401(k) · DOL Form 5500 · 2023

Melton & Melton, LLP 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
107
Participants Small participant base
82nd
Percentile by assets National rank
$345,603
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Melton & Melton Salary Deferral Plan and Trust · Sponsored by Melton & Melton, LLP · Texas · Professional & Technical Services

$37M in assets, 107 participants

Melton & Melton, LLP's Melton & Melton Salary Deferral Plan and Trust reported $37M in total assets and 107 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,826 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Melton & Melton Salary Deferral Plan and Trust covers 107 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $37M.

#16,826
in Professional & Technical Services (20,321 peers)
+23.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Melton & Melton Salary Deferral Plan and Trust's outsized position by total assets

Melton & Melton Salary Deferral Plan and Trust vs every filed plan by assets

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

$36,979,564 Top 18% higher than 82% 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

Melton & Melton Salary Deferral 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. Melton & Melton Salary Deferral Plan and Trust sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Melton & Melton Salary Deferral Plan and Trust reported net income rose from -$5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Melton & Melton Salary Deferral Plan and Trust end-of-year assets rose from $30M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Melton & Melton Salary Deferral Plan and Trust reported participants rose from 102 in the plan year 2022 filing to 107 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 741550819 · Melton & Melton, LLP PY 2023 · 401(k)

Melton & Melton Salary Deferral Plan and Trust · $37M · 107 · 82nd

  • VS-ST $37M
  • VS-ST 107
  • VS-ST 82nd
  • VS-ST 401(k)
  • VS-ST near National Keystone Products Co., Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #16826

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 Texas →

Melton & Melton Salary Deferral Plan and Trust in the asset neighbourhood

Ai2 401(k) Plan$37MMelton & Melton Salary Deferral Plan and TrustMelton & Melton Salary Defer…$37MNational Keystone Products Co., Inc. 401(k) Profit Sharing PlanNational Keystone Products C…$37MCullen and Dykman Savings Plan IICullen and Dykman Savings Pl…$37MRangewater 401(k) Plan$37M
End-of-year total assets ($M) among Melton & Melton Salary Deferral Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$37M
Net Income$7M
Employer EIN741550819
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Melton & Melton, LLP)

Sponsor-wide plan assets over time

All Melton & Melton, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$42M 39.6114674576949% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.9M $41.8M ▲ +39.6%
Year Plans Participants Total Assets
2022 1 102 $30M
2023 1 107 $37M
2024 1 125 $42M

Nearby 401(k) Plans in Texas

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

Melton & Melton Salary Deferral Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Melton & Melton Salary Deferral Plan and Trust, Total assets ($B): 0.036979564 · Participants: 107Melton & Melton Salary Deferral Plan and TrustAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Melton & Melton Salary Deferral Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Melton & Melton Salary Deferral Plan and Trust side-by-side with 3 peers →

Melton & Melton Salary Deferral Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is National Keystone Products Co., Inc. 401(k) Profit Sharing Plan in NJ ($37M); by covered participants it is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Melton & Melton Salary Deferral Plan and Trust assets move in 2023? ▼
Melton & Melton Salary Deferral Plan and Trust grew sharply - up 23.6% during 2023, from $30M to $37M. Reported net income was $7M.
How have Melton & Melton, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Melton & Melton, LLP's sponsor-wide assets grew 39.6%, from $30M to $42M.
Where does Melton & Melton Salary Deferral Plan and Trust rank by assets among Form 5500 filers? ▼
Melton & Melton Salary Deferral Plan and Trust ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Melton & Melton Salary Deferral Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is National Keystone Products Co., Inc. 401(k) Profit Sharing Plan in NJ ($37M, 549 participants).
Which 401(k) plans cover a similar participant headcount to Melton & Melton Salary Deferral Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 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 741550819.

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.