Defined Benefit (Pension) · DOL Form 5500 · 2023

Meriwest Credit Union Pension Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
193
Participants Below avg headcount
89th
Percentile by assets National rank
$397,385
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Meriwest Credit Union Retirement Plan · Sponsored by Meriwest Credit Union · California · Finance & Insurance

$77M in assets, 193 participants

Meriwest Credit Union's Meriwest Credit Union Retirement Plan reported $77M in total assets and 193 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,412 in Finance & Insurance (8,869 peers)

Coverage in California

Meriwest Credit Union Retirement Plan covers 193 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $77M.

#7,412
in Finance & Insurance (8,869 peers)
+9.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Meriwest Credit Union Retirement Plan's outsized position by total assets

Meriwest Credit Union Retirement Plan vs every filed plan by assets

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

$76,695,217 Top 11% higher than 89% 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

Meriwest Credit Union Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Meriwest Credit Union Retirement Plan sits mid-pack in the medium band (193 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Meriwest Credit Union Retirement Plan reported net income rose from -$11M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Meriwest Credit Union Retirement Plan end-of-year assets rose from $70M in the plan year 2022 filing to $77M in the plan year 2023 filing.
  • Meriwest Credit Union Retirement Plan reported participants fell from 202 in the plan year 2022 filing to 193 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 941521987 · Meriwest Credit Union PY 2023 · Defined Benefit (Pension)

Meriwest Credit Union Retirement Plan · $77M · 193 · 89th

  • IND $77M
  • EOY 193
  • 5500 89th
  • ASSETS Defined Benefit (Pension)
  • PCT near Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund
  • EIN ind #7412

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 California →

Meriwest Credit Union Retirement Plan in the asset neighbourhood

Meriwest Credit Union Retirement PlanMeriwest Credit Union Retire…$77MSheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension FundSheet Metal, Air, Rail & Tra…$77MAssa Abloy Inc. U.S. Intruder Group Pension Plan for Salaried EmployeesAssa Abloy Inc. U.S. Intrude…$77MHarte Hanks, Inc. Pension Plan IHarte Hanks, Inc. Pension Pl…$77MPuerto Rico Telephone Company Retirement Plan for Certain Former EmployeesPuerto Rico Telephone Compan…$77M
End-of-year total assets ($M) among Meriwest Credit Union Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$77M
Net Income$6M
Employer EIN941521987
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Meriwest Credit Union)

Sponsor-wide plan assets over time

All Meriwest Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$118M 22.03241926592662% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $97M $118M ▲ +22.0%
Year Plans Participants Total Assets
2022 2 422 $97M
2023 2 423 $110M
2024 2 431 $118M

Nearby Defined Benefit (Pension) Plans in California

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

Meriwest Credit Union Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Meriwest Credit Union Retirement Plan, Total assets ($B): 0.076695217 · Participants: 193Meriwest Credit Union Retirement 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
Meriwest Credit Union Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Meriwest Credit Union Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest Defined Benefit (Pension) by assets is Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund in OH ($77M); by covered participants it is Miriam Osborn Memorial Home Association Retirement Income Plan in NY (193 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (193 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 Meriwest Credit Union Retirement Plan assets move in 2023? ▼
Meriwest Credit Union Retirement Plan grew at a solid clip - up 9.2% during 2023, from $70M to $77M. Reported net income was $6M.
How have Meriwest Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Meriwest Credit Union's sponsor-wide assets grew 22.0%, from $97M to $118M.
Where does Meriwest Credit Union Retirement Plan rank by assets among Form 5500 filers? ▼
Meriwest Credit Union Retirement Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Meriwest Credit Union Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund in OH ($77M, 205 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Meriwest Credit Union Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Miriam Osborn Memorial Home Association Retirement Income Plan in NY (193 participants, N/A 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 941521987.

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.