Defined Benefit (Pension) · DOL Form 5500 · 2024
Meriter Health Services, Inc. Pension Plan
Data updated 2026-08-25
- $192M
- Total assets Near avg plan size
- 1,013
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $189,946
- Avg per participant Above avg balance/head
Official DOL plan name: Meriter Health Services Employee Retirement Plan · Sponsored by Meriter Health Services, Inc. · Wisconsin · Healthcare & Social Assistance
$192M in assets, 1,013 participants
Meriter Health Services, Inc.'s Meriter Health Services Employee Retirement Plan reported $192M in total assets and 1,013 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #16,029 in Healthcare & Social Assistance (16,916 peers)
Where Meriter Health Services Employee Retirement Plan sits by assets
Meriter Health Services Employee Retirement Plan sits in the top 10% of all filed plans by assets, $192M for 1,013 participants (~$189,946/participant), down 6.1% in 2024.
- #16,029
- in Healthcare & Social Assistance (16,916 peers)
- -6.1%
- assets change YoY
- 1.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Meriter Health Services Employee Retirement Plan's outsized position by total assets
Meriter Health Services Employee Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$192,415,631 Top 6% higher than 94% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Meriter Health Services Employee Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Meriter Health Services Employee Retirement Plan lands in the large band (1,013 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Meriter Health Services Employee Retirement Plan reported net income fell from -$854K in the plan year 2023 filing to -$12M in the plan year 2024 filing.
- Meriter Health Services Employee Retirement Plan reported participants fell from 1,108 in the plan year 2023 filing to 1,013 in the plan year 2024 filing.
- Meriter Health Services Employee Retirement Plan end-of-year assets fell from $205M in the plan year 2023 filing to $192M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 391412318 · Meriter Health Services, Inc. PY 2024 · Defined Benefit (Pension)
Meriter Health Services Employee Retirement Plan · $192M · 1,013 · 94th
- NET $192M
- BOOK 1,013
- VS-ST 94th
- BOY Defined Benefit (Pension)
- SCH near Crown Cork & Seal Company, Inc. Pension Plan
- EBSA ind #16029
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 Wisconsin →
Meriter Health Services Employee Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $205M |
|---|---|
| Net Assets (End of Year) | $192M |
| Net Income | -$12M |
| Employer EIN | 391412318 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Meriter Health Services, Inc.)
Sponsor-wide plan assets over time
All Meriter Health Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $527M 14.397604842198723% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,258 | $461M |
| 2023 | 2 | 4,254 | $502M |
| 2024 | 2 | 4,261 | $527M |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.5B · 10,236
- The Northwestern Mutual Employee Retirement Plan $3.3B · 8,254
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,653
- Harley-Davidson Retirement Plan $1.9B · 1,414
- North Central States Regional Council of Carpenters Pension Fund $1.8B · 5,105
Meriter Health Services Employee Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Crown Cork & Seal Company, Inc. Pension Plan in PA ($192M); by covered participants it is Pension Plan for Employees of Hns Management Co Inc Represented by Atu in CT (1,013 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($192M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,013 participants); asset peers above are excluded.
- Pension Plan for Employees of Hns Management Co Inc Represented by Atu (CT) 1,013 · 0 off
- Danfoss Power Solutions Employees' Retirement Plan (IA) 1,014 · 1 off
- First Horizon Corporation Pension Plan (TN) 1,016 · 3 off
- Kamehameha Schools Retirement Plan (HI) 1,010 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.