401(k) · DOL Form 5500 · 2023

Meritage Medical Network 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
157
Participants Small participant base
64th
Percentile by assets National rank
$80,544
Avg per participant Below avg balance/head
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Official DOL plan name: Meritage Medical Network 401(k) Profit Sharing Plan and Trust · Sponsored by Meritage Medical Network · California · Finance & Insurance

$13M in assets, 157 participants

Meritage Medical Network's Meritage Medical Network 401(k) Profit Sharing Plan and Trust reported $13M in total assets and 157 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,308 in Finance & Insurance (8,869 peers)

Coverage in California

Meritage Medical Network 401(k) Profit Sharing Plan and Trust covers 157 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $13M.

#4,308
in Finance & Insurance (8,869 peers)
+31.3%
assets growth YoY

Meritage Medical Network 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Meritage Medical Network 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$12,645,362 Top 36% higher than 64% 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

Meritage Medical Network 401(k) Profit Sharing Plan and Trust 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. Meritage Medical Network 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Meritage Medical Network 401(k) Profit Sharing Plan and Trust reported net income rose from -$8K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Meritage Medical Network 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Meritage Medical Network 401(k) Profit Sharing Plan and Trust reported participants rose from 145 in the plan year 2022 filing to 157 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 942786503 · Meritage Medical Network PY 2023 · 401(k)

Meritage Medical Network 401(k) Profit Sharing Plan and Trust · $13M · 157 · 64th

  • TYPE $13M
  • TYPE 157
  • TYPE 64th
  • TYPE 401(k)
  • TYPE near On the Border 401(k) Savings Plan
  • TYPE ind #4308

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 Finance & Insurance retirement plans → · Plans in California →

Meritage Medical Network 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Meritage Medical Network 401(k) Profit Sharing Plan and TrustMeritage Medical Network 401…$13MOn the Border 401(k) Savings PlanOn the Border 401(k) Savings…$13MCommercial Trailer Leasing, Inc. Employee Stock Ownership 401(k) PlanCommercial Trailer Leasing, …$13MRusmur Floors Inc 401(k) Profit Sharing Plan & TrustRusmur Floors Inc 401(k) Pro…$13MGeneral Distributing Company 401(k) Profit Sharing PlanGeneral Distributing Company…$13M
End-of-year total assets ($M) among Meritage Medical Network 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN942786503
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Meritage Medical Network)

Sponsor-wide plan assets over time

All Meritage Medical Network plans reported in each filing year

Latest sponsor-wide plan assets
$13M 37.50444189041873% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.63M $13.3M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 145 $10M
2023 1 157 $13M
2024 1 124 $13M

Nearby 401(k) Plans in California

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

Meritage Medical Network 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Meritage Medical Network 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.012645362 · Participants: 157Meritage Medical Network 401(k) Profit Sharing Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Meritage Medical Network 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Meritage Medical Network 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Meritage Medical Network 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is On the Border 401(k) Savings Plan in TX ($13M); by covered participants it is Atticus Bakery, LLC 401(k) Profit Sharing Plan in CT (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 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 Meritage Medical Network 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Meritage Medical Network 401(k) Profit Sharing Plan and Trust surged - up 31.3% during 2023, from $10M to $13M. Reported net income was $3M.
How have Meritage Medical Network plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Meritage Medical Network's sponsor-wide assets grew 37.5%, from $10M to $13M.
Which 401(k) plans are similar in size to Meritage Medical Network 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is On the Border 401(k) Savings Plan in TX ($13M, 2,331 participants).
Which 401(k) plans cover a similar participant headcount to Meritage Medical Network 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Atticus Bakery, LLC 401(k) Profit Sharing Plan in CT (157 participants, $3M 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 942786503.

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.