Defined Benefit (Pension) · DOL Form 5500 · 2022
Merkley, Newman & Mclaws, Inc. Pension Plan
Data updated 2026-08-25
- $904K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $301,224
- Avg per participant High balance/head
Official DOL plan name: Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan · Sponsored by Merkley, Newman & Mclaws, Inc. · Arizona · Professional & Technical Services
$904K in assets, 3 participants
Merkley, Newman & Mclaws, Inc.'s Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan reported $904K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 24th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #4,357 in Professional & Technical Services (21,562 peers)
Merkley, Newman & Mclaws, Inc. multi-year trail
Merkley, Newman & Mclaws, Inc.'s plans moved -13.0% in assets from 2022 to 2024; this filing shows Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan at $904K / 3 participants.
- #4,357
- in Professional & Technical Services (21,562 peers)
- -2.6%
- assets change YoY
The plan reported a net loss of $24K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan among the smaller filed plans by assets
Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$903,672 24th percentile higher than 24% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan is a micro filing (3 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 860819859 · Merkley, Newman & Mclaws, Inc. PY 2022 · Defined Benefit (Pension)
Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan · $904K · 3 · 24th
- NET $904K
- NET 3
- NET 24th
- NET Defined Benefit (Pension)
- NET near Slam Book Inc Defined Benefit Pension Plan
- NET ind #4357
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Arizona →
Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in the asset neighbourhood
Merkley, Newman & Mclaws, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Merkley, Newman & Mclaws, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 12.997975026502811% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 7 | $2M |
| 2023 | 3 | 11 | $3M |
| 2024 | 1 | 3 | $2M |
Merkley, Newman & Mclaws, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $928K |
|---|---|
| Net Assets (End of Year) | $904K |
| Net Income | -$24K |
| Employer EIN | 860819859 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Arizona
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Pinnacle West Capital Corporation Retirement Plan $3.2B · 5,840
- Salt River Project Employees' Retirement Plan $2.5B · 4,802
- Freeport Minerals Corporation Retirement Plan $1.4B · 2,788
- Desert States Employers & Ufcw Unions Pension Plan $960M · 25,673
- Avnet Pension Plan $591M · 2,609
Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Arizona, the nearest Defined Benefit (Pension) by assets is Slam Book Inc Defined Benefit Pension Plan in CA ($906K); by covered participants it is Smk Financial Enterprises Inc Cash Balance Plan in CA (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($904K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.