How big is Mesa Financial, Inc.'s plan?

Mesa Financial, Inc.'s plan reported $467K in assets and 13 participants for 2025.

Original filing (PDF)20260430220729NAL0000470993063

Mesa Financial, Inc.

Name: Mesa Financial, Inc. — Mesa Financial 401(k) Plan, Form 5500 (2025)
Creator: Mesa Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mesa Financial 401(k) Plan

401(k) retirement plan · Mesa Financial, Inc.'s Mesa Financial 401(k) Plan held $467K in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$467K

Net assets (EOY)

$467K

People on this filing

Elantha Barry signed Mesa Financial, Inc.'s 2025 Form 5500 as plan administrator.

Elantha Barry — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Mesa Financial, Inc.'s EIN is 87-2384159.

EIN 87-2384159

Plan number 001

Plan year 2025

ACK ID 20260430220729NAL0000470993063

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Mesa Financial, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Mesa Financial, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MESA FINANCIAL, INC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score