401(k) · DOL Form 5500 · 2023

Meruelo Group LLC 401(k) Plan

Data updated 2026-08-11

$109M
Total assets
3,047
Participants
92nd
Percentile by assets
$35,852
Avg per participant
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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.

  • 92nd percentile by assets (of 127,072 plans)
  • #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.

$109M
total plan assets (2023 EOY)
3,047
covered participants
92nd
percentile by assets (of 127,072 plans)
$35,852
avg assets per participant

Where Meruelo Group 401(k) Plan and Trust sits 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

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

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Meruelo Group 401(k) Plan and Trust reports 3,047 participants - 4.8x that state average ($109M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$109M
Net Income$21M
Employer EIN901017707
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Meruelo Group LLC)

$105M$110M$115M$120M$125M$130M 20232024 $109M $125M ▲ +14.0%
Total plan assets by year, all Meruelo Group LLC plans on file
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.

Meruelo Group 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Meruelo Group 401(k)…, Total assets ($B): 0.109240438 · Participants: 3047Meruelo Group 401(k)…Wells Fargo & Compan…, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Meruelo Group 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Meruelo Group 401(k) Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Meruelo Group 401(k) Plan and Trust assets move in 2023?
Meruelo Group 401(k) Plan and Trust grew sharply - up 24.3% during 2023, from $88M to $109M. Reported net income was $21M.
How have Meruelo Group LLC plan assets changed over time?
Across 2 plan years on file (2023-2024), Meruelo Group LLC's sponsor-wide assets grew 14.0%, from $109M to $125M.
Where does Meruelo Group 401(k) Plan and Trust rank by assets among Form 5500 filers?
Meruelo Group 401(k) Plan and Trust ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Meruelo Group 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Forum Energy Technologies, Inc. 401(k) Plan in TX ($109M, 1,058 participants).

Filing takeaways

Ways to act on Meruelo Group 401(k) Plan and Trust's numbers.