ESOP · DOL Form 5500 · 2023

Meridian Corporation ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
354
Participants Below avg headcount
56th
Percentile by assets National rank
$24,804
Avg per participant Low balance/head
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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.

  • #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.

#3,599
in Finance & Insurance (8,869 peers)
-2.8%
assets change YoY

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.

Meridian Corporation Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

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 $2,050,000,000 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

Meridian Corporation Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Meridian Corporation Employee Stock Ownership Plan sits mid-pack in the medium band (354 participants).

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 →

EBSA filing schedule strip

Filing strip 831561918 · Meridian Corporation PY 2023 · ESOP

Meridian Corporation Employee Stock Ownership Plan · $9M · 354 · 56th

  • PCT $9M
  • PCT 354
  • PCT 56th
  • PCT ESOP
  • PCT near Enviromatic Holdings, Inc. Employee Stock Ownership Plan
  • PCT ind #3599

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 What is an ESOP? → · Plans in Pennsylvania →

Meridian Corporation Employee Stock Ownership Plan in the asset neighbourhood

Meridian Corporation Employee Stock Ownership PlanMeridian Corporation Employe…$9MEnviromatic Holdings, Inc. Employee Stock Ownership PlanEnviromatic Holdings, Inc. E…$9MDillon Yarn Corporation Employee Stock Ownership PlanDillon Yarn Corporation Empl…$9MMidwest Metalcraft & Equipment Employee Stock Ownership PlanMidwest Metalcraft & Equipme…$9MScott Sales Co. Employee Stock Ownership PlanScott Sales Co. Employee Sto…$9M
End-of-year total assets ($M) among Meridian Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Meridian Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$9M 3.264688207958546% vs 2022
2024 filing year
$8.7M$8.8M$8.9M$9M$9.1M 202220232024 $9.03M $8.74M ▼ -3.2%
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 ($B) Participants Meridian Corporation Employee Stock Ownership Plan, Total assets ($B): 0.008780575 · Participants: 354Meridian Corporation Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Meridian Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Meridian Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Meridian Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Enviromatic Holdings, Inc. Employee Stock Ownership Plan in TX ($9M); by covered participants it is Butler/Till Employee Stock Ownership Plan in NY (353 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (354 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 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).
Which ESOP plans cover a similar participant headcount to Meridian Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Butler/Till Employee Stock Ownership Plan in NY (353 participants, $120M 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 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.