Meritan 403(b) match, vesting and fees
What Meritan's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 133,113 defined-contribution plans in health care and social assistance with fewer than 100 participants.
| Meritan: employer contribution per participant | $1,044 | |
| Peer median | $2,023 |
| Meritan: average balance | $51,685 | |
| Peer median | $61,526 |
| Meritan: admin expenses ÷ assets | 0.09% | |
| Peer median | 0.44% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $1.9M at the end of plan year 2021 to $3.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 398 | $3.6M | $73K | $1,044 | 0.09% | Not published | 5500-SF ↗ |
| 2023 | 476 | $3M | $71K | $993 | 0.14% | Not published | 5500-SF ↗ |
| 2022 | 482 | $2.3M | $88K | $1,371 | 0.16% | Not published | Form 5500 ↗ |
| 2021 | 469 | $1.9M | $32K | $500 | 0.20% | Not published | Form 5500 ↗ |
Other Meritan plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Senior Services Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Penchecks Trust | Schedule C ↗ |
| Independent auditor | Watkins Uiberall, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Meritan match 401(k) contributions?
The match terms for the Meritan, Inc. 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $73K in employer contributions, about $1,044 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Meritan 401(k) match vested?
The vesting schedule for the Meritan, Inc. 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Meritan 401(k)?
The filing names Meritan, Inc. as plan administrator; it does not list a recordkeeper.
I left Meritan. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Meritan, Inc., (901) 766-0600). The Meritan old 401(k) page lists the contacts from every plan filing. Find an old Meritan 401(k)
Data from the public Form 5500 annual reports Meritan filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Meritan. Not financial advice. Report a correction · Methodology