401(k) · DOL Form 5500 · 2024

Meritage Healthcare, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
248
Participants Below avg headcount
52nd
Percentile by assets National rank
$34,360
Avg per participant Low balance/head
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Official DOL plan name: Meritage Healthcare, LLC 401(k) Profit Sharing Plan · Sponsored by Meritage Healthcare, LLC · California · Professional & Technical Services

$9M in assets, 248 participants

Meritage Healthcare, LLC's Meritage Healthcare, LLC 401(k) Profit Sharing Plan reported $9M in total assets and 248 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,183 in Professional & Technical Services (20,173 peers)

Coverage in California

Meritage Healthcare, LLC 401(k) Profit Sharing Plan covers 248 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $9M.

#10,183
in Professional & Technical Services (20,173 peers)
+6.1%
assets growth YoY

Meritage Healthcare, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Meritage Healthcare, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,521,230 Top 48% higher than 52% 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 Healthcare, LLC 401(k) Profit Sharing Plan 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 Healthcare, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (248 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Meritage Healthcare, LLC 401(k) Profit Sharing Plan reported net income fell from $977K in the plan year 2023 filing to $492K in the plan year 2024 filing.
  • Meritage Healthcare, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Meritage Healthcare, LLC 401(k) Profit Sharing Plan reported participants fell from 264 in the plan year 2023 filing to 248 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 770547036 · Meritage Healthcare, LLC PY 2024 · 401(k)

Meritage Healthcare, LLC 401(k) Profit Sharing Plan · $9M · 248 · 52nd

  • EOY $9M
  • EOY 248
  • EOY 52nd
  • EOY 401(k)
  • EOY near Womens' Cancer Care Associates, LLC 401(k) Profit Sharing Plan
  • EOY ind #10183

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 Professional & Technical Services retirement plans → · Plans in California →

Meritage Healthcare, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Meritage Healthcare, LLC 401(k) Profit Sharing PlanMeritage Healthcare, LLC 401…$9MWomens' Cancer Care Associates, LLC 401(k) Profit Sharing PlanWomens' Cancer Care Associat…$9MYandell and Company, Inc. 401(k) Profit Sharing PlanYandell and Company, Inc. 40…$9MMichael Stevens Interests, Inc. 401(k) Savings and Profit Sharing Plan and TrustMichael Stevens Interests, I…$9MAmerican Shizuki Corporation Retirement Savings PlanAmerican Shizuki Corporation…$9M
End-of-year total assets ($M) among Meritage Healthcare, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$492K
Employer EIN770547036
Plan Effective Date1995-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Meritage Healthcare, LLC)

Sponsor-wide plan assets over time

All Meritage Healthcare, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 20.827343648305924% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M$9M 202220232024 $7.05M $8.52M ▲ +20.9%
Year Plans Participants Total Assets
2022 1 273 $7M
2023 1 264 $8M
2024 1 248 $9M

Nearby 401(k) Plans in California

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

Meritage Healthcare, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Meritage Healthcare, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.00852123 · Participants: 248Meritage Healthcare, LLC 401(k) Profit Sharing PlanGoogle 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 Healthcare, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Meritage Healthcare, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Meritage Healthcare, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Womens' Cancer Care Associates, LLC 401(k) Profit Sharing Plan in NY ($9M); by covered participants it is Holistic Care Home Health Agency, Inc. 401 (K) Plan in TX (248 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (248 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 Healthcare, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Meritage Healthcare, LLC 401(k) Profit Sharing Plan grew at a solid clip - up 6.1% during 2024, from $8M to $9M. Reported net income was $492K.
How have Meritage Healthcare, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Meritage Healthcare, LLC's sponsor-wide assets grew 20.8%, from $7M to $9M.
Which 401(k) plans are similar in size to Meritage Healthcare, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Womens' Cancer Care Associates, LLC 401(k) Profit Sharing Plan in NY ($9M, 29 participants).
Which 401(k) plans cover a similar participant headcount to Meritage Healthcare, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Holistic Care Home Health Agency, Inc. 401 (K) Plan in TX (248 participants, $80K 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 770547036.

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.