Defined Benefit (Pension) · DOL Form 5500 · 2023
Merkley, Newman & Mclaws, Inc. Pension Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $435,229
- Avg per participant High balance/head
Official DOL plan name: Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan · Sponsored by Merkley, Newman & Mclaws, Inc. · Arizona · Professional & Technical Services
$1M in assets, 3 participants
Merkley, Newman & Mclaws, Inc.'s Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.
- #4,373 in Professional & Technical Services (20,321 peers)
Merkley, Newman & Mclaws, Inc. multi-year trail
Merkley, Newman & Mclaws, Inc.'s plans moved -13.0% in assets from 2022 to 2024; this filing shows Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan at $1M / 3 participants.
- #4,373
- in Professional & Technical Services (20,321 peers)
- +44.5%
- assets growth YoY
Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan among the smaller filed plans by assets
Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,305,686 26th percentile higher than 26% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan reported net income rose from -$24K in the plan year 2022 filing to $402K in the plan year 2023 filing.
- Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan end-of-year assets rose from $904K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 860819859 · Merkley, Newman & Mclaws, Inc. PY 2023 · Defined Benefit (Pension)
Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan · $1M · 3 · 26th
- ASSETS $1M
- ASSETS 3
- ASSETS 26th
- ASSETS Defined Benefit (Pension)
- ASSETS near Pension Plan-Amalgamated Meat Cutters & Retail Food Store Local 342
- ASSETS ind #4373
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 Professional & Technical Services retirement plans → · Plans in Arizona →
Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in the asset neighbourhood
Merkley, Newman & Mclaws, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Merkley, Newman & Mclaws, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 12.997975026502811% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 7 | $2M |
| 2023 | 3 | 11 | $3M |
| 2024 | 1 | 3 | $2M |
Merkley, Newman & Mclaws, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $904K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $402K |
| Employer EIN | 860819859 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Arizona
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Pinnacle West Capital Corporation Retirement Plan $3.3B · 5,824
- Salt River Project Employees' Retirement Plan $2.8B · 4,790
- Freeport Minerals Corporation Retirement Plan $1.4B · 2,597
- Desert States Employers & Ufcw Unions Pension Plan $1.0B · 19,139
- Avnet Pension Plan $501M · 2,483
Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Arizona, the nearest Defined Benefit (Pension) by assets is Pension Plan-Amalgamated Meat Cutters & Retail Food Store Local 342 in PA ($1M); by covered participants it is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.