Defined Benefit (Pension) · DOL Form 5500 · 2022

Meriter Health Services, Inc. Pension Plan

Data updated 2026-08-25

$205M
Total assets Near avg plan size
1,216
Participants Near avg headcount
96th
Percentile by assets National rank
$168,697
Avg per participant Above avg balance/head
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Official DOL plan name: Meriter Health Services Employee Retirement Plan · Sponsored by Meriter Health Services, Inc. · Wisconsin · Healthcare & Social Assistance

$205M in assets, 1,216 participants

Meriter Health Services, Inc.'s Meriter Health Services Employee Retirement Plan reported $205M in total assets and 1,216 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #19,309 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

Meriter Health Services Employee Retirement Plan covers 1,216 participants in Wisconsin, 2.2x the typical Wisconsin plan (state average ~563 per filing). Assets: $205M.

#19,309
in Healthcare & Social Assistance (20,060 peers)
-23.2%
assets change YoY
2.1×
vs typical plan assets (national mean)

The plan reported a net loss of $62M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Meriter Health Services Employee Retirement Plan's outsized position by total assets

Meriter Health Services Employee Retirement Plan vs every filed plan by assets

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

$205,135,325 Top 4% higher than 96% 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

Meriter Health Services Employee Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Meriter Health Services Employee Retirement Plan lands in the large band (1,216 participants).

Plan-year Form 5500 strip

Filing strip 391412318 · Meriter Health Services, Inc. PY 2022 · Defined Benefit (Pension)

Meriter Health Services Employee Retirement Plan · $205M · 1,216 · 96th

  • RANK $205M
  • PHOTO 1,216
  • IND 96th
  • EOY Defined Benefit (Pension)
  • 5500 near Steamfitters Local Union No. 464 Pension Plan
  • ASSETS ind #19309

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

Meriter Health Services Employee Retirement Plan in the asset neighbourhood

Meriter Health Services Employee Retirement PlanMeriter Health Services Empl…$205MSteamfitters Local Union No. 464 Pension PlanSteamfitters Local Union No.…$205MNorthshore University Healthsystem Pension PlanNorthshore University Health…$205MThe Bank of Tokyo-Mitsubishi Ufj, Ltd.The Bank of Tokyo-Mitsubishi…$205MRalcorp Holdings, Inc. Retirement PlanRalcorp Holdings, Inc. Retir…$205M
End-of-year total assets ($M) among Meriter Health Services Employee Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$267M
Net Assets (End of Year)$205M
Net Income-$62M
Employer EIN391412318
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Meriter Health Services, Inc.)

Sponsor-wide plan assets over time

All Meriter Health Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$527M 14.397604842198723% vs 2022
2024 filing year
$440M$460M$480M$500M$520M$540M 202220232024 $461M $527M ▲ +14.4%
Year Plans Participants Total Assets
2022 2 4,258 $461M
2023 2 4,254 $502M
2024 2 4,261 $527M

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Meriter Health Services Employee Retirement Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 020004000600080001000012000 01234 Total assets ($B) Participants Meriter Health Services Employee Retirement Plan, Total assets ($B): 0.205135325 · Participants: 1216Meriter Health Services Employee Retirement PlanThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.074208374 · Participants: 7377The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 2.951985172 · Participants: 9724Building Trades United Pension Trust Fund Milwaukee and VicinityRockwell Automation Pension Plan, Total assets ($B): 2.144532065 · Participants: 3077Rockwell Automation Pension PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 1.927367772 · Participants: 7278The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.826706645 · Participants: 1744Harley-Davidson Retirement Plan
Meriter Health Services Employee Retirement Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Meriter Health Services Employee Retirement Plan side-by-side with 3 peers →

Meriter Health Services Employee Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Steamfitters Local Union No. 464 Pension Plan in NE ($205M); by covered participants it is The Retirement Income Plan of Keyspan Corporation in NY (1,216 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($205M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,216 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 Meriter Health Services Employee Retirement Plan assets move in 2022? ▼
Meriter Health Services Employee Retirement Plan declined sharply - down 23.2% during 2022, from $267M to $205M. Reported net income was -$62M.
How have Meriter Health Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Meriter Health Services, Inc.'s sponsor-wide assets grew 14.4%, from $461M to $527M.
Where does Meriter Health Services Employee Retirement Plan rank by assets among Form 5500 filers? ▼
Meriter Health Services Employee Retirement Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Meriter Health Services Employee Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Steamfitters Local Union No. 464 Pension Plan in NE ($205M, 1,066 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Meriter Health Services Employee Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Retirement Income Plan of Keyspan Corporation in NY (1,216 participants, $2.1B 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 391412318.

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.