401(k) · DOL Form 5500 · 2023
Meruelo Group LLC 401(k) Plan
Data updated 2026-08-25
- $109M
- Total assets Near avg plan size
- 3,047
- Participants Above avg headcount
- 92nd
- Percentile by assets National rank
- $35,852
- Avg per participant Low balance/head
Official DOL plan name: Meruelo Group 401(k) Plan and Trust · Sponsored by Meruelo Group LLC · California · Management of Enterprises
$109M in assets, 3,047 participants
Meruelo Group LLC's Meruelo Group 401(k) Plan and Trust reported $109M in total assets and 3,047 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #879 in Management of Enterprises (1,137 peers)
Coverage in California
Meruelo Group 401(k) Plan and Trust covers 3,047 participants in California, 4.8x the typical California plan (state average ~630 per filing). Assets: $109M.
- #879
- in Management of Enterprises (1,137 peers)
- +24.3%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Meruelo Group 401(k) Plan and Trust's outsized position by total assets
Meruelo Group 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$109,240,438 Top 8% higher than 92% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Meruelo Group 401(k) Plan and Trust's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Meruelo Group 401(k) Plan and Trust lands in the large band (3,047 participants).
Form 5500 schedule snapshot
Filing strip 901017707 · Meruelo Group LLC PY 2023 · 401(k)
Meruelo Group 401(k) Plan and Trust · $109M · 3,047 · 92nd
- 5500 $109M
- ASSETS 3,047
- PCT 92nd
- EIN 401(k)
- RANK near Forum Energy Technologies, Inc. 401(k) Plan
- PHOTO ind #879
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 Management of Enterprises retirement plans → · Plans in California →
Meruelo Group 401(k) Plan and Trust in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $88M |
|---|---|
| Net Assets (End of Year) | $109M |
| Net Income | $21M |
| Employer EIN | 901017707 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Meruelo Group LLC)
Sponsor-wide plan assets over time
All Meruelo Group LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $125M 13.99663556823161% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 3,047 | $109M |
| 2024 | 1 | 6,026 | $125M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Meruelo Group 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Forum Energy Technologies, Inc. 401(k) Plan in TX ($109M); by covered participants it is Employees' Profit Sharing Plus Plan of Stihl Incorporated in VA (3,049 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($109M here).
- Forum Energy Technologies, Inc. 401(k) Plan (TX) $109M · 1,058
- University Federal Credit Union 401(k) Profit Sharing Plan (TX) $109M · 807
- Populus Group, LLC 401(k) Profit Sharing Plan and Trust (MI) $109M · 5,764
- Banker Lopez Gassler P.a. 401(k) Plan (FL) $109M · 350
Similar participant headcount
Nearest other-state filings by covered participants (3,047 participants); asset peers above are excluded.
- Employees' Profit Sharing Plus Plan of Stihl Incorporated (VA) 3,049 · 2 off
- Marelli North America, Inc. 401(k) Retirement Plan (TN) 3,050 · 3 off
- Arnot Health Employee Retirement Plan (NY) 3,043 · 4 off
- Marmon Consolidated Retirement Plan (IL) 3,051 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.