401(k) · DOL Form 5500 · 2024

Meritex Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
55
Participants Small participant base
81st
Percentile by assets National rank
$691,010
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Meritex and Affiliates 401(k) Plan · Sponsored by Meritex Enterprises, Inc. · Minnesota · Real Estate

$38M in assets, 55 participants

Meritex Enterprises, Inc.'s Meritex and Affiliates 401(k) Plan reported $38M in total assets and 55 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #4,212 in Real Estate (4,605 peers)

Where Meritex and Affiliates 401(k) Plan sits by assets

Meritex and Affiliates 401(k) Plan sits in the top quartile of all filed plans by assets, $38M for 55 participants (~$691,010/participant), up 15.4% in 2024.

#4,212
in Real Estate (4,605 peers)
+15.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Meritex and Affiliates 401(k) Plan's outsized position by total assets

Meritex and Affiliates 401(k) Plan vs every filed plan by assets

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

$38,005,538 Top 19% higher than 81% 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

Meritex and Affiliates 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Meritex and Affiliates 401(k) Plan is a small filing (55 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 411652368 · Meritex Enterprises, Inc. PY 2024 · 401(k)

Meritex and Affiliates 401(k) Plan · $38M · 55 · 81st

  • TYPE $38M
  • NET 55
  • BOOK 81st
  • VS-ST 401(k)
  • BOY near Lampton Welding Supply Company, Inc. Profit Sharing Plan
  • SCH ind #4212

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 Minnesota →

Meritex and Affiliates 401(k) Plan in the asset neighbourhood

Meritex and Affiliates 401(k) PlanMeritex and Affiliates 401(k…$38MLampton Welding Supply Company, Inc. Profit Sharing PlanLampton Welding Supply Compa…$38MPoah/Poahc 401(k) Plan$38MAssociated Anesthesiologists Medical Group, P.C. 401 (K) Profit Sharing PlanAssociated Anesthesiologists…$38MEastern Nephrology Associates, PLLC 401(k) & Profit Sharing PlanEastern Nephrology Associate…$38M
End-of-year total assets ($M) among Meritex and Affiliates 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)$38M
Net Income$5M
Employer EIN411652368
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Meritex and Affiliates 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Meritex and Affiliates 401(k) Plan, Total assets ($B): 0.038005538 · Participants: 55Meritex and Affiliates 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Meritex and Affiliates 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Meritex and Affiliates 401(k) Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Lampton Welding Supply Company, Inc. Profit Sharing Plan in KS ($38M); by covered participants it is Employee Benefit Plan of Tulare Youth Service Bureau, Incorporated in CA (55 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (55 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 Meritex and Affiliates 401(k) Plan assets move in 2024? ▼
Meritex and Affiliates 401(k) Plan grew sharply - up 15.4% during 2024, from $33M to $38M. Reported net income was $5M.
Where does Meritex and Affiliates 401(k) Plan rank by assets among Form 5500 filers? ▼
Meritex and Affiliates 401(k) Plan ranks in the 81st 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 Meritex and Affiliates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lampton Welding Supply Company, Inc. Profit Sharing Plan in KS ($38M, 84 participants).
Which 401(k) plans cover a similar participant headcount to Meritex and Affiliates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Employee Benefit Plan of Tulare Youth Service Bureau, Incorporated in CA (55 participants, $4M 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 411652368.

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.