Defined Benefit (Pension) · DOL Form 5500 · 2022

Meritor, Inc. Pension Plan

Data updated 2026-08-25

$556M
Total assets Above avg plan size
679
Participants Below avg headcount
98th
Percentile by assets National rank
$819,171
Avg per participant High balance/head
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Official DOL plan name: Meritor, Inc. Retirement Plan · Sponsored by Meritor, Inc. · Indiana · Manufacturing

$556M in assets, 679 participants

Meritor, Inc.'s Meritor, Inc. Retirement Plan reported $556M in total assets and 679 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #19,930 in Manufacturing (20,602 peers)

Where Meritor, Inc. Retirement Plan sits by assets

Meritor, Inc. Retirement Plan sits in the top 5% of all filed plans by assets, $556M for 679 participants (~$819,171/participant), down 12.7% in 2022.

#19,930
in Manufacturing (20,602 peers)
-12.7%
assets change YoY
5.6×
vs typical plan assets (national mean)

The plan reported a net loss of $82M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Meritor, Inc. Retirement Plan's outsized position by total assets

Meritor, Inc. Retirement Plan vs every filed plan by assets

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

$556,217,034 Top 2% higher than 98% 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

Meritor, Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Meritor, Inc. Retirement Plan sits mid-pack in the medium band (679 participants).

EBSA filing schedule strip

Filing strip 383354643 · Meritor, Inc. PY 2022 · Defined Benefit (Pension)

Meritor, Inc. Retirement Plan · $556M · 679 · 98th

  • PHOTO $556M
  • PHOTO 679
  • PHOTO 98th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Invensys Pension Plan
  • PHOTO ind #19930

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 Manufacturing retirement plans → · Plans in Indiana →

Meritor, Inc. Retirement Plan in the asset neighbourhood

Rochester General Health System Employee Retirement PlanRochester General Health Sys…$557MInvensys Pension Plan$556MMeritor, Inc. Retirement Plan$556MSteamfitters Local Union No. 420 Pension PlanSteamfitters Local Union No.…$556MPfizer Consolidated Pension Plan for Employees Resident in Puerto RicoPfizer Consolidated Pension …$556M
End-of-year total assets ($M) among Meritor, Inc. 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)$637M
Net Assets (End of Year)$553M
Net Income-$82M
Employer EIN383354643
Plan Effective Date1952-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Meritor, Inc.)

Sponsor-wide plan assets over time

All Meritor, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0B$0.5B$1B$1.5B 202220232024 $1.17B $0B ▼ -100.0%
Year Plans Participants Total Assets
2022 2 4,221 $1.2B
2023 2 4,900 $546M
2024 1 579 N/A

Nearby Defined Benefit (Pension) Plans in Indiana

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

Meritor, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 051015 Total assets ($B) Participants Meritor, Inc. Retirement Plan, Total assets ($B): 0.556217034 · Participants: 679Meritor, Inc. Retirement PlanThe Lilly Retirement Plan, Total assets ($B): 11.231261789 · Participants: 16878The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.227971207 · Participants: 24119Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.488495807 · Participants: 9896Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.222287988 · Participants: 8650Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.05154978 · Participants: 2283Nisource Pension Plan
Meritor, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Meritor, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Invensys Pension Plan in IL ($556M); by covered participants it is Cbera Plan C in MA (678 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (679 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 Meritor, Inc. Retirement Plan assets move in 2022? ▼
Meritor, Inc. Retirement Plan pulled back noticeably - down 12.7% during 2022, from $637M to $556M. Reported net income was -$82M.
Where does Meritor, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Meritor, Inc. Retirement Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Meritor, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Invensys Pension Plan in IL ($556M, 366 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Meritor, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cbera Plan C in MA (678 participants, $286M 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 383354643.

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.