ESOP · DOL Form 5500 · 2023

Meridian Associates, Inc. ESOP

Data updated 2026-08-25

$706K
Total assets Small plan by assets
21
Participants Small participant base
21st
Percentile by assets National rank
$33,604
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Meridian Associates, Inc. Employee Stock Ownership Plan · Sponsored by Meridian Associates, Inc. · Massachusetts · Professional & Technical Services

$706K in assets, 21 participants

Meridian Associates, Inc.'s Meridian Associates, Inc. Employee Stock Ownership Plan reported $706K in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,203 in Professional & Technical Services (20,321 peers)

Meridian Associates, Inc. multi-year trail

Meridian Associates, Inc.'s plans moved -47.3% in assets from 2022 to 2024; this filing shows Meridian Associates, Inc. Employee Stock Ownership Plan at $706K / 21 participants.

#3,203
in Professional & Technical Services (20,321 peers)
-41.3%
assets change YoY

The plan reported a net loss of $324K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$705,675 21st percentile higher than 21% 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 Associates, 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. Meridian Associates, Inc. Employee Stock Ownership Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Meridian Associates, Inc. Employee Stock Ownership Plan reported net income fell from $156K in the plan year 2022 filing to -$324K in the plan year 2023 filing.
  • Meridian Associates, Inc. Employee Stock Ownership Plan end-of-year assets fell from $1M in the plan year 2022 filing to $706K in the plan year 2023 filing.
  • Meridian Associates, Inc. Employee Stock Ownership Plan reported participants fell from 24 in the plan year 2022 filing to 21 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 043071690 · Meridian Associates, Inc. PY 2023 · ESOP

Meridian Associates, Inc. Employee Stock Ownership Plan · $706K · 21 · 21st

  • RANK $706K
  • PHOTO 21
  • IND 21st
  • EOY ESOP
  • 5500 near Community Bankshares, Inc. Employee Stock Ownership and Trust
  • ASSETS ind #3203

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 Massachusetts →

Meridian Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Meridian Associates, Inc. Employee Stock Ownership PlanMeridian Associates, Inc. Em…$706KCommunity Bankshares, Inc. Employee Stock Ownership and TrustCommunity Bankshares, Inc. E…$706KIntrepid Capital Corporation Employee Stock Ownership PlanIntrepid Capital Corporation…$706KSsb Bank Employee Stock Ownership PlanSsb Bank Employee Stock Owne…$707KBirns and Sawyer, Inc. Employee Stock Ownership PlanBirns and Sawyer, Inc. Emplo…$704K
End-of-year total assets ($M) among Meridian Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Meridian Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$633K 47.2802898005457% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $1.2M $0.63M ▼ -47.5%
Year Plans Participants Total Assets
2022 1 24 $1M
2023 1 21 $706K
2024 1 18 $633K

Meridian Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)-$942K
Net Income-$324K
Employer EIN043071690
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

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

Meridian Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Meridian Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 0.705675 · Participants: 21Meridian Associates, Inc. Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 611.879597 · Participants: 1511Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 349.164775 · Participants: 174The Gillette Company Employee Stock Ownership PlanShawmut Group Employee Stock Ownership Plan, Total assets ($M): 274.195602 · Participants: 716Shawmut Group Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 244.511447 · Participants: 641First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 213.345202 · Participants: 1778Eastern Bank Employee Stock Ownership Plan
Meridian Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Meridian Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest ESOP by assets is Community Bankshares, Inc. Employee Stock Ownership and Trust in GA ($706K); by covered participants it is Valley Premier Bank Employee Stock Ownership Plan & Trust in MN (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Associates, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Meridian Associates, Inc. Employee Stock Ownership Plan contracted severely - down 41.3% during 2023, from $1M to $706K. Reported net income was -$324K.
How have Meridian Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Meridian Associates, Inc.'s sponsor-wide assets declined 47.3%, from $1M to $633K.
Where does Meridian Associates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Meridian Associates, Inc. Employee Stock Ownership Plan ranks in the 21st 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 Meridian Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Community Bankshares, Inc. Employee Stock Ownership and Trust in GA ($706K, 476 participants).
Which ESOP plans cover a similar participant headcount to Meridian Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Valley Premier Bank Employee Stock Ownership Plan & Trust in MN (21 participants, $11M 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 043071690.

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.