Defined Benefit (Pension) · DOL Form 5500 · 2022

Meriwest Credit Union Pension Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
202
Participants Below avg headcount
91st
Percentile by assets National rank
$347,607
Avg per participant High balance/head
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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.

  • #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.

#7,856
in Finance & Insurance (9,261 peers)
-14.0%
assets change YoY
0.7×
vs typical plan assets (national mean)

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.

Meriwest Credit Union Retirement Plan's outsized position 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 $2,050,000,000 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

Meriwest Credit Union Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Meriwest Credit Union Retirement Plan sits mid-pack in the medium band (202 participants).

Published 5500 schedule card

Filing strip 941521987 · Meriwest Credit Union PY 2022 · Defined Benefit (Pension)

Meriwest Credit Union Retirement Plan · $70M · 202 · 91st

  • VS-ST $70M
  • VS-ST 202
  • VS-ST 91st
  • VS-ST Defined Benefit (Pension)
  • VS-ST near State Department Federal Credit Union Defined Benefit Pension Plan and Trust
  • VS-ST ind #7856

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 Finance & Insurance retirement plans → · Plans in California →

Meriwest Credit Union Retirement Plan in the asset neighbourhood

Retirement Income Plan for Bargaining Unit Employees of Datex-Ohmeda, Inc.Retirement Income Plan for B…$70MState Department Federal Credit Union Defined Benefit Pension Plan and TrustState Department Federal Cre…$70MMeriwest Credit Union Retirement PlanMeriwest Credit Union Retire…$70ML3harris Communication Systems - East Pension Plan for Bargaining Unit EmployeesL3harris Communication Syste…$70MUfcw Local 23 & Giant Eagle Pension FundUfcw Local 23 & Giant Eagle …$70M
End-of-year total assets ($M) among Meriwest Credit Union Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Meriwest Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$118M 22.03241926592662% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $97M $118M ▲ +22.0%
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 ($B) Participants Meriwest Credit Union Retirement Plan, Total assets ($B): 0.070216555 · Participants: 202Meriwest Credit Union Retirement PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
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 →

Meriwest Credit Union Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is State Department Federal Credit Union Defined Benefit Pension Plan and Trust in VA ($70M); by covered participants it is King Abdullah University of Science & Technology Retirement Plan in (202 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (202 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.

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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Meriwest Credit Union Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is King Abdullah University of Science & Technology Retirement Plan in (202 participants, $32M in assets).

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.