Defined Benefit (Pension) · DOL Form 5500 · 2023
Meritan, Inc. Pension Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $2.4M
- Avg per participant High balance/head
Official DOL plan name: Senior Services Retirement Plan · Sponsored by Meritan, Inc. · Tennessee · Healthcare & Social Assistance
$22M in assets, 9 participants
Meritan, Inc.'s Senior Services Retirement Plan reported $22M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #13,856 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Senior Services Retirement Plan holds $22M for 9 participants - about $2.4M per participant, above the median plan by assets.
- #13,856
- in Healthcare & Social Assistance (17,684 peers)
- +8.0%
- assets growth YoY
Senior Services Retirement Plan's outsized position by total assets
Senior Services Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,877,040 Top 26% higher than 74% 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
Senior Services Retirement 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. Senior Services Retirement Plan is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Senior Services Retirement Plan reported net income rose from -$997K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Senior Services Retirement Plan end-of-year assets rose from $20M in the plan year 2022 filing to $22M in the plan year 2023 filing.
DOL schedule card
Filing strip 620674655 · Meritan, Inc. PY 2023 · Defined Benefit (Pension)
Senior Services Retirement Plan · $22M · 9 · 74th
- EOY $22M
- 5500 9
- ASSETS 74th
- PCT Defined Benefit (Pension)
- EIN near Local 81 Int'l Assoc of Heat & Frost Insulators & Allied Workers Pension Plan
- RANK ind #13856
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 Tennessee →
Senior Services Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $2M |
| Employer EIN | 620674655 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Meritan, Inc.)
Sponsor-wide plan assets over time
All Meritan, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 7.802679499085119% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 465 | $23M |
| 2023 | 1 | 9 | $22M |
| 2024 | 1 | 8 | $24M |
Nearby Defined Benefit (Pension) Plans in Tennessee
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Employees' Pension Plan $26.6B · 139,031
- Retirement Plan of International Paper Company $8.8B · 20,164
- Pace Industry Union-Management Pension Fund $2.7B · 3,192
- Pension Plan for Employees at Ornl $2.5B · 5,801
- Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee $2.1B · 2,710
Senior Services Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Local 81 Int'l Assoc of Heat & Frost Insulators & Allied Workers Pension Plan in IL ($22M); by covered participants it is Symphony Management Cash Balance Plan in FL (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Local 81 Int'l Assoc of Heat & Frost Insulators & Allied Workers Pension Plan (IL) $22M · 90
- Catalent Pharma Solutions, LLC Pension Plan (NJ) $22M · 113
- The Retirement Plan of Pcsb (NY) $22M · 37
- The Retirement Plan for Salaried Employees & Certain Hourly Employees of American Biltrite Inc. (MA) $22M · 96
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.