Defined Benefit (Pension) · DOL Form 5500 · 2024

Merle Norman Cosmetics, Inc. Pension Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
190
Participants Below avg headcount
69th
Percentile by assets National rank
$99,049
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, 190 participants

Merle Norman Cosmetics, Inc.'s Merle Norman Cosmetics, Inc. Retirement Plan reported $19M in total assets and 190 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #10,365 in Manufacturing (17,777 peers)

Coverage in California

Merle Norman Cosmetics, Inc. Retirement Plan covers 190 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $19M.

#10,365
in Manufacturing (17,777 peers)
-0.4%
assets change YoY

The plan reported a net loss of $83K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2024 · DOL Form 5500

$18,819,283 Top 31% higher than 69% 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

Merle Norman Cosmetics, Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 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 (190 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Merle Norman Cosmetics, Inc. Retirement Plan reported net income fell from $2M in the plan year 2023 filing to -$83K in the plan year 2024 filing.
  • Merle Norman Cosmetics, Inc. Retirement Plan reported participants rose from 176 in the plan year 2023 filing to 190 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 952948991 · Merle Norman Cosmetics, Inc. PY 2024 · Defined Benefit (Pension)

Merle Norman Cosmetics, Inc. Retirement Plan · $19M · 190 · 69th

  • PART $19M
  • TYPE 190
  • NET 69th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Puerto Rico Retirement Plan
  • BOY ind #10365

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

Financial Accounting Foundation Employees' Pension PlanFinancial Accounting Foundat…$19MAustin Mutual Insurance Company Retirement PlanAustin Mutual Insurance Comp…$19MMerle Norman Cosmetics, Inc. Retirement PlanMerle Norman Cosmetics, Inc.…$19MPuerto Rico Retirement Plan$19MG.I. Associates, LLC Defined Benefit Pension Plan and TrustG.I. Associates, LLC Defined…$19M
End-of-year total assets ($M) among Merle Norman Cosmetics, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$19M
Net Income-$83K
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): 0.018819283 · Participants: 190Merle Norman Cosmetics, Inc. Retirement PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
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 Puerto Rico Retirement Plan in NC ($19M); by covered participants it is Major League Baseball Pension Plan for Non-Uniformed Personnel in AZ (190 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (190 participants); asset peers above are excluded.

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 Merle Norman Cosmetics, Inc. Retirement Plan assets move in 2024? ▼
Merle Norman Cosmetics, Inc. Retirement Plan held essentially flat - down 0.4% during 2024, from $19M to $19M. Reported net income was -$83K.
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 Puerto Rico Retirement Plan in NC ($19M, 4 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 Major League Baseball Pension Plan for Non-Uniformed Personnel in AZ (190 participants, $49M 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 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.