Defined Benefit (Pension) · DOL Form 5500 · 2023

Meritor, Inc. Pension Plan

Data updated 2026-08-25

$546M
Total assets Above avg plan size
639
Participants Below avg headcount
98th
Percentile by assets National rank
$855,076
Avg per participant High balance/head
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Official DOL plan name: Meritor, Inc. Retirement Plan · Sponsored by Meritor, Inc. · Indiana · Manufacturing

$546M in assets, 639 participants

Meritor, Inc.'s Meritor, Inc. Retirement Plan reported $546M in total assets and 639 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #17,991 in Manufacturing (18,722 peers)

Where Meritor, Inc. Retirement Plan sits by assets

Meritor, Inc. Retirement Plan sits in the top 5% of all filed plans by assets, $546M for 639 participants (~$855,076/participant), down 1.8% in 2023.

#17,991
in Manufacturing (18,722 peers)
-1.8%
assets change YoY
5.5×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Meritor, Inc. Retirement Plan's outsized position by total assets

Meritor, Inc. Retirement Plan vs every filed plan by assets

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

$546,393,332 Top 2% higher than 98% 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

Meritor, Inc. 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. Meritor, Inc. Retirement Plan sits mid-pack in the medium band (639 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Meritor, Inc. Retirement Plan reported net income rose from -$82M in the plan year 2022 filing to -$7M in the plan year 2023 filing.
  • Meritor, Inc. Retirement Plan reported participants fell from 679 in the plan year 2022 filing to 639 in the plan year 2023 filing.
  • Meritor, Inc. Retirement Plan end-of-year assets fell from $556M in the plan year 2022 filing to $546M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 383354643 · Meritor, Inc. PY 2023 · Defined Benefit (Pension)

Meritor, Inc. Retirement Plan · $546M · 639 · 98th

  • TYPE $546M
  • NET 639
  • BOOK 98th
  • VS-ST Defined Benefit (Pension)
  • BOY near Baptist Health System Retirement Plan
  • SCH ind #17991

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 Manufacturing retirement plans → · Plans in Indiana →

Meritor, Inc. Retirement Plan in the asset neighbourhood

Atmos Energy Corporation Pension Account PlanAtmos Energy Corporation Pen…$547MMeritor, Inc. Retirement Plan$546MBaptist Health System Retirement PlanBaptist Health System Retire…$546MBeth Israel Lahey Health Defined Benefit Plan IIBeth Israel Lahey Health Def…$546MLegacy Chrysler Financial Employee Pension PlanLegacy Chrysler Financial Em…$546M
End-of-year total assets ($M) among Meritor, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$556M
Net Assets (End of Year)$546M
Net Income-$7M
Employer EIN383354643
Plan Effective Date1952-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Meritor, Inc.)

Sponsor-wide plan assets over time

All Meritor, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0B$0.5B$1B$1.5B 202220232024 $1.17B $0B ▼ -100.0%
Year Plans Participants Total Assets
2022 2 4,221 $1.2B
2023 2 4,900 $546M
2024 1 579 N/A

Nearby Defined Benefit (Pension) Plans in Indiana

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

Meritor, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Meritor, Inc. Retirement Plan, Total assets ($B): 0.546393332 · Participants: 639Meritor, Inc. Retirement PlanThe Lilly Retirement Plan, Total assets ($B): 11.68755379 · Participants: 19111The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.321162584 · Participants: 26560Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.654720253 · Participants: 10800Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.277905032 · Participants: 8197Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.063713087 · Participants: 2174Nisource Pension Plan
Meritor, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Meritor, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Baptist Health System Retirement Plan in FL ($546M); by covered participants it is The Terumo Retirement Plan in NJ (638 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (639 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 Meritor, Inc. Retirement Plan assets move in 2023? ▼
Meritor, Inc. Retirement Plan edged down modestly - down 1.8% during 2023, from $556M to $546M. Reported net income was -$7M.
Where does Meritor, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Meritor, Inc. Retirement Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Meritor, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Baptist Health System Retirement Plan in FL ($546M, 923 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Meritor, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Terumo Retirement Plan in NJ (638 participants, $62M 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 383354643.

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.