401(k) · DOL Form 5500 · 2023

Meridian Trust Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
116
Participants Small participant base
49th
Percentile by assets National rank
$55,111
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Meridian Trust Federal Credit Union Retirement Savings Plan · Sponsored by Meridian Trust Federal Credit Union · Wyoming · Finance & Insurance

$6M in assets, 116 participants

Meridian Trust Federal Credit Union's Meridian Trust Federal Credit Union Retirement Savings Plan reported $6M in total assets and 116 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #3,120 in Finance & Insurance (8,869 peers)

Meridian Trust Federal Credit Union multi-year trail

Meridian Trust Federal Credit Union's plans moved +30.5% in assets from 2022 to 2024; this filing shows Meridian Trust Federal Credit Union Retirement Savings Plan at $6M / 116 participants.

#3,120
in Finance & Insurance (8,869 peers)
+1.6%
assets growth YoY

Meridian Trust Federal Credit Union Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Meridian Trust Federal Credit Union Retirement Savings Plan vs every filed plan by assets

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

$6,392,895 49th percentile higher than 49% 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 Trust Federal Credit Union Retirement 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 Trust Federal Credit Union Retirement Savings Plan sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Meridian Trust Federal Credit Union Retirement Savings Plan reported net income rose from -$981K in the plan year 2022 filing to $101K in the plan year 2023 filing.
  • Meridian Trust Federal Credit Union Retirement Savings Plan reported participants rose from 99 in the plan year 2022 filing to 116 in the plan year 2023 filing.
  • Meridian Trust Federal Credit Union Retirement Savings Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 830179749 · Meridian Trust Federal Credit Union PY 2023 · 401(k)

Meridian Trust Federal Credit Union Retirement Savings Plan · $6M · 116 · 49th

  • BOY $6M
  • SCH 116
  • EBSA 49th
  • PART 401(k)
  • TYPE near Maximum Technology Corporation 401(k) Plan
  • NET ind #3120

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 Wyoming →

Meridian Trust Federal Credit Union Retirement Savings Plan in the asset neighbourhood

Meridian Trust Federal Credit Union Retirement Savings PlanMeridian Trust Federal Credi…$6MMaximum Technology Corporation 401(k) PlanMaximum Technology Corporati…$6MSherwood Design Engineers 401(k) Profit Sharing PlanSherwood Design Engineers 40…$6MMarina Landscape, Inc. Employees 401(k) Profit Sharing PlanMarina Landscape, Inc. Emplo…$6MPliancy 401(k) Plan$6M
End-of-year total assets ($M) among Meridian Trust Federal Credit Union Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Meridian Trust Federal Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Meridian Trust Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$8M 30.476451603417683% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.29M $8.21M ▲ +30.5%
Year Plans Participants Total Assets
2022 1 99 $6M
2023 1 116 $6M
2024 1 100 $8M

Meridian Trust Federal Credit Union filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$101K
Employer EIN830179749
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wyoming

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

Meridian Trust Federal Credit Union Retirement Savings Plan vs. nearby 401(k) plans in Wyoming, assets vs. participants Scatter plot of 6 data points. 050010001500 -50050100150200 Total assets ($M) Participants Meridian Trust Federal Credit Union Retirement Savings Plan, Total assets ($M): 6.392895 · Participants: 116Meridian Trust Federal Credit Union Retirement Savings PlanAdmiral Beverage Corporation 401(k) Plan, Total assets ($M): 156.224282 · Participants: 1354Admiral Beverage Corporation 401(k) PlanWyoming Machinery Company Profit Sharing 401(k) Plan, Total assets ($M): 136.372631 · Participants: 728Wyoming Machinery Company Profit Sharing 401(k) PlanTrihydro Corporation 401(k) Plan, Total assets ($M): 102.846284 · Participants: 539Trihydro Corporation 401(k) PlanTrue Companies Employees' 401(k) Savings Plan, Total assets ($M): 63.309064 · Participants: 950True Companies Employees' 401(k) Savings PlanNeiman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($M): 43.885561 · Participants: 493Neiman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust
Meridian Trust Federal Credit Union Retirement Savings Plan vs. nearby 401(k) plans in Wyoming, assets vs. participants
Compare Meridian Trust Federal Credit Union Retirement Savings Plan side-by-side with 3 peers →

Meridian Trust Federal Credit Union Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wyoming, the nearest 401(k) by assets is Maximum Technology Corporation 401(k) Plan in AL ($6M); by covered participants it is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Trust Federal Credit Union Retirement Savings Plan assets move in 2023? ▼
Meridian Trust Federal Credit Union Retirement Savings Plan edged up modestly - up 1.6% during 2023, from $6M to $6M. Reported net income was $101K.
How have Meridian Trust Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Meridian Trust Federal Credit Union's sponsor-wide assets grew 30.5%, from $6M to $8M.
Which 401(k) plans are similar in size to Meridian Trust Federal Credit Union Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Maximum Technology Corporation 401(k) Plan in AL ($6M, 43 participants).
Which 401(k) plans cover a similar participant headcount to Meridian Trust Federal Credit Union Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 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 830179749.

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.