ESOP
2022 plan-year ESOP DOL Form 5500

Meba Pension Trust-Money Purchase Benefit Plan

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

Sponsored by Board of Trustees, Meba Pension Trust-Money Purchase Benefit · Maryland · Transportation & Warehousing

What the 2023 filing shows

Meba Pension Trust-Money Purchase Benefit Plan holds $230M for 2,945 participants — about $78,107 per participant, down 17.7% over the 2022 plan year.

$230M
total plan assets (2022 EOY)
2,945
covered participants
$78,107
avg assets per participant
-17.7%
assets change YoY

The plan reported a net loss of $49M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$230M
Participants
2,945
State
Industry
Transportation & Warehousing

What the Filing Says About Meba Pension Trust-Money Purchase Benefit Plan

Meba Pension Trust-Money Purchase Benefit Plan is a ESOP retirement plan sponsored by Board of Trustees, Meba Pension Trust-Money Purchase Benefit, headquartered in Maryland. As of the 2022 Form 5500 filing, the plan reports $230M in total end-of-year assets and covers 2,945 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 516029896, and the plan has been effective since 2000-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $280M at the beginning of 2022 to $230M at year-end — a decline of 17.7%. Net assets (after liabilities) closed the year at $230M, with reported net income of $-49,195,946 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 — 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)$280M
Total Assets (End of Year)$230M
Net Assets (End of Year)$230M
Net Income$-49,195,946
Plan TypeESOP
Employer EIN516029896
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Meba Pension Trust-Money Purchase Benefit)

Year Plans Participants Total Assets
2022 3 6,983 $1.3B
2023 3 7,111 $1.5B
2024 3 7,049 $1.6B

Nearby ESOP Plans in Maryland

Peer ESOP plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Meba Pension Trust-Money Purchase Benefit Plan?
As of the 2022 Form 5500 filing, Meba Pension Trust-Money Purchase Benefit Plan holds $230M in total assets with 2,945 participants. It is sponsored by Board of Trustees, Meba Pension Trust-Money Purchase Benefit.
What type of plan is Meba Pension Trust-Money Purchase Benefit Plan?
Meba Pension Trust-Money Purchase Benefit Plan is a ESOP plan. It has been effective since 2000-01-01. The plan is filed with the U.S. Department of Labor under EIN 516029896.
Who sponsors the Meba Pension Trust-Money Purchase Benefit Plan?
Meba Pension Trust-Money Purchase Benefit Plan is sponsored by Board of Trustees, Meba Pension Trust-Money Purchase Benefit, located in Maryland. The sponsor's EIN is 516029896 and the plan operates in the Transportation & Warehousing industry.
How did Meba Pension Trust-Money Purchase Benefit Plan perform in 2022?
Meba Pension Trust-Money Purchase Benefit Plan declined by 17.7% during 2022, moving from $280M to $230M in total assets. Net income was $-49,195,946.
Where can I find official filings for Meba Pension Trust-Money Purchase Benefit Plan?
Official Form 5500 filings for Meba Pension Trust-Money Purchase Benefit Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 516029896 or plan name at efast.dol.gov.
How does Meba Pension Trust-Money Purchase Benefit Plan compare to other plans?
You can compare Meba Pension Trust-Money Purchase Benefit Plan against other ESOP plans on the plan type page, or view plans in Maryland 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) — original filing retrieval by EIN 516029896.

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

Reference: IRS Publication 590-B — 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.