401(k) · DOL Form 5500 · 2024

Meridian Capital Group, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
395
Participants Below avg headcount
70th
Percentile by assets National rank
$50,299
Avg per participant Low balance/head
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Official DOL plan name: Meridian Capital Group, LLC 401(k) Profit Sharing Plan · Sponsored by Meridian Capital Group, LLC · New York · Finance & Insurance

$20M in assets, 395 participants

Meridian Capital Group, LLC's Meridian Capital Group, LLC 401(k) Profit Sharing Plan reported $20M in total assets and 395 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,712 in Finance & Insurance (8,549 peers)

Coverage in New York

Meridian Capital Group, LLC 401(k) Profit Sharing Plan covers 395 participants in New York, about 50% of the average New York filer (state average ~798 per filing). Assets: $20M.

#4,712
in Finance & Insurance (8,549 peers)
+1.1%
assets growth YoY

Meridian Capital Group, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Meridian Capital Group, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$19,868,064 Top 30% higher than 70% 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

Meridian Capital Group, 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. Meridian Capital Group, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (395 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Meridian Capital Group, LLC 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $215K in the plan year 2024 filing.
  • Meridian Capital Group, LLC 401(k) Profit Sharing Plan reported participants fell from 444 in the plan year 2023 filing to 395 in the plan year 2024 filing.
  • Meridian Capital Group, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $20M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 522165605 · Meridian Capital Group, LLC PY 2024 · 401(k)

Meridian Capital Group, LLC 401(k) Profit Sharing Plan · $20M · 395 · 70th

  • VS-ST $20M
  • VS-ST 395
  • VS-ST 70th
  • VS-ST 401(k)
  • VS-ST near Cherokee Town & Country Club 401(k) Retirement Plan
  • VS-ST ind #4712

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 New York →

Meridian Capital Group, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Meridian Capital Group, LLC 401(k) Profit Sharing PlanMeridian Capital Group, LLC …$20MCherokee Town & Country Club 401(k) Retirement PlanCherokee Town & Country Club…$20MTumeq, LLC 401(k) Plan and TrustTumeq, LLC 401(k) Plan and T…$20MIgm Biosciences, Inc. 401(k) PlanIgm Biosciences, Inc. 401(k)…$20MLangrock, Sperry & Wool Profit Sharing PlanLangrock, Sperry & Wool Prof…$20M
End-of-year total assets ($M) among Meridian Capital Group, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$20M
Net Income$215K
Employer EIN522165605
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Meridian Capital Group, LLC)

Sponsor-wide plan assets over time

All Meridian Capital Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 19.164517157943816% vs 2022
2024 filing year
$16M$17M$18M$19M$20M$21M 202220232024 $16.7M $19.9M ▲ +19.2%
Year Plans Participants Total Assets
2022 1 358 $17M
2023 1 444 $20M
2024 1 395 $20M

Nearby 401(k) Plans in New York

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

Meridian Capital Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Meridian Capital Group, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.019868064 · Participants: 395Meridian Capital Group, LLC 401(k) Profit Sharing PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Meridian Capital Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Meridian Capital Group, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Cherokee Town & Country Club 401(k) Retirement Plan in GA ($20M); by covered participants it is James a. Scott & Son, Inc. Retirement Savings Plan in VA (395 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (395 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 Meridian Capital Group, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Meridian Capital Group, LLC 401(k) Profit Sharing Plan edged up modestly - up 1.1% during 2024, from $20M to $20M. Reported net income was $215K.
How have Meridian Capital Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Meridian Capital Group, LLC's sponsor-wide assets grew 19.2%, from $17M to $20M.
Which 401(k) plans are similar in size to Meridian Capital Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cherokee Town & Country Club 401(k) Retirement Plan in GA ($20M, 372 participants).
Which 401(k) plans cover a similar participant headcount to Meridian Capital Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is James a. Scott & Son, Inc. Retirement Savings Plan in VA (395 participants, $24M 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 522165605.

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.