401(k) · DOL Form 5500 · 2024

Meritrust Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
344
Participants Below avg headcount
80th
Percentile by assets National rank
$107,690
Avg per participant Below avg balance/head
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Official DOL plan name: Meritrust Credit Union 401(k) Plan · Sponsored by Meritrust Federal Credit Union · Kansas · Finance & Insurance

$37M in assets, 344 participants

Meritrust Federal Credit Union's Meritrust Credit Union 401(k) Plan reported $37M in total assets and 344 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,939 in Finance & Insurance (8,549 peers)

Where Meritrust Credit Union 401(k) Plan sits by assets

Meritrust Credit Union 401(k) Plan sits in the top quartile of all filed plans by assets, $37M for 344 participants (~$107,690/participant), up 13.0% in 2024.

#5,939
in Finance & Insurance (8,549 peers)
+13.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Meritrust Credit Union 401(k) Plan's outsized position by total assets

Meritrust Credit Union 401(k) Plan vs every filed plan by assets

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

$37,045,206 Top 20% higher than 80% 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

Meritrust Credit Union 401(k) 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. Meritrust Credit Union 401(k) Plan sits mid-pack in the medium band (344 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Meritrust Credit Union 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Meritrust Credit Union 401(k) Plan end-of-year assets rose from $33M in the plan year 2023 filing to $37M in the plan year 2024 filing.
  • Meritrust Credit Union 401(k) Plan reported participants fell from 364 in the plan year 2023 filing to 344 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 480570799 · Meritrust Federal Credit Union PY 2024 · 401(k)

Meritrust Credit Union 401(k) Plan · $37M · 344 · 80th

  • PART $37M
  • TYPE 344
  • NET 80th
  • BOOK 401(k)
  • VS-ST near Winshape Foundation, Inc. 401(k) Plan
  • BOY ind #5939

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 Finance & Insurance retirement plans → · Plans in Kansas →

Meritrust Credit Union 401(k) Plan in the asset neighbourhood

Meritrust Credit Union 401(k) PlanMeritrust Credit Union 401(k…$37MWinshape Foundation, Inc. 401(k) PlanWinshape Foundation, Inc. 40…$37MBrady Companies, LLC 401(k) PlanBrady Companies, LLC 401(k) …$37MClarion Events, Inc. 401(k) PlanClarion Events, Inc. 401(k) …$37MKirchhoff Automotive USA Inc. 401(k) PlanKirchhoff Automotive USA Inc…$37M
End-of-year total assets ($M) among Meritrust Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$37M
Net Income$4M
Employer EIN480570799
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Meritrust Federal Credit Union)

Sponsor-wide plan assets over time

All Meritrust Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$37M 6.22847294759012% vs 2022
2024 filing year
$36M$37M$38M$39M$40M 202220232024 $39.5M $37.1M ▼ -6.2%
Year Plans Participants Total Assets
2022 2 428 $40M
2023 2 438 $38M
2024 1 344 $37M

Nearby 401(k) Plans in Kansas

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

Meritrust Credit Union 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Meritrust Credit Union 401(k) Plan, Total assets ($B): 0.037045206 · Participants: 344Meritrust Credit Union 401(k) PlanKoch Employees' Savings Plan, Total assets ($B): 4.337744163 · Participants: 11423Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 3.582245863 · Participants: 1315Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 3.040446983 · Participants: 7438Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 2.173466604 · Participants: 7082Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.224530411 · Participants: 7736Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Meritrust Credit Union 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Meritrust Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside Kansas, the nearest 401(k) by assets is Winshape Foundation, Inc. 401(k) Plan in GA ($37M); by covered participants it is Missouri Prime Beef Packers, LLC 401(k) Plan in MO (344 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Similar participant headcount

Nearest other-state filings by covered participants (344 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 Meritrust Credit Union 401(k) Plan assets move in 2024? ▼
Meritrust Credit Union 401(k) Plan grew at a solid clip - up 13.0% during 2024, from $33M to $37M. Reported net income was $4M.
How have Meritrust Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Meritrust Federal Credit Union's sponsor-wide assets declined 6.2%, from $40M to $37M.
Where does Meritrust Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Meritrust Credit Union 401(k) Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Meritrust Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Winshape Foundation, Inc. 401(k) Plan in GA ($37M, 377 participants).
Which 401(k) plans cover a similar participant headcount to Meritrust Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Missouri Prime Beef Packers, LLC 401(k) Plan in MO (344 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 480570799.

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.