Other
2022 plan-year Other DOL Form 5500

Meriter Health Services Employee Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by Meriter Health Services, Inc. Β· Wisconsin Β· Healthcare & Social Assistance

What the 2023 filing shows

Meriter Health Services Employee Retirement Plan holds $205M for 1,216 participants - about $168,697 per participant, down 23.2% over the 2022 plan year.

$205M
total plan assets (2022 EOY)
1,216
covered participants
$168,697
avg assets per participant
-23.2%
assets change YoY

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

Total Assets (2023)
$205M
Participants
1,216
State
Industry
Healthcare & Social Assistance

What the Filing Says About Meriter Health Services Employee Retirement Plan

Meriter Health Services Employee Retirement Plan is a Other retirement plan sponsored by Meriter Health Services, Inc., headquartered in Wisconsin. As of the 2022 Form 5500 filing, the plan reports $205M in total end-of-year assets and covers 1,216 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 391412318, and the plan has been effective since 1976-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $267M at the beginning of 2022 to $205M at year-end β€” a decline of 23.2%. Net assets (after liabilities) closed the year at $205M, with reported net income of $-62,111,434 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$267M
Total Assets (End of Year)$205M
Net Assets (End of Year)$205M
Net Income$-62,111,434
Plan TypeOther
Employer EIN391412318
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Meriter Health Services, Inc.)

Year Plans Participants Total Assets
2022 2 4,258 $461M
2023 2 4,254 $502M
2024 2 4,261 $527M

Nearby Other Plans in Wisconsin

Peer Other plans β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the Meriter Health Services Employee Retirement Plan?
As of the 2022 Form 5500 filing, Meriter Health Services Employee Retirement Plan holds $205M in total assets with 1,216 participants. It is sponsored by Meriter Health Services, Inc..
What type of plan is Meriter Health Services Employee Retirement Plan?
Meriter Health Services Employee Retirement Plan is a Other plan. It has been effective since 1976-01-01. The plan is filed with the U.S. Department of Labor under EIN 391412318.
Who sponsors the Meriter Health Services Employee Retirement Plan?
Meriter Health Services Employee Retirement Plan is sponsored by Meriter Health Services, Inc., located in Wisconsin. The sponsor's EIN is 391412318 and the plan operates in the Healthcare & Social Assistance industry.
How did Meriter Health Services Employee Retirement Plan perform in 2022?
Meriter Health Services Employee Retirement Plan declined by 23.2% during 2022, moving from $267M to $205M in total assets. Net income was $-62,111,434.
Where can I find official filings for Meriter Health Services Employee Retirement Plan?
Official Form 5500 filings for Meriter Health Services Employee Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 391412318 or plan name at efast.dol.gov.
How does Meriter Health Services Employee Retirement Plan compare to other plans?
You can compare Meriter Health Services Employee Retirement Plan against other Other plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 391412318.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

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