Defined Benefit (Pension) · DOL Form 5500 · 2023

Meritrust Federal Credit Union Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
74
Participants Small participant base
45th
Percentile by assets National rank
$71,344
Avg per participant Below avg balance/head
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Official DOL plan name: Meritrust Federal Credit Union Retirement Plan · Sponsored by Meritrust Federal Credit Union · Kansas · Finance & Insurance

$5M in assets, 74 participants

Meritrust Federal Credit Union's Meritrust Federal Credit Union Retirement Plan reported $5M in total assets and 74 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,859 in Finance & Insurance (8,869 peers)

2023 asset change

Meritrust Federal Credit Union Retirement Plan contracted severely 60.3% in 2023 ($13M → $5M) for 74 participants.

#2,859
in Finance & Insurance (8,869 peers)
-60.3%
assets change YoY

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Meritrust Federal Credit Union Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Meritrust Federal Credit Union Retirement Plan vs every filed plan by assets

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

$5,279,464 45th percentile higher than 45% 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

Meritrust Federal Credit Union Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Meritrust Federal Credit Union Retirement Plan is a small filing (74 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Meritrust Federal Credit Union Retirement Plan reported net income fell from -$2M in the plan year 2022 filing to -$8M in the plan year 2023 filing.
  • Meritrust Federal Credit Union Retirement Plan end-of-year assets fell from $13M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Meritrust Federal Credit Union Retirement Plan reported participants fell from 81 in the plan year 2022 filing to 74 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 480570799 · Meritrust Federal Credit Union PY 2023 · Defined Benefit (Pension)

Meritrust Federal Credit Union Retirement Plan · $5M · 74 · 45th

  • VS-ST $5M
  • VS-ST 74
  • VS-ST 45th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Conner & Winters Pension Plan
  • VS-ST ind #2859

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 Finance & Insurance retirement plans → · Plans in Kansas →

Meritrust Federal Credit Union Retirement Plan in the asset neighbourhood

Meritrust Federal Credit Union Retirement PlanMeritrust Federal Credit Uni…$5MConner & Winters Pension Plan$5MInterface Masters Technologies, Inc. Defined Benefit Pension PlanInterface Masters Technologi…$5ML.a.U.S.a., Inc. Dba Yellow Dog Defined Benefit Pension PlanL.a.U.S.a., Inc. Dba Yellow …$5MPci Nitrogen, LLC Hourly Retirement PlanPci Nitrogen, LLC Hourly Ret…$5M
End-of-year total assets ($M) among Meritrust Federal Credit Union Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Meritrust Federal Credit Union years around the 2023 move

Sponsor-wide plan assets over time

All Meritrust Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$37M 6.22847294759012% vs 2022
2024 filing year
$36M$37M$38M$39M$40M 202220232024 $39.5M $37.1M ▼ -6.2%
Year Plans Participants Total Assets
2022 2 428 $40M
2023 2 438 $38M
2024 1 344 $37M

2023 asset-move particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$5M
Net Income-$8M
Employer EIN480570799
Plan Effective Date1981-10-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Kansas

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

Meritrust Federal Credit Union Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.52 Total assets ($B) Participants Meritrust Federal Credit Union Retirement Plan, Total assets ($B): 0.005279464 · Participants: 74Meritrust Federal Credit Union Retirement PlanKoch Employees' Pension Plan, Total assets ($B): 1.477041162 · Participants: 5542Koch Employees' Pension PlanSprint Retirement Pension Plan, Total assets ($B): 1.270759544 · Participants: 3592Sprint Retirement Pension PlanInvista Pension Plan for Certain Grandfathered Employees, Total assets ($B): 0.394870358 · Participants: 0Invista Pension Plan for Certain Grandfathered EmployeesNon-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Kansas, Inc., Total assets ($B): 0.287846688 · Participants: 502Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Kansas, Inc.Roadway LLC Pension Plan, Total assets ($B): 0.192952558 · Participants: 290Roadway LLC Pension Plan
Meritrust Federal Credit Union Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kansas, assets vs. participants
Compare Meritrust Federal Credit Union Retirement Plan side-by-side with 3 peers →

Meritrust Federal Credit Union Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kansas, the nearest Defined Benefit (Pension) by assets is Conner & Winters Pension Plan in OK ($5M); by covered participants it is Keystone Folding Box Company Retirement Plan in NJ (74 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (74 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 Meritrust Federal Credit Union Retirement Plan assets move in 2023? ▼
Meritrust Federal Credit Union Retirement Plan contracted severely - down 60.3% during 2023, from $13M to $5M. Reported net income was -$8M.
How have Meritrust Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Meritrust Federal Credit Union's sponsor-wide assets declined 6.2%, from $40M to $37M.
Which Defined Benefit (Pension) plans are similar in size to Meritrust Federal Credit Union Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Conner & Winters Pension Plan in OK ($5M, 75 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Meritrust Federal Credit Union Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Keystone Folding Box Company Retirement Plan in NJ (74 participants, $7M 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 480570799.

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.