401(k) · DOL Form 5500 · 2023

Mesa Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$119M
Total assets Near avg plan size
1,008
Participants Near avg headcount
92nd
Percentile by assets National rank
$117,958
Avg per participant Below avg balance/head
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Official DOL plan name: Mesa Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Mesa Associates, Inc. · Alabama · Professional & Technical Services

$119M in assets, 1,008 participants

Mesa Associates, Inc.'s Mesa Associates, Inc. 401(k) Profit Sharing Plan reported $119M in total assets and 1,008 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #19,005 in Professional & Technical Services (20,321 peers)

Coverage in Alabama

Mesa Associates, Inc. 401(k) Profit Sharing Plan covers 1,008 participants in Alabama, 2.8x the typical Alabama plan (state average ~360 per filing). Assets: $119M.

#19,005
in Professional & Technical Services (20,321 peers)
+20.8%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Mesa Associates, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Mesa Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$118,901,849 Top 8% higher than 92% 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

Mesa Associates, Inc. 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mesa Associates, Inc. 401(k) Profit Sharing Plan lands in the large band (1,008 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mesa Associates, Inc. 401(k) Profit Sharing Plan reported net income rose from -$12M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Mesa Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $98M in the plan year 2022 filing to $119M in the plan year 2023 filing.
  • Mesa Associates, Inc. 401(k) Profit Sharing Plan reported participants rose from 846 in the plan year 2022 filing to 1,008 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 631029698 · Mesa Associates, Inc. PY 2023 · 401(k)

Mesa Associates, Inc. 401(k) Profit Sharing Plan · $119M · 1,008 · 92nd

  • VS-ST $119M
  • BOY 1,008
  • SCH 92nd
  • EBSA 401(k)
  • PART near The Rmr Group LLC 401(k) Retirement Plan
  • TYPE ind #19005

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 Professional & Technical Services retirement plans → · Plans in Alabama →

Mesa Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Emergency Physicians of Tidewater, PLC 401(k) & Profit Sharing PlanEmergency Physicians of Tide…$119MAir Line Pilots Association, International Deferred Savings Plan Bargaining Professional Admin Emp.Air Line Pilots Association,…$119MGroupon, Inc. 401(k) Savings PlanGroupon, Inc. 401(k) Savings…$119MMesa Associates, Inc. 401(k) Profit Sharing PlanMesa Associates, Inc. 401(k)…$119MThe Rmr Group LLC 401(k) Retirement PlanThe Rmr Group LLC 401(k) Ret…$119M
End-of-year total assets ($M) among Mesa Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$98M
Net Assets (End of Year)$119M
Net Income$20M
Employer EIN631029698
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mesa Associates, Inc.)

Sponsor-wide plan assets over time

All Mesa Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$136M 37.72675006010702% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $98.5M $136M ▲ +37.7%
Year Plans Participants Total Assets
2022 1 846 $98M
2023 1 1,008 $119M
2024 1 1,073 $136M

Nearby 401(k) Plans in Alabama

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

Mesa Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Mesa Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.118901849 · Participants: 1008Mesa Associates, Inc. 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Mesa Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Mesa Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Mesa Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is The Rmr Group LLC 401(k) Retirement Plan in MA ($119M); by covered participants it is Ovintiv U.S. Retirement Plan in CO (1,008 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,008 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 Mesa Associates, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Mesa Associates, Inc. 401(k) Profit Sharing Plan grew sharply - up 20.8% during 2023, from $98M to $119M. Reported net income was $20M.
How have Mesa Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mesa Associates, Inc.'s sponsor-wide assets grew 37.7%, from $98M to $136M.
Where does Mesa Associates, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Mesa Associates, Inc. 401(k) Profit Sharing Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Mesa Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Rmr Group LLC 401(k) Retirement Plan in MA ($119M, 610 participants).
Which 401(k) plans cover a similar participant headcount to Mesa Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ovintiv U.S. Retirement Plan in CO (1,008 participants, $506M 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 631029698.

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.