Defined Benefit (Pension) · DOL Form 5500 · 2023

Meridian Investment Mgmt, Inc. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
35th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Meridian Investment Mgmt, Inc. Defined Benefit Pension Plan · Sponsored by Meridian Investment Mgmt, Inc. · California · Real Estate

$3M in assets, 2 participants

Meridian Investment Mgmt, Inc.'s Meridian Investment Mgmt, Inc. Defined Benefit Pension Plan reported $3M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,582 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Meridian Investment Mgmt, Inc. Defined Benefit Pension Plan ranks #2,582 of 4,727 2023 filers by assets (922% of the sector average)-$3M for 2 participants.

#2,582
in Real Estate (4,727 peers)
-25.3%
assets change YoY

The plan reported a net loss of $953K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Meridian Investment Mgmt, Inc. Defined Benefit Pension Plan's mid-pack asset rank among Real Estate and all filers

Meridian Investment Mgmt, Inc. Defined Benefit Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,816,618 35th percentile higher than 35% of 127,068 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 2023

Meridian Investment Mgmt, 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. Meridian Investment Mgmt, Inc. Defined Benefit Pension Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Meridian Investment Mgmt, Inc. Defined Benefit Pension Plan reported net income fell from $1M in the plan year 2022 filing to -$953K in the plan year 2023 filing.
  • Meridian Investment Mgmt, Inc. Defined Benefit Pension Plan end-of-year assets fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 043354937 · Meridian Investment Mgmt, Inc. PY 2023 · Defined Benefit (Pension)

Meridian Investment Mgmt, Inc. Defined Benefit Pension Plan · $3M · 2 · 35th

  • TYPE $3M
  • NET 2
  • BOOK 35th
  • VS-ST Defined Benefit (Pension)
  • BOY near M Orhan Kaymakcalan Md Defined Benefit Plan and Trust
  • SCH ind #2582

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 Real Estate retirement plans → · Plans in California →

Meridian Investment Mgmt, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Meridian Investment Mgmt, Inc. Defined Benefit Pension PlanMeridian Investment Mgmt, In…$3MM Orhan Kaymakcalan Md Defined Benefit Plan and TrustM Orhan Kaymakcalan Md Defin…$3MPension Plan of Aurelia Osborn Fox Memorial HospitalPension Plan of Aurelia Osbo…$3MOtis Elevator Company Puerto Rico Pension PlanOtis Elevator Company Puerto…$3MAbilene Diagnostic Clinic, PLLC Dbpp & T #1Abilene Diagnostic Clinic, P…$3M
End-of-year total assets ($M) among Meridian Investment Mgmt, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$953K
Employer EIN043354937
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Meridian Investment Mgmt, Inc.)

Sponsor-wide plan assets over time

All Meridian Investment Mgmt, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M 202220232024 $3.77M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 2 $4M
2023 1 2 $3M
2024 1 2 N/A

Nearby Defined Benefit (Pension) Plans in California

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

Meridian Investment Mgmt, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Meridian Investment Mgmt, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.002816618 · Participants: 2Meridian Investment Mgmt, Inc. Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Meridian Investment Mgmt, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Meridian Investment Mgmt, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Meridian Investment Mgmt, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is M Orhan Kaymakcalan Md Defined Benefit Plan and Trust in IL ($3M); by covered participants it is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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.

Frequently Asked Questions

How did Meridian Investment Mgmt, Inc. Defined Benefit Pension Plan assets move in 2023? ▼
Meridian Investment Mgmt, Inc. Defined Benefit Pension Plan declined sharply - down 25.3% during 2023, from $4M to $3M. Reported net income was -$953K.
Which Defined Benefit (Pension) plans are similar in size to Meridian Investment Mgmt, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is M Orhan Kaymakcalan Md Defined Benefit Plan and Trust in IL ($3M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Meridian Investment Mgmt, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants, $7K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 043354937.

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.