401(k) · DOL Form 5500 · 2024

Meridian Financial Services, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
N/A
Participants Small participant base
35th
Percentile by assets National rank
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Official DOL plan name: Meridian Financial Services, Inc. Retirement Plan · Sponsored by Meridian Financial Services, Inc. · North Carolina · Administrative & Support Services

$3M in assets, N/A participants

Meridian Financial Services, Inc.'s Meridian Financial Services, Inc. Retirement Plan reported $3M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,539 in Administrative & Support Services (4,368 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Meridian Financial Services, Inc. Retirement Plan ranks #2,539 of 4,368 2024 filers by assets (899% of the sector average)-$3M for N/A participants.

#2,539
in Administrative & Support Services (4,368 peers)
$3M
reported net income

Meridian Financial Services, Inc. Retirement Plan's mid-pack asset rank among Administrative & Support Services and all filers

Meridian Financial Services, Inc. Retirement Plan vs every filed plan by assets

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

$3,210,005 35th percentile higher than 35% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Form 5500 schedule snapshot

Filing strip 561663191 · Meridian Financial Services, Inc. PY 2024 · 401(k)

Meridian Financial Services, Inc. Retirement Plan · $3M · N/A · 35th

  • PCT $3M
  • PCT N/A
  • PCT 35th
  • PCT 401(k)
  • PCT near Angelo Andrew Inc. Profit Sharing 401-K Pension Plan
  • PCT ind #2539

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 Administrative & Support Services retirement plans → · Plans in North Carolina →

Meridian Financial Services, Inc. Retirement Plan in the asset neighbourhood

Meridian Financial Services, Inc. Retirement PlanMeridian Financial Services,…$3MAngelo Andrew Inc. Profit Sharing 401-K Pension PlanAngelo Andrew Inc. Profit Sh…$3MProof of the Pudding by Mgr Inc 401(k) PlanProof of the Pudding by Mgr …$3MPharmalink, Inc. 401(k) Plan$3MG.M. Brandt P.C. Profit Sharing PlanG.M. Brandt P.C. Profit Shar…$3M
End-of-year total assets ($M) among Meridian Financial Services, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$3M
Net Income$3M
Employer EIN561663191
Plan Effective Date2024-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Meridian Financial Services, Inc. Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Meridian Financial Services, Inc. Retirement Plan, Total assets ($B): 0.003210005 · Participants: 0Meridian Financial Services, Inc. Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Meridian Financial Services, Inc. Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Meridian Financial Services, Inc. Retirement Plan side-by-side with 3 peers →

Meridian Financial Services, Inc. Retirement Plan's closest out-of-state 401(k) peers by assets

Outside North Carolina, the nearest 401(k) by end-of-year assets is Angelo Andrew Inc. Profit Sharing 401-K Pension Plan in NY at $3M (this filing: $3M).

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Which 401(k) plans are similar in size to Meridian Financial Services, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Angelo Andrew Inc. Profit Sharing 401-K Pension Plan in NY ($3M, 5 participants).

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 561663191.

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.