401(k) · DOL Form 5500 · 2024

Meridian Group Inc 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets: 179
Participants Small participant base: 61st
Percentile by assets National rank: $72,002
Avg per participant Below avg balance/head

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Official DOL plan name: Meridian Group 401(k) Savings Plan · Sponsored by Meridian Group Inc · Wisconsin · Real Estate

$13M in assets, 179 participants

Meridian Group Inc's Meridian Group 401(k) Savings Plan reported $13M in total assets and 179 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

#3,585 in Real Estate (4,605 peers)

Coverage in Wisconsin

Meridian Group 401(k) Savings Plan covers 179 participants in Wisconsin, about 32% of the average Wisconsin filer (state average ~563 per filing). Assets: $13M.

#3,585
in Real Estate (4,605 peers): +9.3%
assets growth YoY

Meridian Group 401(k) Savings Plan's mid-pack asset rank among Real Estate and all filers

Meridian Group 401(k) Savings Plan vs every filed plan by assets

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

$12,888,339 Top 39% higher than 61% 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

Meridian Group 401(k) Savings Plan 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. Meridian Group 401(k) Savings Plan sits mid-pack in the medium band (179 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Meridian Group 401(k) Savings Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Meridian Group 401(k) Savings Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 391619028 · Meridian Group Inc PY 2024 · 401(k)

Meridian Group 401(k) Savings Plan · $13M · 179 · 61st

SCH $13M
EBSA 179
PART 61st
TYPE 401(k)
NET near Ark Systems, Inc. Profit Sharing 401(k) Plan
BOOK ind #3585

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 Real Estate retirement plans → · Plans in Wisconsin →

End-of-year total assets ($M) among Meridian Group 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)	$12M
Net Assets (End of Year)	$13M
Net Income	$1M
Employer EIN	391619028
Plan Effective Date	1989-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Meridian Group Inc)

Latest sponsor-wide plan assets: $13M 32.08238575835154% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	181	$10M
2023	1	180	$12M
2024	1	179	$13M

Nearby 401(k) Plans in Wisconsin

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

Meridian Group 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $10.5B · 80,015
Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
Fiserv 401(k) Savings Plan $5.1B · 26,372
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
Rockwell Automation Retirement Savings Plan $3.8B · 9,217

Compare Meridian Group 401(k) Savings Plan side-by-side with 3 peers →

Meridian Group 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Ark Systems, Inc. Profit Sharing 401(k) Plan in MD ($13M); by covered participants it is Davies Life & Health, Inc. in MA (179 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Ark Systems, Inc. Profit Sharing 401(k) Plan (MD) $13M · 122
Wiser Solutions, Inc. Retirement Plan (CA) $13M · 160
Neuralink Corp. 401(k) Profit Sharing Plan and Trust (CA) $13M · 331
The Genoa Banking Center Incentive Savings Plan (OH) $13M · 94

Similar participant headcount

Nearest other-state filings by covered participants (179 participants); asset peers above are excluded.

Davies Life & Health, Inc. (MA) 179 · 0 off
Pubco Corporation and Subsidiaries 401(k) Plan (OH) 179 · 0 off
Capital Healthcare Mso, Inc. 401(k) Plan (VA) 179 · 0 off
Ascom (US), Inc. Retirement Plan (NC) 179 · 0 off

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 Meridian Group 401(k) Savings Plan assets move in 2024? ▼

Meridian Group 401(k) Savings Plan grew at a solid clip - up 9.3% during 2024, from $12M to $13M. Reported net income was $1M.

How have Meridian Group Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Meridian Group Inc's sponsor-wide assets grew 32.1%, from $10M to $13M.

Which 401(k) plans are similar in size to Meridian Group 401(k) Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ark Systems, Inc. Profit Sharing 401(k) Plan in MD ($13M, 122 participants).

Which 401(k) plans cover a similar participant headcount to Meridian Group 401(k) Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Davies Life & Health, Inc. in MA (179 participants, N/A 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 391619028.