Defined Benefit (Pension) · DOL Form 5500 · 2022

Meritan, Inc. Pension Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
9
Participants Small participant base
77th
Percentile by assets National rank
$2.3M
Avg per participant High balance/head
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Official DOL plan name: Senior Services Retirement Plan · Sponsored by Meritan, Inc. · Tennessee · Healthcare & Social Assistance

$20M in assets, 9 participants

Meritan, Inc.'s Senior Services Retirement Plan reported $20M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #16,256 in Healthcare & Social Assistance (20,060 peers)

Where Senior Services Retirement Plan sits by assets

Senior Services Retirement Plan sits in the top quartile of all filed plans by assets, $20M for 9 participants (~$2.3M/participant), down 4.7% in 2022.

#16,256
in Healthcare & Social Assistance (20,060 peers)
-4.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $997K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Senior Services Retirement Plan's outsized position by total assets

Senior Services Retirement Plan vs every filed plan by assets

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

$20,260,489 Top 23% higher than 77% 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

Senior Services Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Senior Services Retirement Plan is a micro filing (9 participants), the leftmost band.

Published 5500 schedule card

Filing strip 620674655 · Meritan, Inc. PY 2022 · Defined Benefit (Pension)

Senior Services Retirement Plan · $20M · 9 · 77th

  • VS-ST $20M
  • BOY 9
  • SCH 77th
  • EBSA Defined Benefit (Pension)
  • PART near Seven Hills Anesthesia, LLC Defined Benefit Plan
  • TYPE ind #16256

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 Tennessee →

Senior Services Retirement Plan in the asset neighbourhood

Lakeside Bank Retirement Plan$20MSeven Hills Anesthesia, LLC Defined Benefit PlanSeven Hills Anesthesia, LLC …$20MWestinghouse Pension Plan for Operations in Puerto RicoWestinghouse Pension Plan fo…$20MThe Community Builders Retirement PlanThe Community Builders Retir…$20MSenior Services Retirement PlanSenior Services Retirement P…$20M
End-of-year total assets ($M) among Senior Services Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$20M
Net Income-$997K
Employer EIN620674655
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Meritan, Inc.)

Sponsor-wide plan assets over time

All Meritan, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 7.802679499085119% vs 2022
2024 filing year
$21M$22M$23M$24M$25M 202220232024 $22.6M $24.3M ▲ +7.8%
Year Plans Participants Total Assets
2022 2 465 $23M
2023 1 9 $22M
2024 1 8 $24M

Nearby Defined Benefit (Pension) Plans in Tennessee

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

Senior Services Retirement Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Senior Services Retirement Plan, Total assets ($B): 0.020260489 · Participants: 9Senior Services Retirement PlanFedex Corporation Employees' Pension Plan, Total assets ($B): 25.607567505 · Participants: 119742Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.844607131 · Participants: 20914Retirement Plan of International Paper CompanyPension Plan for Employees at Ornl, Total assets ($B): 2.326549411 · Participants: 5460Pension Plan for Employees at OrnlRetirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee, Total assets ($B): 2.039541449 · Participants: 2920Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, TennesseeNissan Employee Retirement Plan, Total assets ($B): 1.533696203 · Participants: 4575Nissan Employee Retirement Plan
Senior Services Retirement Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Senior Services Retirement Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Seven Hills Anesthesia, LLC Defined Benefit Plan in OH ($20M); by covered participants it is Teamsters Union Local 970 Pension Plan for Metal-Matic, Inc. in MN (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Senior Services Retirement Plan assets move in 2022? ▼
Senior Services Retirement Plan edged down modestly - down 4.7% during 2022, from $21M to $20M. Reported net income was -$997K.
How have Meritan, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Meritan, Inc.'s sponsor-wide assets grew 7.8%, from $23M to $24M.
Where does Senior Services Retirement Plan rank by assets among Form 5500 filers? ▼
Senior Services Retirement Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Senior Services Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Seven Hills Anesthesia, LLC Defined Benefit Plan in OH ($20M, 258 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Senior Services Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Teamsters Union Local 970 Pension Plan for Metal-Matic, Inc. in MN (9 participants, N/A 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 620674655.

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.