Employer · plans filed under one EIN
Meriter Health Systems, Inc.
Madison, WI · Health care and social assistance
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
2 retirement plans with 100 or more participants file Form 5500 under Meriter Health Systems, Inc.'s employer identification number (Madison, Wisconsin). Their latest filings total 7,273 participant records and $527M in net assets.
The largest is Meriter 401(k) Plan, a 401(k) plan with 4,718 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $7.1M and participant contributions $16.5M in the latest plan years; benefits paid were $44.6M. Schedule C compensation reported to service provider organisations totalled $1.8M.
Combined net assets moved from $218M in 2009 to $527M in 2024 (up 142%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Meriter 401(k) Plan | 401(k) plan | 2024 | 4,718 | $335M | $70,914 | $2,047 | $197K |
| Meriter Health Services Employee Retirement Plan | cash balance pension plan | 2024 | 2,555 | $192M | $75,309 | — | $1.6M |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 7,273 | $527M | $7.1M | $16.5M |
| 2023 | 2 | 7,182 | $502M | $6.7M | $15.3M |
| 2022 | 2 | 7,206 | $461M | $14.5M | $14.7M |
| 2021 | 2 | 7,161 | $568M | $14.6M | $14.1M |
| 2020 | 2 | 7,272 | $534M | $14.0M | $11.9M |
| 2019 | 2 | 6,906 | $471M | $13.9M | $11.6M |
| 2018 | 2 | 7,240 | $400M | $13.7M | $10.9M |
| 2017 | 2 | 7,196 | $433M | $38.5M | $10.1M |
| 2016 | 2 | 7,578 | $358M | $13.7M | $10.0M |
| 2015 | 2 | 7,641 | $360M | $21.7M | $12.6M |
| 2014 | 2 | 8,281 | $410M | $43.2M | $12.7M |
| 2013 | 2 | 7,893 | $360M | $10.2M | $12.2M |
| 2012 | 2 | 7,842 | $316M | $18.1M | $11.5M |
| 2011 | 2 | 7,569 | $267M | $8.9M | $10.6M |
| 2010 | 2 | 7,459 | $259M | $10.9M | $10.5M |
| 2009 | 2 | 7,371 | $218M | $9.4M | $10.3M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| LG Invest MGMT America Inc. | Investment advisory (plan) | 1 | $961,523 |
| Fid MGMT Trust Co. | Consulting (pension) | 1 | $343,698 |
| Mercer | Investment advisory (plan) | 1 | $166,407 |
| Fidelity Investments Institutional | Participant loan processing | 1 | $159,966 |
| US Bank Trust | Trustee (bank, trust company, or similar financial institution) | 1 | $130,653 |
| Strategic Advisors, Inc. | Investment advisory (plan) | 1 | $36,700 |
| Pershing LLC | Consulting (pension) | 1 | $9,755 |
| Leeward Investments LLC | Investment advisory (plan) | 1 | $9,506 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Meriter Health Systems, Inc. have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Meriter 401(k) Plan and Meriter Health Services Employee Retirement Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Meriter Health Systems, Inc. contribute to its plans?
$7,071,742 in employer contributions across these plans in their latest plan years, about $1,613 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name LG Invest MGMT America Inc., Fid MGMT Trust Co., Mercer and Fidelity Investments Institutional and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.