Defined Benefit (Pension) · DOL Form 5500 · 2023

Merle Norman Cosmetics, Inc. Pension Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
176
Participants Small participant base
72nd
Percentile by assets National rank
$107,402
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Merle Norman Cosmetics, Inc. Retirement Plan · Sponsored by Merle Norman Cosmetics, Inc. · California · Manufacturing

$19M in assets, 176 participants

Merle Norman Cosmetics, Inc.'s Merle Norman Cosmetics, Inc. Retirement Plan reported $19M in total assets and 176 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #11,450 in Manufacturing (18,722 peers)

Coverage in California

Merle Norman Cosmetics, Inc. Retirement Plan covers 176 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $19M.

#11,450
in Manufacturing (18,722 peers)
+12.6%
assets growth YoY

Merle Norman Cosmetics, Inc. Retirement Plan's outsized position by total assets

Merle Norman Cosmetics, Inc. Retirement Plan vs every filed plan by assets

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

$18,902,726 Top 28% higher than 72% 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

Merle Norman Cosmetics, 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. Merle Norman Cosmetics, Inc. Retirement Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Merle Norman Cosmetics, Inc. Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Merle Norman Cosmetics, Inc. Retirement Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Merle Norman Cosmetics, Inc. Retirement Plan reported participants fell from 193 in the plan year 2022 filing to 176 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 952948991 · Merle Norman Cosmetics, Inc. PY 2023 · Defined Benefit (Pension)

Merle Norman Cosmetics, Inc. Retirement Plan · $19M · 176 · 72nd

  • NET $19M
  • BOOK 176
  • VS-ST 72nd
  • BOY Defined Benefit (Pension)
  • SCH near Paintmakers Pension Plan
  • EBSA ind #11450

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 California →

Merle Norman Cosmetics, Inc. Retirement Plan in the asset neighbourhood

Rga Cash Balance Plan$19MEnergy Harbor Pension Plan for Collectively Bargained EmployeesEnergy Harbor Pension Plan f…$19MPlumbers Lu 690 Metal Trades Pension PlanPlumbers Lu 690 Metal Trades…$19MMerle Norman Cosmetics, Inc. Retirement PlanMerle Norman Cosmetics, Inc.…$19MPaintmakers Pension Plan$19M
End-of-year total assets ($M) among Merle Norman Cosmetics, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN952948991
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Merle Norman Cosmetics, Inc.)

Sponsor-wide plan assets over time

All Merle Norman Cosmetics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 22.34031377648376% vs 2022
2024 filing year
$30M$35M$40M 202220232024 $30.8M $37.7M ▲ +22.4%
Year Plans Participants Total Assets
2022 2 390 $31M
2023 2 373 $36M
2024 2 383 $38M

Nearby Defined Benefit (Pension) Plans in California

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

Merle Norman Cosmetics, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Merle Norman Cosmetics, Inc. Retirement Plan, Total assets ($B): 0.018902726 · Participants: 176Merle Norman Cosmetics, Inc. Retirement PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Merle Norman Cosmetics, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Merle Norman Cosmetics, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest Defined Benefit (Pension) by assets is Paintmakers Pension Plan in WA ($19M); by covered participants it is Pension Fund of Stage Employees Local 4 Iatse in NJ (176 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Merle Norman Cosmetics, Inc. Retirement Plan assets move in 2023? ▼
Merle Norman Cosmetics, Inc. Retirement Plan grew at a solid clip - up 12.6% during 2023, from $17M to $19M. Reported net income was $2M.
How have Merle Norman Cosmetics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Merle Norman Cosmetics, Inc.'s sponsor-wide assets grew 22.3%, from $31M to $38M.
Which Defined Benefit (Pension) plans are similar in size to Merle Norman Cosmetics, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Paintmakers Pension Plan in WA ($19M, 71 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Merle Norman Cosmetics, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Fund of Stage Employees Local 4 Iatse in NJ (176 participants, N/A 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 952948991.

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.