401(k) · DOL Form 5500 · 2023
Merakey USA 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 282
- Participants Below avg headcount
- 43rd
- Percentile by assets National rank
- $16,720
- Avg per participant Low balance/head
Official DOL plan name: Merakey 401(k) Plan · Sponsored by Merakey USA · Pennsylvania · Healthcare & Social Assistance
$5M in assets, 282 participants
Merakey USA's Merakey 401(k) Plan reported $5M in total assets and 282 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.
- #8,275 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
Merakey 401(k) Plan covers 282 participants in Pennsylvania, about 34% of the average Pennsylvania filer (state average ~822 per filing). Assets: $5M.
- #8,275
- in Healthcare & Social Assistance (17,684 peers)
- +22.4%
- assets growth YoY
Merakey 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Merakey 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,714,927 43rd percentile higher than 43% 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
Merakey 401(k) 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. Merakey 401(k) Plan sits mid-pack in the medium band (282 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Merakey 401(k) Plan reported net income rose from -$575K in the plan year 2022 filing to $862K in the plan year 2023 filing.
- Merakey 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Merakey 401(k) Plan reported participants rose from 273 in the plan year 2022 filing to 282 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 232175924 · Merakey USA PY 2023 · 401(k)
Merakey 401(k) Plan · $5M · 282 · 43rd
- BOY $5M
- BOY 282
- BOY 43rd
- BOY 401(k)
- BOY near Focused Management, Inc. 401(k) Profit Sharing Plan
- BOY ind #8275
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 Pennsylvania →
Merakey 401(k) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $862K |
| Employer EIN | 232175924 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Merakey USA)
Sponsor-wide plan assets over time
All Merakey USA plans reported in each filing year
- Latest sponsor-wide plan assets
- $155M 21.64936632614875% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 7,362 | $128M |
| 2023 | 4 | 15,030 | $281M |
| 2024 | 1 | 6,121 | $155M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Merakey 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Focused Management, Inc. 401(k) Profit Sharing Plan in VA ($5M); by covered participants it is The Arcticom Group, LLC 401(k) Plan in CA (282 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (282 participants); asset peers above are excluded.
- The Arcticom Group, LLC 401(k) Plan (CA) 282 · 0 off
- E. O. Johnson Company, Inc. 401(k) Profit Sharing Plan (WI) 282 · 0 off
- Hall Financial Group Employee Savings Plan & Trust (TX) 282 · 0 off
- Doug Andrus Distributing LLC 401(k) Plan (ID) 282 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.