ESOP · DOL Form 5500 · 2023

Meravic, Inc. ESOP

Data updated 2026-08-25

$94K
Total assets Small plan by assets
33
Participants Small participant base
6th
Percentile by assets National rank
$2,853
Avg per participant Low balance/head
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Official DOL plan name: Meravic, Inc. Employee Stock Ownership Plan · Sponsored by Meravic, Inc. · Missouri · Wholesale Trade

$94K in assets, 33 participants

Meravic, Inc.'s Meravic, Inc. Employee Stock Ownership Plan reported $94K in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 6th 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.

  • #177 in Wholesale Trade (6,309 peers)

Meravic, Inc. multi-year trail

Meravic, Inc.'s plans moved -63.3% in assets from 2022 to 2024; this filing shows Meravic, Inc. Employee Stock Ownership Plan at $94K / 33 participants.

#177
in Wholesale Trade (6,309 peers)
-39.1%
assets change YoY

The plan reported a net loss of $61K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Meravic, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Meravic, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$94,164 6th percentile higher than 6% 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

Meravic, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Meravic, Inc. Employee Stock Ownership Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Meravic, Inc. Employee Stock Ownership Plan reported net income rose from -$255K in the plan year 2022 filing to -$61K in the plan year 2023 filing.
  • Meravic, Inc. Employee Stock Ownership Plan end-of-year assets fell from $155K in the plan year 2022 filing to $94K in the plan year 2023 filing.
  • Meravic, Inc. Employee Stock Ownership Plan reported participants fell from 40 in the plan year 2022 filing to 33 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 431201439 · Meravic, Inc. PY 2023 · ESOP

Meravic, Inc. Employee Stock Ownership Plan · $94K · 33 · 6th

  • ASSETS $94K
  • PCT 33
  • EIN 6th
  • RANK ESOP
  • PHOTO near Northern Metal Fab, Inc. Employee Stock Ownership Plan
  • IND ind #177

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 What is an ESOP? → · Plans in Missouri →

Meravic, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Total Quality Systems, Inc. ESOPTotal Quality Systems, Inc. …$99KHome Science Tools Employee Stock Ownership PlanHome Science Tools Employee …$100KMeravic, Inc. Employee Stock Ownership PlanMeravic, Inc. Employee Stock…$94KNorthern Metal Fab, Inc. Employee Stock Ownership PlanNorthern Metal Fab, Inc. Emp…$94KAuburn Savings Bank, Fsb Employee Stock Ownership PlanAuburn Savings Bank, Fsb Emp…$95K
End-of-year total assets ($M) among Meravic, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Meravic, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Meravic, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$57K 63.31765131638469% vs 2022
2024 filing year
$0.05M$0.1M$0.15M$0.2M 202220232024 $0.15M $0.06M ▼ -60.0%
Year Plans Participants Total Assets
2022 1 40 $155K
2023 1 33 $94K
2024 1 31 $57K

Meravic, Inc. filing trail (2023)

Total Assets (Beginning of Year)$155K
Net Assets (End of Year)$94K
Net Income-$61K
Employer EIN431201439
Plan Effective Date1999-06-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Missouri

Peer ESOP plans, same state, same plan type, ranked by total assets.

Meravic, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Meravic, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000094164 · Participants: 33Meravic, Inc. Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.708605759 · Participants: 8553Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.489427066 · Participants: 3651Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.442677383 · Participants: 560Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.429385855 · Participants: 2457Je Dunn Employee Stock Ownership Plan and TrustEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.312725972 · Participants: 1947Emery Sapp Employee Stock Ownership Plan
Meravic, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Meravic, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Meravic, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Northern Metal Fab, Inc. Employee Stock Ownership Plan in WI ($94K); by covered participants it is Mcfarling Foods, Inc. Employee Stock Ownership Plan II in IN (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Meravic, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Meravic, Inc. Employee Stock Ownership Plan contracted severely - down 39.1% during 2023, from $155K to $94K. Reported net income was -$61K.
How have Meravic, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Meravic, Inc.'s sponsor-wide assets declined 63.3%, from $155K to $57K.
Where does Meravic, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Meravic, Inc. Employee Stock Ownership Plan ranks in the 6th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Meravic, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Northern Metal Fab, Inc. Employee Stock Ownership Plan in WI ($94K, 48 participants).
Which ESOP plans cover a similar participant headcount to Meravic, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mcfarling Foods, Inc. Employee Stock Ownership Plan II in IN (33 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 431201439.

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.