401(k) · DOL Form 5500 · 2024
Meruelo Group LLC 401(k) Plan
Data updated 2026-08-25
- $125M
- Total assets Near avg plan size
- 6,026
- Participants Above avg headcount
- 92nd
- Percentile by assets National rank
- $20,666
- Avg per participant Low balance/head
Official DOL plan name: Meruelo Group 401(k) Plan and Trust · Sponsored by Meruelo Group LLC · California · Management of Enterprises
$125M in assets, 6,026 participants
Meruelo Group LLC's Meruelo Group 401(k) Plan and Trust reported $125M in total assets and 6,026 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #892 in Management of Enterprises (1,133 peers)
Coverage in California
Meruelo Group 401(k) Plan and Trust covers 6,026 participants in California, 9.6x the typical California plan (state average ~630 per filing). Assets: $125M.
- #892
- in Management of Enterprises (1,133 peers)
- +14.0%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Meruelo Group 401(k) Plan and Trust's outsized position by total assets
Meruelo Group 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$124,530,424 Top 8% higher than 92% 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
Meruelo Group 401(k) Plan and Trust'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. Meruelo Group 401(k) Plan and Trust lands in the large band (6,026 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Meruelo Group 401(k) Plan and Trust reported participants rose from 3,047 in the plan year 2023 filing to 6,026 in the plan year 2024 filing.
- Meruelo Group 401(k) Plan and Trust reported net income fell from $21M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Meruelo Group 401(k) Plan and Trust end-of-year assets rose from $109M in the plan year 2023 filing to $125M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 901017707 · Meruelo Group LLC PY 2024 · 401(k)
Meruelo Group 401(k) Plan and Trust · $125M · 6,026 · 92nd
- IND $125M
- EOY 6,026
- 5500 92nd
- ASSETS 401(k)
- PCT near Maverick Capital, Ltd. 401(k) Plan
- EIN ind #892
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 Management of Enterprises retirement plans → · Plans in California →
Meruelo Group 401(k) Plan and Trust in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $109M |
|---|---|
| Net Assets (End of Year) | $125M |
| Net Income | $15M |
| Employer EIN | 901017707 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Meruelo Group LLC)
Sponsor-wide plan assets over time
All Meruelo Group LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $125M 13.99663556823161% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 3,047 | $109M |
| 2024 | 1 | 6,026 | $125M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Meruelo Group 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Maverick Capital, Ltd. 401(k) Plan in TX ($125M); by covered participants it is Krispy Kreme Doughnut Corporation Retirement Savings Plan in NC (6,022 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($125M here).
- Maverick Capital, Ltd. 401(k) Plan (TX) $125M · 97
- Populus Group, LLC 401(k) Profit Sharing Plan and Trust (MI) $125M · 5,358
- Providence Equity Partners L.L.C. 401(k) Plan (RI) $125M · 161
- The Corvallis Clinic, P.C. 401(k) Plan (MN) $124M · 568
Similar participant headcount
Nearest other-state filings by covered participants (6,026 participants); asset peers above are excluded.
- Krispy Kreme Doughnut Corporation Retirement Savings Plan (NC) 6,022 · 4 off
- Leonardo Drs, Inc. 401(k) Plan (VA) 6,030 · 4 off
- Carlisle, LLC Employee Incentive Savings Plan (AZ) 6,033 · 7 off
- Central Florida Investments, Inc. 401(k) Savings and Retirement Plan (FL) 6,018 · 8 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.