.0B · 46,680
Deseret 401(k) Plan $5.5B · 24,292
Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.7B · 10,088
Skywest, Inc. Employees' Retirement Plan $1.2B · 15,411
Autoliv Asp, Inc. Employee Savings and Investment Plan $634M · 4,537

Compare Meridian 401(k) Plan side-by-side with 3 peers →

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

Outside Utah, the nearest 401(k) by assets is Retirement Living Associates, Inc. Retirement Plan in NC ($14M); by covered participants it is Renesas Electronics America Inc. 401(k) Plan in CA (1,803 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Retirement Living Associates, Inc. Retirement Plan (NC) $14M · 517
Community Care of West Virginia, Inc. 401(k) Profit Sharing Plan (WV) $14M · 351
Crunchtime 401(k) Plan (MA) $14M · 247
Advanced Medical Imaging, LLC 401(k) Profit Sharing Plan (NE) $14M · 175

Similar participant headcount

Nearest other-state filings by covered participants (1,803 participants); asset peers above are excluded.

Renesas Electronics America Inc. 401(k) Plan (CA) 1,803 · 0 off
American Chemical Society ERISA 403(b) Plan (DC) 1,804 · 1 off
Consol Energy Inc. Investment Plan (PA) 1,802 · 1 off
Vallourec North America Retirement Savings Plan (TX) 1,804 · 1 off

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 Meridian 401(k) Plan assets move in 2023? ▼

Meridian 401(k) Plan surged - up 32.3% during 2023, from $11M to $14M. Reported net income was $3M.

How have Meridian Executive Services LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Meridian Executive Services LLC's sponsor-wide assets grew 32.8%, from $14M to $19M.

Which 401(k) plans are similar in size to Meridian 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Retirement Living Associates, Inc. Retirement Plan in NC ($14M, 517 participants).

Which 401(k) plans cover a similar participant headcount to Meridian 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Renesas Electronics America Inc. 401(k) Plan in CA (1,803 participants, $1.2B 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 205946937.