401(k) · DOL Form 5500 · 2023

Melrose North America, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
8
Participants Small participant base
80th
Percentile by assets National rank
$4.0M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Melrose 401(k) Savings Plan · Sponsored by Melrose North America, Inc. · Georgia · Administrative & Support Services

$32M in assets, 8 participants

Melrose North America, Inc.'s Melrose 401(k) Savings Plan reported $32M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #3,927 in Administrative & Support Services (4,372 peers)

Where Melrose 401(k) Savings Plan sits by assets

Melrose 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $32M for 8 participants (~$4.0M/participant), up 11.5% in 2023.

#3,927
in Administrative & Support Services (4,372 peers)
+11.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

Melrose 401(k) Savings Plan vs every filed plan by assets

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

$31,891,346 Top 20% higher than 80% 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

Melrose 401(k) Savings Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Melrose 401(k) Savings Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Melrose 401(k) Savings Plan reported net income rose from -$9M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Melrose 401(k) Savings Plan reported participants fell from 73 in the plan year 2022 filing to 8 in the plan year 2023 filing.
  • Melrose 401(k) Savings Plan end-of-year assets rose from $29M in the plan year 2022 filing to $32M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 271799313 · Melrose North America, Inc. PY 2023 · 401(k)

Melrose 401(k) Savings Plan · $32M · 8 · 80th

  • PHOTO $32M
  • PHOTO 8
  • PHOTO 80th
  • PHOTO 401(k)
  • PHOTO near Viewpointe Archive Services 401(k) Plan
  • PHOTO ind #3927

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 Administrative & Support Services retirement plans → · Plans in Georgia →

Melrose 401(k) Savings Plan in the asset neighbourhood

Titus-Will Retirement Savings PlanTitus-Will Retirement Saving…$32MMelrose 401(k) Savings Plan$32MViewpointe Archive Services 401(k) PlanViewpointe Archive Services …$32MLift, Inc. Employee 401(k) Incentive Savings & PspLift, Inc. Employee 401(k) I…$32MH&w Holding Company Employee Stock Ownership PlanH&w Holding Company Employee…$32M
End-of-year total assets ($M) among Melrose 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$32M
Net Income$3M
Employer EIN271799313
Plan Effective Date1963-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Melrose North America, Inc.)

Sponsor-wide plan assets over time

All Melrose North America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 10.653431957155341% vs 2022
2024 filing year
$28M$29M$30M$31M$32M$33M 202220232024 $28.6M $31.6M ▲ +10.7%
Year Plans Participants Total Assets
2022 1 73 $29M
2023 1 8 $32M
2024 1 6 $32M

Nearby 401(k) Plans in Georgia

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

Melrose 401(k) Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Melrose 401(k) Savings Plan, Total assets ($B): 0.031891346 · Participants: 8Melrose 401(k) Savings PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Melrose 401(k) Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Melrose 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Viewpointe Archive Services 401(k) Plan in NC ($32M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Melrose 401(k) Savings Plan assets move in 2023? ▼
Melrose 401(k) Savings Plan grew at a solid clip - up 11.5% during 2023, from $29M to $32M. Reported net income was $3M.
How have Melrose North America, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Melrose North America, Inc.'s sponsor-wide assets grew 10.7%, from $29M to $32M.
Where does Melrose 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Melrose 401(k) Savings Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Melrose 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Viewpointe Archive Services 401(k) Plan in NC ($32M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Melrose 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 271799313.

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.