Defined Benefit (Pension) · DOL Form 5500 · 2024
Meriter Health Services, Inc. Pension Plan
Data updated 2026-08-11
- $192M
- Total assets
- 1,013
- Participants
- 94th
- Percentile by assets
- $189,946
- Avg per participant
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.
- 94th percentile by assets (of 123,622 plans)
- #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.
- $192M
- total plan assets (2024 EOY)
- 1,013
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $189,946
- avg assets per participant
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.
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.
Meriter Health Services Employee Retirement Plan vs the 2024 asset distribution
By assets, Meriter Health Services Employee Retirement Plan outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.9x the national average plan size of $100M (721 average participants).
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.)
| 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.
Meriter Health Services Employee Retirement Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Meriter Health Services Employee Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Next read for Meriter Health Services Employee Retirem…
Scale reading
Ways to act on Meriter Health Services Employee Retirement Plan's numbers.
- By total assets, Meriter Health Services Employee Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Wisconsin. Compare plans
- Meriter Health Services, Inc.'s sponsor-wide assets have grown 14.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans