401(k) · DOL Form 5500 · 2023

Meketa Investment Group, Inc. 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
247
Participants Below avg headcount
85th
Percentile by assets National rank
$193,856
Avg per participant Above avg balance/head
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Official DOL plan name: Meketa Investment Group, Inc. Profit Sharing Plan · Sponsored by Meketa Investment Group, Inc. · Massachusetts · Professional & Technical Services

$48M in assets, 247 participants

Meketa Investment Group, Inc.'s Meketa Investment Group, Inc. Profit Sharing Plan reported $48M in total assets and 247 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,512 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Meketa Investment Group, Inc. Profit Sharing Plan covers 247 participants in Massachusetts, about 38% of the average Massachusetts filer (state average ~659 per filing). Assets: $48M.

#17,512
in Professional & Technical Services (20,321 peers)
+21.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Meketa Investment Group, Inc. Profit Sharing Plan's outsized position by total assets

Meketa Investment Group, Inc. Profit Sharing Plan vs every filed plan by assets

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

$47,882,521 Top 15% higher than 85% 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

Meketa Investment Group, Inc. Profit Sharing 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. Meketa Investment Group, Inc. Profit Sharing Plan sits mid-pack in the medium band (247 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Meketa Investment Group, Inc. Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Meketa Investment Group, Inc. Profit Sharing Plan end-of-year assets rose from $39M in the plan year 2022 filing to $48M in the plan year 2023 filing.
  • Meketa Investment Group, Inc. Profit Sharing Plan reported participants rose from 226 in the plan year 2022 filing to 247 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042659023 · Meketa Investment Group, Inc. PY 2023 · 401(k)

Meketa Investment Group, Inc. Profit Sharing Plan · $48M · 247 · 85th

  • VS-ST $48M
  • VS-ST 247
  • VS-ST 85th
  • VS-ST 401(k)
  • VS-ST near M. Management, Inc. 401(k) Plan
  • VS-ST ind #17512

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Meketa Investment Group, Inc. Profit Sharing Plan in the asset neighbourhood

Meketa Investment Group, Inc. Profit Sharing PlanMeketa Investment Group, Inc…$48MM. Management, Inc. 401(k) PlanM. Management, Inc. 401(k) P…$48MKs Industries, LP 401(k) Plan$48MEngland, Thims & Miller, Inc. 401(k) PlanEngland, Thims & Miller, Inc…$48MGlaziers Architectural Metal & Glassworkers Local 513, Division a, Glaziers Unit 401(k) and Supplemental Retirement PlanGlaziers Architectural Metal…$48M
End-of-year total assets ($M) among Meketa Investment Group, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$48M
Net Income$9M
Employer EIN042659023
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Meketa Investment Group, Inc.)

Sponsor-wide plan assets over time

All Meketa Investment Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$56M 43.18309622990214% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $39.3M $56.3M ▲ +43.2%
Year Plans Participants Total Assets
2022 1 226 $39M
2023 1 247 $48M
2024 1 244 $56M

Nearby 401(k) Plans in Massachusetts

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

Meketa Investment Group, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Meketa Investment Group, Inc. Profit Sharing Plan, Total assets ($B): 0.047882521 · Participants: 247Meketa Investment Group, Inc. Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Meketa Investment Group, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Meketa Investment Group, Inc. Profit Sharing Plan side-by-side with 3 peers →

Meketa Investment Group, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is M. Management, Inc. 401(k) Plan in NJ ($48M); by covered participants it is Firstcapital Bank of Texas, N. a. in TX (247 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (247 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 Meketa Investment Group, Inc. Profit Sharing Plan assets move in 2023? ▼
Meketa Investment Group, Inc. Profit Sharing Plan grew sharply - up 21.8% during 2023, from $39M to $48M. Reported net income was $9M.
How have Meketa Investment Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Meketa Investment Group, Inc.'s sponsor-wide assets grew 43.2%, from $39M to $56M.
Where does Meketa Investment Group, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Meketa Investment Group, Inc. Profit Sharing Plan ranks in the 85th 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 Meketa Investment Group, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is M. Management, Inc. 401(k) Plan in NJ ($48M, 726 participants).
Which 401(k) plans cover a similar participant headcount to Meketa Investment Group, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Firstcapital Bank of Texas, N. a. in TX (247 participants, N/A 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 042659023.

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.