401(k) · DOL Form 5500 · 2024

Meritage Hospitality Group 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
5,976
Participants Above avg headcount
48th
Percentile by assets National rank
$1,168
Avg per participant Low balance/head
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Official DOL plan name: Meritage Hospitality Group 401(k) · Sponsored by Meritage Hospitality Group · Michigan · Food Services & Accommodation

$7M in assets, 5,976 participants

Meritage Hospitality Group's Meritage Hospitality Group 401(k) reported $7M in total assets and 5,976 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,949 in Food Services & Accommodation (3,672 peers)

Coverage in Michigan

Meritage Hospitality Group 401(k) covers 5,976 participants in Michigan, 9.4x the typical Michigan plan (state average ~638 per filing). Assets: $7M.

#2,949
in Food Services & Accommodation (3,672 peers)
+23.3%
assets growth YoY

Meritage Hospitality Group 401(k)'s mid-pack asset rank among Food Services & Accommodation and all filers

Meritage Hospitality Group 401(k) vs every filed plan by assets

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

$6,977,960 48th percentile higher than 48% 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 Hospitality Group 401(k)'s large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Meritage Hospitality Group 401(k) lands in the large band (5,976 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Meritage Hospitality Group 401(k) reported net income fell from $2M in the plan year 2022 filing to $1M in the plan year 2024 filing.
  • Meritage Hospitality Group 401(k) reported participants fell from 8,004 in the plan year 2022 filing to 5,976 in the plan year 2024 filing.
  • Meritage Hospitality Group 401(k) end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2024 filing.

See the national 2022→2024 release diff →

Published 5500 schedule card

Filing strip 382730460 · Meritage Hospitality Group PY 2024 · 401(k)

Meritage Hospitality Group 401(k) · $7M · 5,976 · 48th

  • VS-ST $7M
  • VS-ST 5,976
  • VS-ST 48th
  • VS-ST 401(k)
  • VS-ST near Ole Smoky Distillery, LLC 401(k) Plan
  • VS-ST ind #2949

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 Food Services & Accommodation retirement plans → · Plans in Michigan →

Meritage Hospitality Group 401(k) in the asset neighbourhood

Meritage Hospitality Group 401(k)Meritage Hospitality Group 4…$7MOle Smoky Distillery, LLC 401(k) PlanOle Smoky Distillery, LLC 40…$7M403(b) Thrift Plan of Associates for Human Services, Inc.403(b) Thrift Plan of Associ…$7MPioneer Farm Equipment Co.401(k) Profit Sharing PlanPioneer Farm Equipment Co.40…$7MFarther Finance, Inc. 401(k) PlanFarther Finance, Inc. 401(k)…$7M
End-of-year total assets ($M) among Meritage Hospitality Group 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN382730460
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Meritage Hospitality Group)

Sponsor-wide plan assets over time

All Meritage Hospitality Group plans reported in each filing year

Latest sponsor-wide plan assets
$7M 23.347578428156076% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 20222024 $5.66M $6.98M ▲ +23.3%
Year Plans Participants Total Assets
2022 1 8,004 $6M
2024 1 5,976 $7M

Nearby 401(k) Plans in Michigan

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

Meritage Hospitality Group 401(k) vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 -100102030 Total assets ($B) Participants Meritage Hospitality Group 401(k), Total assets ($B): 0.00697796 · Participants: 5976Meritage Hospitality Group 401(k)General Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Meritage Hospitality Group 401(k) vs. nearby 401(k) plans in Michigan, assets vs. participants

Meritage Hospitality Group 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Ole Smoky Distillery, LLC 401(k) Plan in TN ($7M); by covered participants it is Ps 401(k) Profit Sharing Plan in CA (5,975 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,976 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 Hospitality Group 401(k) assets move in 2024?
Meritage Hospitality Group 401(k) grew sharply - up 23.3% during 2024, from $6M to $7M. Reported net income was $1M.
How have Meritage Hospitality Group plan assets changed over time?
Across 2 plan years on file (2022-2024), Meritage Hospitality Group's sponsor-wide assets grew 23.3%, from $6M to $7M.
Which 401(k) plans are similar in size to Meritage Hospitality Group 401(k)?
Among 401(k) plans in other states, the closest by assets is Ole Smoky Distillery, LLC 401(k) Plan in TN ($7M, 812 participants).
Which 401(k) plans cover a similar participant headcount to Meritage Hospitality Group 401(k)?
Among 401(k) plans in other states, the closest by covered participants is Ps 401(k) Profit Sharing Plan in CA (5,975 participants, $222M in assets).