401(k) · DOL Form 5500 · 2024

Meruelo Group LLC 401(k) Plan

Data updated 2026-08-11

$125M
Total assets
6,026
Participants
92nd
Percentile by assets
$20,666
Avg per participant
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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.

  • 92nd percentile by assets (of 123,622 plans)
  • #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.

$125M
total plan assets (2024 EOY)
6,026
covered participants
92nd
percentile by assets (of 123,622 plans)
$20,666
avg assets per participant

Where Meruelo Group 401(k) Plan and Trust sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2023→2024 release diff →

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Meruelo Group 401(k) Plan and Trust reports 6,026 participants - 9.6x that state average ($125M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$109M
Net Assets (End of Year)$125M
Net Income$15M
Employer EIN901017707
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Meruelo Group LLC)

$105M$110M$115M$120M$125M$130M 20232024 $109M $125M ▲ +14.0%
Total plan assets by year, all Meruelo Group LLC plans on file
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.

Meruelo Group 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -200204060 Total assets ($B) Participants Meruelo Group 401(k)…, Total assets ($B): 0.124530424 · Participants: 6026Meruelo Group 401(k)…Google LLC 401(k) Sa…, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 4…, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 4…
Meruelo Group 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Meruelo Group 401(k) Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Meruelo Group 401(k) Plan and Trust assets move in 2024?
Meruelo Group 401(k) Plan and Trust grew at a solid clip - up 14.0% during 2024, from $109M to $125M. Reported net income was $15M.
How have Meruelo Group LLC plan assets changed over time?
Across 2 plan years on file (2023-2024), Meruelo Group LLC's sponsor-wide assets grew 14.0%, from $109M to $125M.
Where does Meruelo Group 401(k) Plan and Trust rank by assets among Form 5500 filers?
Meruelo Group 401(k) Plan and Trust ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Meruelo Group 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Maverick Capital, Ltd. 401(k) Plan in TX ($125M, 97 participants).

Filing takeaways

Ways to act on Meruelo Group 401(k) Plan and Trust's numbers.