Other · DOL Form 5500 · 2023

Meals on Wheels and More, Inc. Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
234
Participants Below avg headcount
47th
Percentile by assets National rank
$24,230
Avg per participant Low balance/head
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Official DOL plan name: Employee Benefit Plan of Meals on Wheels and More, Inc. · Sponsored by Meals on Wheels and More, Inc. · Texas · Healthcare & Social Assistance

$6M in assets, 234 participants

Meals on Wheels and More, Inc.'s Employee Benefit Plan of Meals on Wheels and More, Inc. reported $6M in total assets and 234 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,069 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Employee Benefit Plan of Meals on Wheels and More, Inc. covers 234 participants in Texas, about 34% of the average Texas filer (state average ~688 per filing). Assets: $6M.

#9,069
in Healthcare & Social Assistance (17,684 peers)
+24.6%
assets growth YoY

Employee Benefit Plan of Meals on Wheels and More, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

Employee Benefit Plan of Meals on Wheels and More, Inc. vs every filed plan by assets

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

$5,669,914 47th percentile higher than 47% 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

Employee Benefit Plan of Meals on Wheels and More, Inc. 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. Employee Benefit Plan of Meals on Wheels and More, Inc. sits mid-pack in the medium band (234 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employee Benefit Plan of Meals on Wheels and More, Inc. reported net income rose from -$375K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Employee Benefit Plan of Meals on Wheels and More, Inc. end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Employee Benefit Plan of Meals on Wheels and More, Inc. reported participants rose from 227 in the plan year 2022 filing to 234 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 237202594 · Meals on Wheels and More, Inc. PY 2023 · Other

Employee Benefit Plan of Meals on Wheels and More, Inc. · $6M · 234 · 47th

  • RANK $6M
  • RANK 234
  • RANK 47th
  • RANK Other
  • RANK near Sage Ridge School Defined Contribution Retirement Plan
  • RANK ind #9069

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Employee Benefit Plan of Meals on Wheels and More, Inc. in the asset neighbourhood

Occupational Training Center of Burlington County, Inc. 403(b) PlanOccupational Training Center…$6MUpper Bay 403(b) Plan$6MEmployee Benefit Plan of Meals on Wheels and More, Inc.Employee Benefit Plan of Mea…$6MSage Ridge School Defined Contribution Retirement PlanSage Ridge School Defined Co…$6MNinnescah Valley Health Systems Retirement PlanNinnescah Valley Health Syst…$6M
End-of-year total assets ($M) among Employee Benefit Plan of Meals on Wheels and More, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN237202594
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Meals on Wheels and More, Inc.)

Sponsor-wide plan assets over time

All Meals on Wheels and More, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 29.44041147558918% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.55M $5.89M ▲ +29.5%
Year Plans Participants Total Assets
2022 1 227 $5M
2023 1 234 $6M
2024 1 276 $6M

Nearby Other Plans in Texas

Peer Other plans, same state, same plan type, ranked by total assets.

Employee Benefit Plan of Meals on Wheels and More, Inc. vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Employee Benefit Plan of Meals on Wheels and More, Inc., Total assets ($B): 0.005669914 · Participants: 234Employee Benefit Plan of Meals on Wheels and More, Inc.Memorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.784471529 · Participants: 30949Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 2.483619821 · Participants: 29975The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.920721689 · Participants: 12679Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.837550608 · Participants: 15456The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.54942102 · Participants: 2831Southwest Research Institute Retirement Plan
Employee Benefit Plan of Meals on Wheels and More, Inc. vs. nearby Other plans in Texas, assets vs. participants
Compare Employee Benefit Plan of Meals on Wheels and More, Inc. side-by-side with 3 peers →

Employee Benefit Plan of Meals on Wheels and More, Inc.'s out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Sage Ridge School Defined Contribution Retirement Plan in NV ($6M); by covered participants it is Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan in NJ (234 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (234 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 Employee Benefit Plan of Meals on Wheels and More, Inc. assets move in 2023? ▼
Employee Benefit Plan of Meals on Wheels and More, Inc. grew sharply - up 24.6% during 2023, from $5M to $6M. Reported net income was $1M.
How have Meals on Wheels and More, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Meals on Wheels and More, Inc.'s sponsor-wide assets grew 29.4%, from $5M to $6M.
Which Other plans are similar in size to Employee Benefit Plan of Meals on Wheels and More, Inc.? ▼
Among Other plans in other states, the closest by assets is Sage Ridge School Defined Contribution Retirement Plan in NV ($6M, 50 participants).
Which Other plans cover a similar participant headcount to Employee Benefit Plan of Meals on Wheels and More, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan in NJ (234 participants, $99M 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 237202594.

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.