Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Mea-Messa-Mea Financial Services Staff Retirement Plan & Trust

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

Sponsored by Michigan Education Association ยท Michigan ยท Professional & Technical Services

What the 2023 filing shows

Mea-Messa-Mea Financial Services Staff Retirement Plan & Trust holds $644M for 527 participants - about $1.2M per participant, up 0.1% over the 2022 plan year.

$644M
total plan assets (2022 EOY)
527
covered participants
$1.2M
avg assets per participant
+0.1%
assets growth YoY
Total Assets (2023)
$644M
Participants
527
State
Industry
Professional & Technical Services

What the Filing Says About Mea-Messa-Mea Financial Services Staff Retirement Plan & Trust

Mea-Messa-Mea Financial Services Staff Retirement Plan & Trust is a Defined Benefit (Pension) retirement plan sponsored by Michigan Education Association, headquartered in Michigan. As of the 2022 Form 5500 filing, the plan reports $644M in total end-of-year assets and covers 527 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 380827000, and the plan has been effective since 1948-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $644M at the beginning of 2022 to $644M at year-end โ€” a gain of 0.1%. Net assets (after liabilities) closed the year at $643M, with reported net income of $313K 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 โ€” 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)$644M
Total Assets (End of Year)$644M
Net Assets (End of Year)$643M
Net Income$313K
Plan TypeDefined Benefit (Pension)
Employer EIN380827000
Plan Effective Date1948-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Michigan Education Association)

Year Plans Participants Total Assets
2022 2 1,076 $689M
2023 2 1,088 $756M
2024 1 535 $54M

Nearby Defined Benefit (Pension) Plans in Michigan

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

Frequently Asked Questions

How much money is in the Mea-Messa-Mea Financial Services Staff Retirement Plan & Trust?
As of the 2022 Form 5500 filing, Mea-Messa-Mea Financial Services Staff Retirement Plan & Trust holds $644M in total assets with 527 participants. It is sponsored by Michigan Education Association.
What type of plan is Mea-Messa-Mea Financial Services Staff Retirement Plan & Trust?
Mea-Messa-Mea Financial Services Staff Retirement Plan & Trust is a Defined Benefit (Pension) plan. It has been effective since 1948-07-01. The plan is filed with the U.S. Department of Labor under EIN 380827000.
Who sponsors the Mea-Messa-Mea Financial Services Staff Retirement Plan & Trust?
Mea-Messa-Mea Financial Services Staff Retirement Plan & Trust is sponsored by Michigan Education Association, located in Michigan. The sponsor's EIN is 380827000 and the plan operates in the Professional & Technical Services industry.
How did Mea-Messa-Mea Financial Services Staff Retirement Plan & Trust perform in 2022?
Mea-Messa-Mea Financial Services Staff Retirement Plan & Trust grew by 0.1% during 2022, moving from $644M to $644M in total assets. Net income was $313K.
Where can I find official filings for Mea-Messa-Mea Financial Services Staff Retirement Plan & Trust?
Official Form 5500 filings for Mea-Messa-Mea Financial Services Staff Retirement Plan & Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 380827000 or plan name at efast.dol.gov.
How does Mea-Messa-Mea Financial Services Staff Retirement Plan & Trust compare to other plans?
You can compare Mea-Messa-Mea Financial Services Staff Retirement Plan & Trust against other Defined Benefit (Pension) plans on the plan type page, or view plans in Michigan 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) โ€” original filing retrieval by EIN 380827000.

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

Reference: IRS Publication 590-B โ€” 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.