Defined Benefit (Pension) · DOL Form 5500 · 2022

Meriwest Credit Union Pension Plan

Data updated 2026-08-11

$70M
Total assets
202
Participants
91st
Percentile by assets
$347,607
Avg per participant
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Official DOL plan name: Meriwest Credit Union Retirement Plan · Sponsored by Meriwest Credit Union · California · Finance & Insurance

$70M in assets, 202 participants

Meriwest Credit Union's Meriwest Credit Union Retirement Plan reported $70M in total assets and 202 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 139,126 plans)
  • #7,856 in Finance & Insurance (9,261 peers)

Coverage in California

Meriwest Credit Union Retirement Plan covers 202 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $70M.

$70M
total plan assets (2022 EOY)
202
covered participants
91st
percentile by assets (of 139,126 plans)
$347,607
avg assets per participant

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Meriwest Credit Union Retirement Plan sits by total assets

Meriwest Credit Union Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$70,216,555 Top 9% higher than 91% of 139,123 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State
California
Industry
Finance & Insurance

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Meriwest Credit Union Retirement Plan reports 202 participants - about 32% of that state average ($70M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$70M
Net Income-$11M
Employer EIN941521987
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Meriwest Credit Union)

$90M$100M$110M$120M$130M 202220232024 $97M $118M ▲ +22.0%
Total plan assets by year, all Meriwest Credit Union plans on file
Year Plans Participants Total Assets
2022 2 422 $97M
2023 2 423 $110M
2024 2 431 $118M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Meriwest Credit Union Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Meriwest Credit Unio…, Total assets ($B): 0.070216555 · Participants: 202Meriwest Credit Unio…Kaiser Permanente Re…, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Re…Pacific Gas and Elec…, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Elec…Retirement Plan for …, Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for …Disney Salaried Pens…, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pens…Wells Fargo & Compan…, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Compan…
Meriwest Credit Union Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Meriwest Credit Union Retirement Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Meriwest Credit Union Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Meriwest Credit Union Retirement Plan assets move in 2022? ▼
Meriwest Credit Union Retirement Plan pulled back noticeably - down 14.0% during 2022, from $82M to $70M. Reported net income was -$11M.
How have Meriwest Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Meriwest Credit Union's sponsor-wide assets grew 22.0%, from $97M to $118M.
Where does Meriwest Credit Union Retirement Plan rank by assets among Form 5500 filers? ▼
Meriwest Credit Union Retirement Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Meriwest Credit Union Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is State Department Federal Credit Union Defined Benefit Pension Plan and Trust in VA ($70M, 38 participants).

Next read for Meriwest Credit Union Retirement Plan

Filing takeaways

Ways to act on Meriwest Credit Union Retirement Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 941521987.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.