ESOP · DOL Form 5500 · 2024

Meredith's Inc. ESOP

Data updated 2026-08-25

$941K
Total assets Small plan by assets
32
Participants Small participant base
23rd
Percentile by assets National rank
$29,395
Avg per participant Low balance/head
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Official DOL plan name: Saversystems Employee Stock Ownership Plan · Sponsored by Meredith's Inc. · Indiana · Manufacturing

$941K in assets, 32 participants

Meredith's Inc.'s Saversystems Employee Stock Ownership Plan reported $941K in total assets and 32 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,666 in Manufacturing (17,777 peers)

Meredith's Inc. multi-year trail

Meredith's Inc.'s plans moved +159.4% in assets from 2022 to 2024; this filing shows Saversystems Employee Stock Ownership Plan at $941K / 32 participants.

#1,666
in Manufacturing (17,777 peers)
+56.8%
assets growth YoY

Saversystems Employee Stock Ownership Plan among the smaller filed plans by assets

Saversystems Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$940,649 23rd percentile higher than 23% of 123,620 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 2024

Saversystems Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Saversystems Employee Stock Ownership Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Saversystems Employee Stock Ownership Plan end-of-year assets rose from $600K in the plan year 2023 filing to $941K in the plan year 2024 filing.
  • Saversystems Employee Stock Ownership Plan reported net income fell from $798K in the plan year 2023 filing to $684K in the plan year 2024 filing.
  • Saversystems Employee Stock Ownership Plan reported participants fell from 34 in the plan year 2023 filing to 32 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 351470599 · Meredith's Inc. PY 2024 · ESOP

Saversystems Employee Stock Ownership Plan · $941K · 32 · 23rd

  • VS-ST $941K
  • BOY 32
  • SCH 23rd
  • EBSA ESOP
  • PART near Owen Tree Service, Inc. Employee Stock Ownership Plan
  • TYPE ind #1666

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 Indiana →

Saversystems Employee Stock Ownership Plan in the asset neighbourhood

Margaret O'leary Employee Stock Ownership PlanMargaret O'leary Employee St…$945KSaversystems Employee Stock Ownership PlanSaversystems Employee Stock …$941KOwen Tree Service, Inc. Employee Stock Ownership PlanOwen Tree Service, Inc. Empl…$940KEnhanced Telecommunication, Inc. Employee Stock Ownership PlanEnhanced Telecommunication, …$941KHamilton-Ryker Group, Inc. Employee Stock Ownership PlanHamilton-Ryker Group, Inc. E…$943K
End-of-year total assets ($M) among Saversystems Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Meredith's Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Meredith's Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$941K 159.43284084296113% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M 202220232024 $0.36M $0.94M ▲ +161.1%
Year Plans Participants Total Assets
2022 1 32 $363K
2023 1 34 $600K
2024 1 32 $941K

Meredith's Inc. filing trail (2024)

Total Assets (Beginning of Year)$600K
Net Assets (End of Year)-$14M
Net Income$684K
Employer EIN351470599
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

Saversystems Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants Saversystems Employee Stock Ownership Plan, Total assets ($B): 0.000940649 · Participants: 32Saversystems Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 2.185109137 · Participants: 4295Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.432438721 · Participants: 509Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.376983564 · Participants: 1370Nibco Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.170278352 · Participants: 622Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership PlanErmco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.151428287 · Participants: 123Ermco, Inc. Employee Stock Ownership Plan
Saversystems Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Saversystems Employee Stock Ownership Plan side-by-side with 3 peers →

Saversystems Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Owen Tree Service, Inc. Employee Stock Ownership Plan in MI ($940K); by covered participants it is Apache Pipelines, Inc. Employee Stock Ownership Plan in AZ (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Saversystems Employee Stock Ownership Plan assets move in 2024? ▼
Saversystems Employee Stock Ownership Plan surged - up 56.8% during 2024, from $600K to $941K. Reported net income was $684K.
How have Meredith's Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Meredith's Inc.'s sponsor-wide assets grew 159.4%, from $363K to $941K.
Where does Saversystems Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Saversystems Employee Stock Ownership Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Saversystems Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Owen Tree Service, Inc. Employee Stock Ownership Plan in MI ($940K, 59 participants).
Which ESOP plans cover a similar participant headcount to Saversystems Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Apache Pipelines, Inc. Employee Stock Ownership Plan in AZ (32 participants, $607K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 351470599.

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.