Meriter Health Systems, Inc. 401(k) Plan: Login, Facts & Contact Information

Meriter Health Systems, Inc. 401(k) Plan Facts

Plan name
MERITER 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
MERITER HEALTH SYSTEMS, INC.
Participants
4,525 (3,454 active employees)
Former employees with a balance
1,220
Plan assets
$334,646,040 at Dec 31, 2024
Average account balance
$73,403 across 4,559 accounts
Employer contributions
$7,071,742 in plan year 2024 (27% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1985
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 18, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $26.3 million went into the plan in contributions, $7.07 million of it from the employer (27%).
  • $28.6 million was paid out to participants.
  • Investment and other income added $39.7 million.
  • Administrative expenses were $194,583, about $43 per account.

How the Meriter Health Systems, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20193,916$240.5 million$5.93 million$18.9 million
20204,155$268.4 million$5.99 million$23.7 million
20214,204$300.5 million$6.64 million$24.6 million
20224,259$255.6 million$6.49 million$18.9 million
20234,436$297.4 million$6.72 million$26.2 million
20244,525$334.6 million$7.07 million$28.6 million

Meriter Health Systems, Inc. 401(k) Contact Information

Phone
608-417-6054
Mailing address
202 S. PARK STREET, MADISON WI 53715
Plan sponsor
MERITER HEALTH SYSTEMS, INC.
Employer identification number (EIN)
39-1412318
Plan number
003

Questions about the Meriter Health Systems, Inc. 401(k)

Does Meriter Health Systems, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $7.07 million, 27% of all contributions.

Does the Meriter Health Systems, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Meriter Health Systems, Inc 401(k) plan?

4,525 participants at the start of plan year 2024, 3,454 of them active employees, and 1,220 former employees who still had money in the plan.

What is the average 401(k) balance at Meriter Health Systems, Inc?

About $73,403 per account: $334.6 million in plan assets across 4,559 accounts with a balance at the end of plan year 2024.

Who manages the Meriter Health Systems, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Meriter Health Systems, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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