Defined Benefit (Pension) · DOL Form 5500 · 2023

Merit Partners, Inc. Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
9
Participants Small participant base
48th
Percentile by assets National rank
$656,052
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Merit Partners, Inc. Defined Benefit Plan · Sponsored by Merit Partners, Inc. · Arizona · Real Estate

$6M in assets, 9 participants

Merit Partners, Inc.'s Merit Partners, Inc. Defined Benefit Plan reported $6M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,165 in Real Estate (4,727 peers)

Merit Partners, Inc. multi-year trail

Merit Partners, Inc.'s plans moved +31.6% in assets from 2022 to 2024; this filing shows Merit Partners, Inc. Defined Benefit Plan at $6M / 9 participants.

#3,165
in Real Estate (4,727 peers)
+22.2%
assets growth YoY

Merit Partners, Inc. Defined Benefit Plan's mid-pack asset rank among Real Estate and all filers

Merit Partners, Inc. Defined Benefit Plan vs every filed plan by assets

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

$5,904,464 48th percentile higher than 48% 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

Merit Partners, Inc. Defined Benefit Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Merit Partners, Inc. Defined Benefit Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Merit Partners, Inc. Defined Benefit Plan reported net income rose from $657K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Merit Partners, Inc. Defined Benefit Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 270891249 · Merit Partners, Inc. PY 2023 · Defined Benefit (Pension)

Merit Partners, Inc. Defined Benefit Plan · $6M · 9 · 48th

  • PHOTO $6M
  • IND 9
  • EOY 48th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Yang Peter Ma Retirement Plan
  • PCT ind #3165

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 Real Estate retirement plans → · Plans in Arizona →

Merit Partners, Inc. Defined Benefit Plan in the asset neighbourhood

Local 363 IBEW Supply House Employee Pension FundLocal 363 IBEW Supply House …$6MYang Peter Ma Retirement Plan$6MUtah Valley Pediatrics, PLLC Cash Balance Pension PlanUtah Valley Pediatrics, PLLC…$6MMerit Partners, Inc. Defined Benefit PlanMerit Partners, Inc. Defined…$6MSierra Sheets, LLC Defined Benefit Pension PlanSierra Sheets, LLC Defined B…$6M
End-of-year total assets ($M) among Merit Partners, Inc. Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Merit Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Merit Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 31.616570443590554% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M$7M 202220232024 $4.83M $6.36M ▲ +31.7%
Year Plans Participants Total Assets
2022 1 9 $5M
2023 1 9 $6M
2024 1 11 $6M

Merit Partners, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN270891249
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Arizona

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

Merit Partners, Inc. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -101234 Total assets ($B) Participants Merit Partners, Inc. Defined Benefit Plan, Total assets ($B): 0.005904464 · Participants: 9Merit Partners, Inc. Defined Benefit PlanPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.271793253 · Participants: 5824Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.784269809 · Participants: 4790Salt River Project Employees' Retirement PlanFreeport Minerals Corporation Retirement Plan, Total assets ($B): 1.443465749 · Participants: 2597Freeport Minerals Corporation Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 1.005171309 · Participants: 19139Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.50129138 · Participants: 2483Avnet Pension Plan
Merit Partners, Inc. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Merit Partners, Inc. Defined Benefit Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Yang Peter Ma Retirement Plan in CA ($6M); by covered participants it is Symphony Management Cash Balance Plan in FL (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Merit Partners, Inc. Defined Benefit Plan assets move in 2023? ▼
Merit Partners, Inc. Defined Benefit Plan grew sharply - up 22.2% during 2023, from $5M to $6M. Reported net income was $1M.
How have Merit Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Merit Partners, Inc.'s sponsor-wide assets grew 31.6%, from $5M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Merit Partners, Inc. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Yang Peter Ma Retirement Plan in CA ($6M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Merit Partners, Inc. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Symphony Management Cash Balance Plan in FL (9 participants, $3M 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 270891249.

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.