401(k) · DOL Form 5500 · 2024

Meritage Medical Network 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
124
Participants Small participant base
62nd
Percentile by assets National rank
$106,818
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Meritage Medical Network 401(k) Profit Sharing Plan and Trust · Sponsored by Meritage Medical Network · California · Finance & Insurance

$13M in assets, 124 participants

Meritage Medical Network's Meritage Medical Network 401(k) Profit Sharing Plan and Trust reported $13M in total assets and 124 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,907 in Finance & Insurance (8,549 peers)

Coverage in California

Meritage Medical Network 401(k) Profit Sharing Plan and Trust covers 124 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $13M.

#3,907
in Finance & Insurance (8,549 peers)
+4.7%
assets growth YoY

Meritage Medical Network 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Meritage Medical Network 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$13,245,422 Top 38% higher than 62% 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

Meritage Medical Network 401(k) Profit Sharing 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. Meritage Medical Network 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Meritage Medical Network 401(k) Profit Sharing Plan and Trust reported net income fell from $3M in the plan year 2023 filing to $600K in the plan year 2024 filing.
  • Meritage Medical Network 401(k) Profit Sharing Plan and Trust reported participants fell from 157 in the plan year 2023 filing to 124 in the plan year 2024 filing.
  • Meritage Medical Network 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $13M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 942786503 · Meritage Medical Network PY 2024 · 401(k)

Meritage Medical Network 401(k) Profit Sharing Plan and Trust · $13M · 124 · 62nd

  • RANK $13M
  • RANK 124
  • RANK 62nd
  • RANK 401(k)
  • RANK near Raventek Solution Partners, LLC 401(k) Plan
  • RANK ind #3907

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 California →

Meritage Medical Network 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Meritage Medical Network 401(k) Profit Sharing Plan and TrustMeritage Medical Network 401…$13MRaventek Solution Partners, LLC 401(k) PlanRaventek Solution Partners, …$13MM.a. Brightbill Body Works, Inc. 401(k) Profit Sharing PlanM.a. Brightbill Body Works, …$13MVeteran's Truck Line Inc. 401(k)/ Employee ProfitVeteran's Truck Line Inc. 40…$13MKahuna USA 401(k) Plan$13M
End-of-year total assets ($M) among Meritage Medical Network 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$13M
Net Income$600K
Employer EIN942786503
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Meritage Medical Network)

Sponsor-wide plan assets over time

All Meritage Medical Network plans reported in each filing year

Latest sponsor-wide plan assets
$13M 37.50444189041873% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.63M $13.3M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 145 $10M
2023 1 157 $13M
2024 1 124 $13M

Nearby 401(k) Plans in California

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

Meritage Medical Network 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Meritage Medical Network 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.013245422 · Participants: 124Meritage Medical Network 401(k) Profit Sharing Plan and TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Meritage Medical Network 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Meritage Medical Network 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Meritage Medical Network 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Raventek Solution Partners, LLC 401(k) Plan in VA ($13M); by covered participants it is General Aviation Flying Services, Inc. 401(k) Plan in NJ (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Meritage Medical Network 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Meritage Medical Network 401(k) Profit Sharing Plan and Trust edged up modestly - up 4.7% during 2024, from $13M to $13M. Reported net income was $600K.
How have Meritage Medical Network plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Meritage Medical Network's sponsor-wide assets grew 37.5%, from $10M to $13M.
Which 401(k) plans are similar in size to Meritage Medical Network 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Raventek Solution Partners, LLC 401(k) Plan in VA ($13M, 237 participants).
Which 401(k) plans cover a similar participant headcount to Meritage Medical Network 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is General Aviation Flying Services, Inc. 401(k) Plan in NJ (124 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 942786503.

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.