Defined Benefit (Pension) · DOL Form 5500 · 2024

Merit Partners, Inc. Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
11
Participants Small participant base
46th
Percentile by assets National rank
$578,156
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Merit Partners, Inc. Defined Benefit Plan · Sponsored by Merit Partners, Inc. · Arizona · Real Estate

$6M in assets, 11 participants

Merit Partners, Inc.'s Merit Partners, Inc. Defined Benefit Plan reported $6M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #3,040 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, Merit Partners, Inc. Defined Benefit Plan ranks #3,040 of 4,605 2024 filers by assets (408% of the sector average)-$6M for 11 participants.

#3,040
in Real Estate (4,605 peers)
+7.7%
assets growth YoY

Merit Partners, Inc. Defined Benefit Plan's mid-pack asset rank among Real Estate and all filers

Merit Partners, Inc. Defined Benefit Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$6,359,714 46th percentile higher than 46% of 123,620 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 2024

Merit Partners, Inc. Defined Benefit Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Merit Partners, Inc. Defined Benefit Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Merit Partners, Inc. Defined Benefit Plan reported net income fell from $1M in the plan year 2023 filing to $455K in the plan year 2024 filing.
  • Merit Partners, Inc. Defined Benefit Plan reported participants rose from 9 in the plan year 2023 filing to 11 in the plan year 2024 filing.
  • Merit Partners, Inc. Defined Benefit Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 270891249 · Merit Partners, Inc. PY 2024 · Defined Benefit (Pension)

Merit Partners, Inc. Defined Benefit Plan · $6M · 11 · 46th

  • SCH $6M
  • SCH 11
  • SCH 46th
  • SCH Defined Benefit (Pension)
  • SCH near Pmc Pension Trust
  • SCH ind #3040

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 Real Estate retirement plans → · Plans in Arizona →

Merit Partners, Inc. Defined Benefit Plan in the asset neighbourhood

New Jersey Firemen's Home Employees' Pension PlanNew Jersey Firemen's Home Em…$6MMerit Partners, Inc. Defined Benefit PlanMerit Partners, Inc. Defined…$6MPmc Pension Trust$6MBadger Foundry Company Pension PlanBadger Foundry Company Pensi…$6MGroup Retirement Income Plan No. 7Group Retirement Income Plan…$6M
End-of-year total assets ($M) among Merit Partners, Inc. Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Real Estate filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$455K
Employer EIN270891249
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Merit Partners, Inc.)

Sponsor-wide plan assets over time

All Merit Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 31.616570443590554% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M$7M 202220232024 $4.83M $6.36M ▲ +31.7%
Year Plans Participants Total Assets
2022 1 9 $5M
2023 1 9 $6M
2024 1 11 $6M

Nearby Defined Benefit (Pension) Plans in Arizona

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

Merit Partners, Inc. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Merit Partners, Inc. Defined Benefit Plan, Total assets ($B): 0.006359714 · Participants: 11Merit Partners, Inc. Defined Benefit PlanPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.099073138 · Participants: 6044Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.908519301 · Participants: 4989Salt River Project Employees' Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 1.037847285 · Participants: 24099Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.472409413 · Participants: 2732Avnet Pension PlanArizona Pipe Trades Pension Plan, Total assets ($B): 0.418546411 · Participants: 2281Arizona Pipe Trades Pension Plan
Merit Partners, Inc. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Merit Partners, Inc. Defined Benefit Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Pmc Pension Trust in OH ($6M); by covered participants it is Dougherty Dental Corporation Defined Benefit Pension Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Merit Partners, Inc. Defined Benefit Plan assets move in 2024? ▼
Merit Partners, Inc. Defined Benefit Plan grew at a solid clip - up 7.7% during 2024, from $6M to $6M. Reported net income was $455K.
How have Merit Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Merit Partners, Inc.'s sponsor-wide assets grew 31.6%, from $5M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Merit Partners, Inc. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pmc Pension Trust in OH ($6M, 32 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Merit Partners, Inc. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Dougherty Dental Corporation Defined Benefit Pension Plan in CA (11 participants, $599K in assets).

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 270891249.

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.