401(k) · DOL Form 5500 · 2023

Meridian Group Inc 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
180
Participants Small participant base
62nd
Percentile by assets National rank
$65,481
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Meridian Group 401(k) Savings Plan · Sponsored by Meridian Group Inc · Wisconsin · Real Estate

$12M in assets, 180 participants

Meridian Group Inc's Meridian Group 401(k) Savings Plan reported $12M in total assets and 180 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,736 in Real Estate (4,727 peers)

Coverage in Wisconsin

Meridian Group 401(k) Savings Plan covers 180 participants in Wisconsin, about 32% of the average Wisconsin filer (state average ~563 per filing). Assets: $12M.

#3,736
in Real Estate (4,727 peers)
+20.8%
assets growth YoY

Meridian Group 401(k) Savings Plan's mid-pack asset rank among Real Estate and all filers

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

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

$11,786,553 Top 38% higher than 62% 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 Group 401(k) Savings 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 Group 401(k) Savings Plan sits mid-pack in the medium band (180 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Meridian Group 401(k) Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Meridian Group 401(k) Savings Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391619028 · Meridian Group Inc PY 2023 · 401(k)

Meridian Group 401(k) Savings Plan · $12M · 180 · 62nd

  • SCH $12M
  • SCH 180
  • SCH 62nd
  • SCH 401(k)
  • SCH near Early Learning Coalition of Miami Dade-Monroe Retirement Plan & Trust
  • SCH ind #3736

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 Real Estate retirement plans → · Plans in Wisconsin →

Meridian Group 401(k) Savings Plan in the asset neighbourhood

Meridian Group 401(k) Savings PlanMeridian Group 401(k) Saving…$12MEarly Learning Coalition of Miami Dade-Monroe Retirement Plan & TrustEarly Learning Coalition of …$12MHeart Institute of East Texas P. a. Employees Retirement PlanHeart Institute of East Texa…$12MIvx Health 401(k) Plan$12MHarlem Children's Zone, Inc. Profit Sharing PlanHarlem Children's Zone, Inc.…$12M
End-of-year total assets ($M) among Meridian Group 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN391619028
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Meridian Group Inc)

Sponsor-wide plan assets over time

All Meridian Group Inc plans reported in each filing year

Latest sponsor-wide plan assets
$13M 32.08238575835154% vs 2022
2024 filing year
$9M$10M$11M$12M$13M$14M 202220232024 $9.76M $12.9M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 181 $10M
2023 1 180 $12M
2024 1 179 $13M

Nearby 401(k) Plans in Wisconsin

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

Meridian Group 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Meridian Group 401(k) Savings Plan, Total assets ($B): 0.011786553 · Participants: 180Meridian Group 401(k) Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Meridian Group 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Meridian Group 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Early Learning Coalition of Miami Dade-Monroe Retirement Plan & Trust in FL ($12M); by covered participants it is Hass-Anderson Construction Profit Sharing 401(k) Plan in TX (180 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (180 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 Group 401(k) Savings Plan assets move in 2023? ▼
Meridian Group 401(k) Savings Plan grew sharply - up 20.8% during 2023, from $10M to $12M. Reported net income was $2M.
How have Meridian Group Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Meridian Group Inc's sponsor-wide assets grew 32.1%, from $10M to $13M.
Which 401(k) plans are similar in size to Meridian Group 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Early Learning Coalition of Miami Dade-Monroe Retirement Plan & Trust in FL ($12M, 299 participants).
Which 401(k) plans cover a similar participant headcount to Meridian Group 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hass-Anderson Construction Profit Sharing 401(k) Plan in TX (180 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 391619028.

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.