401(k) · DOL Form 5500 · 2024
Melissa Data Corporation 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 169
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $153,947
- Avg per participant Above avg balance/head
Official DOL plan name: Melissa Data Corporation 401(k) Profit Sharing Plan and Trust · Sponsored by Melissa Data Corporation · California · Professional & Technical Services
$26M in assets, 169 participants
Melissa Data Corporation's Melissa Data Corporation 401(k) Profit Sharing Plan and Trust reported $26M in total assets and 169 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #15,111 in Professional & Technical Services (20,173 peers)
Coverage in California
Melissa Data Corporation 401(k) Profit Sharing Plan and Trust covers 169 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $26M.
- #15,111
- in Professional & Technical Services (20,173 peers)
- +22.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Melissa Data Corporation 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Melissa Data Corporation 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$26,016,982 Top 25% higher than 75% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Melissa Data Corporation 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Melissa Data Corporation 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (169 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Melissa Data Corporation 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $21M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- Melissa Data Corporation 401(k) Profit Sharing Plan and Trust reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Melissa Data Corporation 401(k) Profit Sharing Plan and Trust reported participants rose from 167 in the plan year 2023 filing to 169 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 330477743 · Melissa Data Corporation PY 2024 · 401(k)
Melissa Data Corporation 401(k) Profit Sharing Plan and Trust · $26M · 169 · 75th
- BOOK $26M
- BOOK 169
- BOOK 75th
- BOOK 401(k)
- BOOK near Orthosc, LLC 401(k) Profit Sharing Plan
- BOOK ind #15111
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 California →
Melissa Data Corporation 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $5M |
| Employer EIN | 330477743 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Melissa Data Corporation)
Sponsor-wide plan assets over time
All Melissa Data Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 56.996922032693064% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 158 | $17M |
| 2023 | 1 | 167 | $21M |
| 2024 | 1 | 169 | $26M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Melissa Data Corporation 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Orthosc, LLC 401(k) Profit Sharing Plan in SC ($26M); by covered participants it is Rxp Agency, LLC 401(k) Plan in OH (169 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Orthosc, LLC 401(k) Profit Sharing Plan (SC) $26M · 253
- The Pruet Companies Salaried Reduction Plan & Trust (MS) $26M · 110
- Integrity Express 401(k) Profit Sharing Plan (OH) $26M · 730
- Westfield Bank 401(k) Plan (OH) $26M · 193
Similar participant headcount
Nearest other-state filings by covered participants (169 participants); asset peers above are excluded.
- Rxp Agency, LLC 401(k) Plan (OH) 169 · 0 off
- David S. Brown Enterprises, Ltd. 401(k) Profit Sharing Plan (MD) 169 · 0 off
- Nevada Copper Inc 401(k) Profit Sharing Plan and Trust () 169 · 0 off
- The Lyons Companies 401(k) Plan (KY) 169 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.