Meriter Health Systems 401(k) and pension plans

Meriter Health Systems, Inc., Madison, WI. EIN 39-1412318. Annual reports 2009–2024. Also filed as Meriter Health Services, Inc.

Meriter Health Systems, Inc. has 2 active retirement plans on file. The largest is the Meriter 401(k) Plan, with 4,718 participants and $335 million in assets in 2024. Fidelity has been its recordkeeper since 2016.

Active plans: 2
Participants: 7,273
Plan assets: $527 million
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Health care

All 2 plans

Active plans first

Meriter 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 39-1412318
Participants (2024): 4,718
Net assets (2024): $335 million
Recordkeeper: FidelityEarlier: Empower (2009–2015)
Plan administrator: Meriter Health Systems, Inc.
202 S. Park Street
Madison, WI 53715
(608) 417-6054As filed for 2024
In effect since: January 1, 1985

Earlier sponsor: Meriter Health Services, Inc. (2009–2015).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,718	$335 million	Fidelity
2023	4,525	$297 million	Fidelity
2022	4,436	$256 million	Fidelity
2021	4,259	$301 million	Fidelity
2020	4,204	$268 million	Fidelity
2019	4,155	$241 million	Fidelity
2018	3,916	$199 million	Fidelity
2017	3,731	$212 million	Fidelity
2016	3,984	$180 million	Fidelity
2015	3,847	$180 million	Empower
2014	3,912	$183 million	Empower
2013	3,885	$168 million	Empower
2012	3,883	$134 million	Empower
2011	3,770	$108 million	Empower
2010	3,681	$102 million	Empower
2009	3,618	$80.5 million	Empower

Meriter Health Services Employee Retirement Plan

Cash balance pension, frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 39-1412318
Participants (2024): 2,555
Net assets (2024): $192 million
Last listed administrator: PrincipalEarlier: Calamos Advisors (2012)
Plan administrator: Meriter Health Services, Inc.
202 S. Park Street
Madison, WI 53715
(608) 417-6054As filed for 2024
In effect since: January 1, 1976

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,555	$192 million	not listed
2023	2,657	$204 million	not listed
2022	2,770	$205 million	not listed
2021	2,902	$267 million	not listed
2020	3,068	$265 million	Principal
2019	2,751	$231 million	Principal
2018	3,324	$201 million	Principal
2017	3,465	$221 million	Principal
2016	3,594	$179 million	Principal
2015	3,794	$180 million	Principal
2014	4,369	$227 million	Principal
2013	4,008	$192 million	Principal
2012	3,959	$183 million	Calamos Advisors
2011	3,799	$159 million	not listed
2010	3,778	$157 million	not listed
2009	3,753	$137 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Meriter 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((608) 417-6054). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Meriter 401(k) Plan

Meriter Health Services Employee Retirement Plan

If you had money in one of these plans

What these numbers are

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