Defined Benefit (Pension) · DOL Form 5500 · 2023
Meriter Health Services, Inc. Pension Plan
Data updated 2026-08-25
- $205M
- Total assets Near avg plan size
- 1,108
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $185,017
- Avg per participant Above avg balance/head
Official DOL plan name: Meriter Health Services Employee Retirement Plan · Sponsored by Meriter Health Services, Inc. · Wisconsin · Healthcare & Social Assistance
$205M in assets, 1,108 participants
Meriter Health Services, Inc.'s Meriter Health Services Employee Retirement Plan reported $205M in total assets and 1,108 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #16,874 in Healthcare & Social Assistance (17,684 peers)
Where Meriter Health Services Employee Retirement Plan sits by assets
Meriter Health Services Employee Retirement Plan sits in the top 5% of all filed plans by assets, $205M for 1,108 participants (~$185,017/participant), down 0.1% in 2023.
- #16,874
- in Healthcare & Social Assistance (17,684 peers)
- -0.1%
- assets change YoY
- 2.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $854K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Meriter Health Services Employee Retirement Plan's outsized position by total assets
Meriter Health Services Employee Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$204,999,380 Top 5% higher than 95% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Meriter Health Services Employee Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Meriter Health Services Employee Retirement Plan lands in the large band (1,108 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Meriter Health Services Employee Retirement Plan reported net income rose from -$62M in the plan year 2022 filing to -$854K in the plan year 2023 filing.
- Meriter Health Services Employee Retirement Plan reported participants fell from 1,216 in the plan year 2022 filing to 1,108 in the plan year 2023 filing.
- Meriter Health Services Employee Retirement Plan end-of-year assets fell from $205M in the plan year 2022 filing to $205M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 391412318 · Meriter Health Services, Inc. PY 2023 · Defined Benefit (Pension)
Meriter Health Services Employee Retirement Plan · $205M · 1,108 · 95th
- NET $205M
- BOOK 1,108
- VS-ST 95th
- BOY Defined Benefit (Pension)
- SCH near Weill Cornell Medical College Non-Exempt and Frozen Retirement Plan
- EBSA ind #16874
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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →
Meriter Health Services Employee Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $205M |
|---|---|
| Net Assets (End of Year) | $204M |
| Net Income | -$854K |
| Employer EIN | 391412318 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Meriter Health Services, Inc.)
Sponsor-wide plan assets over time
All Meriter Health Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $527M 14.397604842198723% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,258 | $461M |
| 2023 | 2 | 4,254 | $502M |
| 2024 | 2 | 4,261 | $527M |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Employee Retirement Plan $3.3B · 8,348
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.3B · 9,960
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,368
- Harley-Davidson Retirement Plan $1.9B · 1,560
- Rockwell Automation Pension Plan $1.8B · 2,136
Meriter Health Services Employee Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Weill Cornell Medical College Non-Exempt and Frozen Retirement Plan in NY ($205M); by covered participants it is Danfoss Power Solutions Employees' Retirement Plan in IA (1,107 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($205M here).
- Weill Cornell Medical College Non-Exempt and Frozen Retirement Plan (NY) $205M · 4,301
- Carmax, Inc. Pension Plan (VA) $204M · 2,741
- Office and Professional Employee Pension Trust Fund (CA) $204M · 311
- Autoliv Asp, Inc. Pension Plan (UT) $204M · 1,034
Similar participant headcount
Nearest other-state filings by covered participants (1,108 participants); asset peers above are excluded.
- Danfoss Power Solutions Employees' Retirement Plan (IA) 1,107 · 1 off
- First Horizon Corporation Pension Plan (TN) 1,107 · 1 off
- National Hockey League Players Retirement Benefit Plan (NY) 1,111 · 3 off
- Roofers Local 149 Pension Fund (MI) 1,111 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.