ESOP · DOL Form 5500 · 2023

Meridian Corporation ESOP

Data updated 2026-08-11

$9M
Total assets
354
Participants
56th
Percentile by assets
$24,804
Avg per participant
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Official DOL plan name: Meridian Corporation Employee Stock Ownership Plan · Sponsored by Meridian Corporation · Pennsylvania · Finance & Insurance

$9M in assets, 354 participants

Meridian Corporation's Meridian Corporation Employee Stock Ownership Plan reported $9M in total assets and 354 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • 56th percentile by assets (of 127,072 plans)
  • #3,599 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

Meridian Corporation Employee Stock Ownership Plan covers 354 participants in Pennsylvania, about 43% of the average Pennsylvania filer (state average ~822 per filing). Assets: $9M.

$9M
total plan assets (2023 EOY)
354
covered participants
56th
percentile by assets (of 127,072 plans)
$24,804
avg assets per participant

The plan reported a net loss of $59K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Meridian Corporation Employee Stock Ownership Plan sits by total assets

Meridian Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$8,780,575 Top 44% higher than 56% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Meridian Corporation Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to -$59K in the plan year 2023 filing.
  • Meridian Corporation Employee Stock Ownership Plan reported participants fell from 395 in the plan year 2022 filing to 354 in the plan year 2023 filing.
  • Meridian Corporation Employee Stock Ownership Plan end-of-year assets fell from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Pennsylvania
Industry
Finance & Insurance

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Meridian Corporation Employee Stock Ownership Plan reports 354 participants - about 43% of that state average ($9M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$59K
Employer EIN831561918
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Meridian Corporation)

$8.7M$8.8M$8.9M$9M$9.1M 202220232024 $9.03M $8.74M ▼ -3.2%
Total plan assets by year, all Meridian Corporation plans on file
Year Plans Participants Total Assets
2022 1 395 $9M
2023 1 354 $9M
2024 1 315 $9M

Nearby ESOP Plans in Pennsylvania

Peer ESOP plans, same state, same plan type, ranked by total assets.

Meridian Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Meridian Corporation…, Total assets ($B): 0.008780575 · Participants: 354Meridian Corporation…Wawa, Inc. Employee …, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee …Bradford White Corpo…, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corpo…Centimark Corporatio…, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporatio…Sheetz, Inc. Employe…, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employe…D & H Employee Stock…, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock…
Meridian Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Meridian Corporation Employee Stock Owne… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Meridian Corporation Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Meridian Corporation Employee Stock Ownership Plan assets move in 2023? ▼
Meridian Corporation Employee Stock Ownership Plan edged down modestly - down 2.8% during 2023, from $9M to $9M. Reported net income was -$59K.
How have Meridian Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Meridian Corporation's sponsor-wide assets declined 3.3%, from $9M to $9M.
Which ESOP plans are similar in size to Meridian Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Enviromatic Holdings, Inc. Employee Stock Ownership Plan in TX ($9M, 59 participants).

Next read for Meridian Corporation Employee Stock Owne…

Filing takeaways

Ways to act on Meridian Corporation Employee Stock Ownership Plan's numbers.

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 831561918.

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.