401(k) · DOL Form 5500 · 2024

Melton & Melton, LLP 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
125
Participants Small participant base
82nd
Percentile by assets National rank
$334,075
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Melton & Melton Salary Deferral Plan and Trust · Sponsored by Melton & Melton, LLP · Texas · Professional & Technical Services

$42M in assets, 125 participants

Melton & Melton, LLP's Melton & Melton Salary Deferral Plan and Trust reported $42M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,639 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Melton & Melton Salary Deferral Plan and Trust covers 125 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $42M.

#16,639
in Professional & Technical Services (20,173 peers)
+12.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Melton & Melton Salary Deferral Plan and Trust's outsized position by total assets

Melton & Melton Salary Deferral Plan and Trust vs every filed plan by assets

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

$41,759,341 Top 18% higher than 82% 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

Melton & Melton Salary Deferral 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. Melton & Melton Salary Deferral Plan and Trust sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Melton & Melton Salary Deferral Plan and Trust reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Melton & Melton Salary Deferral Plan and Trust reported participants rose from 107 in the plan year 2023 filing to 125 in the plan year 2024 filing.
  • Melton & Melton Salary Deferral Plan and Trust end-of-year assets rose from $37M in the plan year 2023 filing to $42M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 741550819 · Melton & Melton, LLP PY 2024 · 401(k)

Melton & Melton Salary Deferral Plan and Trust · $42M · 125 · 82nd

  • PCT $42M
  • PCT 125
  • PCT 82nd
  • PCT 401(k)
  • PCT near Weiler Corporation Profit Sharing & 401(k) Plan
  • PCT ind #16639

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 Texas →

Melton & Melton Salary Deferral Plan and Trust in the asset neighbourhood

Melton & Melton Salary Deferral Plan and TrustMelton & Melton Salary Defer…$42MWeiler Corporation Profit Sharing & 401(k) PlanWeiler Corporation Profit Sh…$42MCb&s Bank 401(k) Profit Sharing PlanCb&s Bank 401(k) Profit Shar…$42MHertrich Family of Automobile Dealers 401 (K) PlanHertrich Family of Automobil…$42MAmerican Rock Salt Company 401(k) PlanAmerican Rock Salt Company 4…$42M
End-of-year total assets ($M) among Melton & Melton Salary Deferral Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$42M
Net Income$5M
Employer EIN741550819
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Melton & Melton, LLP)

Sponsor-wide plan assets over time

All Melton & Melton, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$42M 39.6114674576949% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.9M $41.8M ▲ +39.6%
Year Plans Participants Total Assets
2022 1 102 $30M
2023 1 107 $37M
2024 1 125 $42M

Nearby 401(k) Plans in Texas

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

Melton & Melton Salary Deferral Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Melton & Melton Salary Deferral Plan and Trust, Total assets ($B): 0.041759341 · Participants: 125Melton & Melton Salary Deferral Plan and TrustAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Melton & Melton Salary Deferral Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Melton & Melton Salary Deferral Plan and Trust side-by-side with 3 peers →

Melton & Melton Salary Deferral Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Weiler Corporation Profit Sharing & 401(k) Plan in PA ($42M); by covered participants it is Portland Forge Interim Manufacturing Plan in IN (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Melton & Melton Salary Deferral Plan and Trust assets move in 2024? ▼
Melton & Melton Salary Deferral Plan and Trust grew at a solid clip - up 12.9% during 2024, from $37M to $42M. Reported net income was $5M.
How have Melton & Melton, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Melton & Melton, LLP's sponsor-wide assets grew 39.6%, from $30M to $42M.
Where does Melton & Melton Salary Deferral Plan and Trust rank by assets among Form 5500 filers? ▼
Melton & Melton Salary Deferral Plan and Trust ranks in the 82nd 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 Melton & Melton Salary Deferral Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Weiler Corporation Profit Sharing & 401(k) Plan in PA ($42M, 300 participants).
Which 401(k) plans cover a similar participant headcount to Melton & Melton Salary Deferral Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Portland Forge Interim Manufacturing Plan in IN (125 participants, $2M 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 741550819.

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.