Defined Benefit (Pension) · DOL Form 5500 · 2024

Merkley, Newman & Mclaws, Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
29th
Percentile by assets National rank
$657,644
Avg per participant High balance/head
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Official DOL plan name: Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan · Sponsored by Merkley, Newman & Mclaws, Inc. · Arizona · Professional & Technical Services

$2M in assets, 3 participants

Merkley, Newman & Mclaws, Inc.'s Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,048 in Professional & Technical Services (20,173 peers)

Merkley, Newman & Mclaws, Inc. multi-year trail

Merkley, Newman & Mclaws, Inc.'s plans moved -13.0% in assets from 2022 to 2024; this filing shows Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan at $2M / 3 participants.

#5,048
in Professional & Technical Services (20,173 peers)
+51.1%
assets growth YoY

Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan among the smaller filed plans by assets

Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,972,931 29th percentile higher than 29% of 123,620 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 2024

Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan reported net income rose from $402K in the plan year 2023 filing to $667K in the plan year 2024 filing.
  • Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 860819859 · Merkley, Newman & Mclaws, Inc. PY 2024 · Defined Benefit (Pension)

Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan · $2M · 3 · 29th

  • BOOK $2M
  • BOOK 3
  • BOOK 29th
  • BOOK Defined Benefit (Pension)
  • BOOK near Centro Partners, LLC Pension Plan
  • BOOK ind #5048

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 Professional & Technical Services retirement plans → · Plans in Arizona →

Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Voorhies Nephrology Medical, P.C. Cash Balance PlanVoorhies Nephrology Medical,…$2MDeffet Group Cash Balance PlanDeffet Group Cash Balance Pl…$2MMerkley, Newman & Mclaws, Inc. Defined Benefit Pension PlanMerkley, Newman & Mclaws, In…$2MCentro Partners, LLC Pension PlanCentro Partners, LLC Pension…$2MNbs Consulting Group LLC Defined Benefit PlanNbs Consulting Group LLC Def…$2M
End-of-year total assets ($M) among Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Merkley, Newman & Mclaws, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Merkley, Newman & Mclaws, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 12.997975026502811% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $2.27M $1.97M ▼ -13.2%
Year Plans Participants Total Assets
2022 2 7 $2M
2023 3 11 $3M
2024 1 3 $2M

Merkley, Newman & Mclaws, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$667K
Employer EIN860819859
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Arizona

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

Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.001972931 · Participants: 3Merkley, Newman & Mclaws, Inc. Defined Benefit Pension PlanPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.099073138 · Participants: 6044Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.908519301 · Participants: 4989Salt River Project Employees' Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 1.037847285 · Participants: 24099Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.472409413 · Participants: 2732Avnet Pension PlanArizona Pipe Trades Pension Plan, Total assets ($B): 0.418546411 · Participants: 2281Arizona Pipe Trades Pension Plan
Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Centro Partners, LLC Pension Plan in CA ($2M); by covered participants it is Cavallo Chiropractic Clinic, P.C. Defined Benefit Pension Plan in PA (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan assets move in 2024? ▼
Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan surged - up 51.1% during 2024, from $1M to $2M. Reported net income was $667K.
How have Merkley, Newman & Mclaws, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Merkley, Newman & Mclaws, Inc.'s sponsor-wide assets declined 13.0%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Centro Partners, LLC Pension Plan in CA ($2M, 10 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cavallo Chiropractic Clinic, P.C. Defined Benefit Pension Plan in PA (3 participants, $532K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860819859.

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.