ESOP · DOL Form 5500 · 2024

Meridian Associates, Inc. ESOP

Data updated 2026-08-25

$633K
Total assets Small plan by assets
18
Participants Small participant base
20th
Percentile by assets National rank
$35,187
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Meridian Associates, Inc. Employee Stock Ownership Plan · Sponsored by Meridian Associates, Inc. · Massachusetts · Professional & Technical Services

$633K in assets, 18 participants

Meridian Associates, Inc.'s Meridian Associates, Inc. Employee Stock Ownership Plan reported $633K in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,001 in Professional & Technical Services (20,173 peers)

Meridian Associates, Inc. multi-year trail

Meridian Associates, Inc.'s plans moved -47.3% in assets from 2022 to 2024; this filing shows Meridian Associates, Inc. Employee Stock Ownership Plan at $633K / 18 participants.

#3,001
in Professional & Technical Services (20,173 peers)
-10.2%
assets change YoY

Meridian Associates, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Meridian Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$633,363 20th percentile higher than 20% 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 Associates, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Meridian Associates, Inc. Employee Stock Ownership Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Meridian Associates, Inc. Employee Stock Ownership Plan reported net income rose from -$324K in the plan year 2023 filing to $107K in the plan year 2024 filing.
  • Meridian Associates, Inc. Employee Stock Ownership Plan reported participants fell from 21 in the plan year 2023 filing to 18 in the plan year 2024 filing.
  • Meridian Associates, Inc. Employee Stock Ownership Plan end-of-year assets fell from $706K in the plan year 2023 filing to $633K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 043071690 · Meridian Associates, Inc. PY 2024 · ESOP

Meridian Associates, Inc. Employee Stock Ownership Plan · $633K · 18 · 20th

  • TYPE $633K
  • TYPE 18
  • TYPE 20th
  • TYPE ESOP
  • TYPE near Omnibuild Management, Inc. Employee Stock Ownership Plan
  • TYPE ind #3001

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 What is an ESOP? → · Plans in Massachusetts →

Meridian Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Meridian Associates, Inc. Employee Stock Ownership PlanMeridian Associates, Inc. Em…$633KOmnibuild Management, Inc. Employee Stock Ownership PlanOmnibuild Management, Inc. E…$632KAbhs Holdings, Inc. Employee Stock Ownership PlanAbhs Holdings, Inc. Employee…$632KTraulsen & Co., Inc. Employee Stock Ownership PlanTraulsen & Co., Inc. Employe…$635KMistral Retirement Savings PlanMistral Retirement Savings P…$631K
End-of-year total assets ($M) among Meridian Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Meridian Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Meridian Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$633K 47.2802898005457% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $1.2M $0.63M ▼ -47.5%
Year Plans Participants Total Assets
2022 1 24 $1M
2023 1 21 $706K
2024 1 18 $633K

Meridian Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$706K
Net Assets (End of Year)-$834K
Net Income$107K
Employer EIN043071690
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

Peer ESOP plans, same state, same plan type, ranked by total assets.

Meridian Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Meridian Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 0.633363 · Participants: 18Meridian Associates, Inc. Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 729.34706 · Participants: 1684Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 367.792322 · Participants: 139The Gillette Company Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 253.372727 · Participants: 445First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanDavid Clark Employee Stock Ownership Plan, Total assets ($M): 182.6375 · Participants: 236David Clark Employee Stock Ownership PlanNew England Biolabs, Inc. Non-Voting Stock Ownership Plan, Total assets ($M): 162.974294 · Participants: 424New England Biolabs, Inc. Non-Voting Stock Ownership Plan
Meridian Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Meridian Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Meridian Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Omnibuild Management, Inc. Employee Stock Ownership Plan in NY ($632K); by covered participants it is Aga Distribution Specialists, Inc. Employee Stock Ownership Plan in OR (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Associates, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Meridian Associates, Inc. Employee Stock Ownership Plan pulled back noticeably - down 10.2% during 2024, from $706K to $633K. Reported net income was $107K.
How have Meridian Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Meridian Associates, Inc.'s sponsor-wide assets declined 47.3%, from $1M to $633K.
Where does Meridian Associates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Meridian Associates, Inc. Employee Stock Ownership Plan ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Meridian Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Omnibuild Management, Inc. Employee Stock Ownership Plan in NY ($632K, 57 participants).
Which ESOP plans cover a similar participant headcount to Meridian Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Aga Distribution Specialists, Inc. Employee Stock Ownership Plan in OR (18 participants, $2M 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 043071690.

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.