401(k) · DOL Form 5500 · 2023

Meridian Capital Group, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
444
Participants Below avg headcount
72nd
Percentile by assets National rank
$44,263
Avg per participant Low balance/head
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Official DOL plan name: Meridian Capital Group, LLC 401(k) Profit Sharing Plan · Sponsored by Meridian Capital Group, LLC · New York · Finance & Insurance

$20M in assets, 444 participants

Meridian Capital Group, LLC's Meridian Capital Group, LLC 401(k) Profit Sharing Plan reported $20M in total assets and 444 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #5,213 in Finance & Insurance (8,869 peers)

Meridian Capital Group, LLC multi-year trail

Meridian Capital Group, LLC's plans moved +19.2% in assets from 2022 to 2024; this filing shows Meridian Capital Group, LLC 401(k) Profit Sharing Plan at $20M / 444 participants.

#5,213
in Finance & Insurance (8,869 peers)
+17.9%
assets growth YoY

Meridian Capital Group, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Meridian Capital Group, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$19,652,602 Top 28% higher than 72% 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 Capital Group, LLC 401(k) Profit Sharing 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 Capital Group, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (444 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Meridian Capital Group, LLC 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Meridian Capital Group, LLC 401(k) Profit Sharing Plan reported participants rose from 358 in the plan year 2022 filing to 444 in the plan year 2023 filing.
  • Meridian Capital Group, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 522165605 · Meridian Capital Group, LLC PY 2023 · 401(k)

Meridian Capital Group, LLC 401(k) Profit Sharing Plan · $20M · 444 · 72nd

  • 5500 $20M
  • 5500 444
  • 5500 72nd
  • 5500 401(k)
  • 5500 near Kennesaw Motor Sales, Inc. Dba Cobb County Toyota 401(k) Plan
  • 5500 ind #5213

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 New York →

Meridian Capital Group, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Meridian Capital Group, LLC 401(k) Profit Sharing PlanMeridian Capital Group, LLC …$20MKennesaw Motor Sales, Inc. Dba Cobb County Toyota 401(k) PlanKennesaw Motor Sales, Inc. D…$20MMechanical Contractors, LLC 401(k) PlanMechanical Contractors, LLC …$20MTunnell Companies, L.P. 401(k) Profit Sharing PlanTunnell Companies, L.P. 401(…$20MAssociated Urologists of North Carolina, P.a. Employees 401(k) Profit Sharing PlanAssociated Urologists of Nor…$20M
End-of-year total assets ($M) among Meridian Capital Group, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Meridian Capital Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Meridian Capital Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 19.164517157943816% vs 2022
2024 filing year
$16M$17M$18M$19M$20M$21M 202220232024 $16.7M $19.9M ▲ +19.2%
Year Plans Participants Total Assets
2022 1 358 $17M
2023 1 444 $20M
2024 1 395 $20M

Meridian Capital Group, LLC filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN522165605
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Meridian Capital Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Meridian Capital Group, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.019652602 · Participants: 444Meridian Capital Group, LLC 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Meridian Capital Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Meridian Capital Group, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Meridian Capital Group, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Kennesaw Motor Sales, Inc. Dba Cobb County Toyota 401(k) Plan in GA ($20M); by covered participants it is Hanna Steel Corporation Profit Sharing Plan in AL (444 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (444 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 Capital Group, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Meridian Capital Group, LLC 401(k) Profit Sharing Plan grew sharply - up 17.9% during 2023, from $17M to $20M. Reported net income was $3M.
How have Meridian Capital Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Meridian Capital Group, LLC's sponsor-wide assets grew 19.2%, from $17M to $20M.
Which 401(k) plans are similar in size to Meridian Capital Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kennesaw Motor Sales, Inc. Dba Cobb County Toyota 401(k) Plan in GA ($20M, 234 participants).
Which 401(k) plans cover a similar participant headcount to Meridian Capital Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hanna Steel Corporation Profit Sharing Plan in AL (444 participants, $37M 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 522165605.

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.