401(k) · DOL Form 5500 · 2024

Meriter Health Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$335M
Total assets Above avg plan size
3,248
Participants Above avg headcount
96th
Percentile by assets National rank
$103,031
Avg per participant Below avg balance/head
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Official DOL plan name: Meriter 401(k) Plan · Sponsored by Meriter Health Systems, Inc. · Wisconsin · Healthcare & Social Assistance

$335M in assets, 3,248 participants

Meriter Health Systems, Inc.'s Meriter 401(k) Plan reported $335M in total assets and 3,248 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #16,297 in Healthcare & Social Assistance (16,916 peers)

Coverage in Wisconsin

Meriter 401(k) Plan covers 3,248 participants in Wisconsin, 5.8x the typical Wisconsin plan (state average ~563 per filing). Assets: $335M.

#16,297
in Healthcare & Social Assistance (16,916 peers)
+12.5%
assets growth YoY
3.4×
vs typical plan assets (national mean)

Meriter 401(k) Plan's outsized position by total assets

Meriter 401(k) Plan vs every filed plan by assets

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

$334,646,040 Top 4% higher than 96% 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

Meriter 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Meriter 401(k) Plan lands in the large band (3,248 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Meriter 401(k) Plan end-of-year assets rose from $297M in the plan year 2023 filing to $335M in the plan year 2024 filing.
  • Meriter 401(k) Plan reported net income fell from $42M in the plan year 2023 filing to $37M in the plan year 2024 filing.
  • Meriter 401(k) Plan reported participants rose from 3,146 in the plan year 2023 filing to 3,248 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 391412318 · Meriter Health Systems, Inc. PY 2024 · 401(k)

Meriter 401(k) Plan · $335M · 3,248 · 96th

  • VS-ST $335M
  • BOY 3,248
  • SCH 96th
  • EBSA 401(k)
  • PART near Hrl Retirement Savings Plan for Non-Bargained Employees
  • TYPE ind #16297

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

Meriter 401(k) Plan in the asset neighbourhood

Media News Group Retirement/Savings PlanMedia News Group Retirement/…$335MNorth American Stainless Savings PlanNorth American Stainless Sav…$335MHrl Retirement Savings Plan for Non-Bargained EmployeesHrl Retirement Savings Plan …$335MMeriter 401(k) Plan$335MCra International 401(k) Plan$334M
End-of-year total assets ($M) among Meriter 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$297M
Net Assets (End of Year)$335M
Net Income$37M
Employer EIN391412318
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Meriter Health Systems, Inc.)

Sponsor-wide plan assets over time

All Meriter Health Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$527M 14.397604842198723% vs 2022
2024 filing year
$440M$460M$480M$500M$520M$540M 202220232024 $461M $527M ▲ +14.4%
Year Plans Participants Total Assets
2022 2 4,258 $461M
2023 2 4,254 $502M
2024 2 4,261 $527M

Nearby 401(k) Plans in Wisconsin

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

Meriter 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Meriter 401(k) Plan, Total assets ($B): 0.33464604 · Participants: 3248Meriter 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Meriter 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Meriter 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Hrl Retirement Savings Plan for Non-Bargained Employees in CA ($335M); by covered participants it is Social Finance, Inc. 401(k) Plan in CA (3,247 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($335M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,248 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 Meriter 401(k) Plan assets move in 2024? ▼
Meriter 401(k) Plan grew at a solid clip - up 12.5% during 2024, from $297M to $335M. Reported net income was $37M.
How have Meriter Health Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Meriter Health Systems, Inc.'s sponsor-wide assets grew 14.4%, from $461M to $527M.
Where does Meriter 401(k) Plan rank by assets among Form 5500 filers? ▼
Meriter 401(k) Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Meriter 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hrl Retirement Savings Plan for Non-Bargained Employees in CA ($335M, 960 participants).
Which 401(k) plans cover a similar participant headcount to Meriter 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Social Finance, Inc. 401(k) Plan in CA (3,247 participants, $193M 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 391412318.

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.