401(k) · DOL Form 5500 · 2024
Meridian Executive Services LLC 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 2,202
- Participants Above avg headcount
- 69th
- Percentile by assets National rank
- $8,571
- Avg per participant Low balance/head
Official DOL plan name: Meridian 401(k) Plan · Sponsored by Meridian Executive Services LLC · Utah · Healthcare & Social Assistance
$19M in assets, 2,202 participants
Meridian Executive Services LLC's Meridian 401(k) Plan reported $19M in total assets and 2,202 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #12,494 in Healthcare & Social Assistance (16,916 peers)
Coverage in Utah
Meridian 401(k) Plan covers 2,202 participants in Utah, 3.7x the typical Utah plan (state average ~592 per filing). Assets: $19M.
- #12,494
- in Healthcare & Social Assistance (16,916 peers)
- +32.8%
- assets growth YoY
Meridian 401(k) Plan's outsized position by total assets
Meridian 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,872,933 Top 31% higher than 69% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Meridian 401(k) Plan'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. Meridian 401(k) Plan lands in the large band (2,202 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Meridian 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Meridian 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- Meridian 401(k) Plan reported participants rose from 1,803 in the plan year 2023 filing to 2,202 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 205946937 · Meridian Executive Services LLC PY 2024 · 401(k)
Meridian 401(k) Plan · $19M · 2,202 · 69th
- EBSA $19M
- EBSA 2,202
- EBSA 69th
- EBSA 401(k)
- EBSA near Peachtree Hotel Group 401(k) Plan
- EBSA ind #12494
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 Healthcare & Social Assistance retirement plans → · Plans in Utah →
Meridian 401(k) Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $5M |
| Employer EIN | 205946937 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Meridian Executive Services LLC)
Sponsor-wide plan assets over time
All Meridian Executive Services LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 32.76787136954418% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 1,803 | $14M |
| 2024 | 1 | 2,202 | $19M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
Meridian 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Peachtree Hotel Group 401(k) Plan in GA ($19M); by covered participants it is Mesa Air Group Inc 401(k) Plan in AZ (2,203 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Peachtree Hotel Group 401(k) Plan (GA) $19M · 1,433
- North Shore Healthcare, LLC Retirement Savings Plan (WI) $19M · 3,416
- Paynecrest Electric, Inc. Profit Sharing & 401(k) Plan (MO) $19M · 88
- Echo Health, Inc 401(k) Savings Plan (OH) $19M · 172
Similar participant headcount
Nearest other-state filings by covered participants (2,202 participants); asset peers above are excluded.
- Mesa Air Group Inc 401(k) Plan (AZ) 2,203 · 1 off
- Ocean Casino-Resort 401(k) Plan (NJ) 2,201 · 1 off
- Satellite Healthcare, Inc. 403(b) Retirement Plan (CA) 2,201 · 1 off
- Braman Dealerships 401(k) Plan (FL) 2,201 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.