ESOP
2024 plan-year ESOP DOL Form 5500

Meba Pension Trust-Money Purchase Benefit Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees, Meba Pension Trust-Money Purchase Benefit · Maryland · Transportation & Warehousing

What the 2023 filing shows

Meba Pension Trust-Money Purchase Benefit Plan holds $306M for 2,964 participants — about $103,406 per participant, up 13.7% over the 2024 plan year.

$306M
total plan assets (2024 EOY)
2,964
covered participants
$103,406
avg assets per participant
+13.7%
assets growth YoY
Total Assets (2023)
$306M
Participants
2,964
State
Industry
Transportation & Warehousing

What the Filing Says About Meba Pension Trust-Money Purchase Benefit Plan

Meba Pension Trust-Money Purchase Benefit Plan is a ESOP retirement plan sponsored by Board of Trustees, Meba Pension Trust-Money Purchase Benefit, headquartered in Maryland. As of the 2024 Form 5500 filing, the plan reports $306M in total end-of-year assets and covers 2,964 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 516029896, and the plan has been effective since 2000-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $270M at the beginning of 2024 to $306M at year-end — a gain of 13.7%. Net assets (after liabilities) closed the year at $306M, with reported net income of $37M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$270M
Total Assets (End of Year)$306M
Net Assets (End of Year)$306M
Net Income$37M
Plan TypeESOP
Employer EIN516029896
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Meba Pension Trust-Money Purchase Benefit)

Year Plans Participants Total Assets
2022 3 6,983 $1.3B
2023 3 7,111 $1.5B
2024 3 7,049 $1.6B

Nearby ESOP Plans in Maryland

Peer ESOP plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Meba Pension Trust-Money Purchase Benefit Plan?
As of the 2024 Form 5500 filing, Meba Pension Trust-Money Purchase Benefit Plan holds $306M in total assets with 2,964 participants. It is sponsored by Board of Trustees, Meba Pension Trust-Money Purchase Benefit.
What type of plan is Meba Pension Trust-Money Purchase Benefit Plan?
Meba Pension Trust-Money Purchase Benefit Plan is a ESOP plan. It has been effective since 2000-01-01. The plan is filed with the U.S. Department of Labor under EIN 516029896.
Who sponsors the Meba Pension Trust-Money Purchase Benefit Plan?
Meba Pension Trust-Money Purchase Benefit Plan is sponsored by Board of Trustees, Meba Pension Trust-Money Purchase Benefit, located in Maryland. The sponsor's EIN is 516029896 and the plan operates in the Transportation & Warehousing industry.
How did Meba Pension Trust-Money Purchase Benefit Plan perform in 2024?
Meba Pension Trust-Money Purchase Benefit Plan grew by 13.7% during 2024, moving from $270M to $306M in total assets. Net income was $37M.
Where can I find official filings for Meba Pension Trust-Money Purchase Benefit Plan?
Official Form 5500 filings for Meba Pension Trust-Money Purchase Benefit Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 516029896 or plan name at efast.dol.gov.
How does Meba Pension Trust-Money Purchase Benefit Plan compare to other plans?
You can compare Meba Pension Trust-Money Purchase Benefit Plan against other ESOP plans on the plan type page, or view plans in Maryland on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 516029896.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.