Defined Benefit (Pension) · DOL Form 5500 · 2024

Meritan, Inc. Pension Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
8
Participants Small participant base
74th
Percentile by assets National rank
$3.0M
Avg per participant High balance/head
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Official DOL plan name: Senior Services Retirement Plan · Sponsored by Meritan, Inc. · Tennessee · Healthcare & Social Assistance

$24M in assets, 8 participants

Meritan, Inc.'s Senior Services Retirement Plan reported $24M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,171 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

Senior Services Retirement Plan grew at a solid clip 11.2% in 2024 ($22M → $24M) for 8 participants.

#13,171
in Healthcare & Social Assistance (16,916 peers)
+11.2%
assets growth YoY

Senior Services Retirement Plan's outsized position by total assets

Senior Services Retirement Plan vs every filed plan by assets

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

$24,328,291 Top 26% higher than 74% 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

Senior Services Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Senior Services Retirement Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Senior Services Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Senior Services Retirement Plan end-of-year assets rose from $22M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Senior Services Retirement Plan reported participants fell from 9 in the plan year 2023 filing to 8 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 620674655 · Meritan, Inc. PY 2024 · Defined Benefit (Pension)

Senior Services Retirement Plan · $24M · 8 · 74th

  • ASSETS $24M
  • ASSETS 8
  • ASSETS 74th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Monadnock Paper Mills, Inc. Retirement Plan
  • ASSETS ind #13171

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 Tennessee →

Senior Services Retirement Plan in the asset neighbourhood

Wayne Memorial Hospital Pension PlanWayne Memorial Hospital Pens…$24MThe Retirement Benefit Plan for Employees of Aes Ny, L.L.C.The Retirement Benefit Plan …$24MSenior Services Retirement PlanSenior Services Retirement P…$24MMonadnock Paper Mills, Inc. Retirement PlanMonadnock Paper Mills, Inc. …$24MRetirement Plan for Employees of Block Distributing Company, LtdRetirement Plan for Employee…$24M
End-of-year total assets ($M) among Senior Services Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Meritan, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Meritan, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 7.802679499085119% vs 2022
2024 filing year
$21M$22M$23M$24M$25M 202220232024 $22.6M $24.3M ▲ +7.8%
Year Plans Participants Total Assets
2022 2 465 $23M
2023 1 9 $22M
2024 1 8 $24M

2024 asset-move particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$24M
Net Income$2M
Employer EIN620674655
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Tennessee

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

Senior Services Retirement Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Senior Services Retirement Plan, Total assets ($B): 0.024328291 · Participants: 8Senior Services Retirement PlanFedex Corporation Employees' Pension Plan, Total assets ($B): 26.858555454 · Participants: 125941Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.18942151 · Participants: 20795Retirement Plan of International Paper CompanyPace Industry Union-Management Pension Fund, Total assets ($B): 2.839667916 · Participants: 3134Pace Industry Union-Management Pension FundPension Plan for Employees at Ornl, Total assets ($B): 2.400126032 · Participants: 6357Pension Plan for Employees at OrnlRetirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee, Total assets ($B): 1.97251328 · Participants: 2516Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee
Senior Services Retirement Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Senior Services Retirement Plan side-by-side with 3 peers →

Senior Services Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Monadnock Paper Mills, Inc. Retirement Plan in NH ($24M); by covered participants it is Feigco Inc Defined Benefit Pension Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Senior Services Retirement Plan assets move in 2024? ▼
Senior Services Retirement Plan grew at a solid clip - up 11.2% during 2024, from $22M to $24M. Reported net income was $2M.
How have Meritan, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Meritan, Inc.'s sponsor-wide assets grew 7.8%, from $23M to $24M.
Which Defined Benefit (Pension) plans are similar in size to Senior Services Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Monadnock Paper Mills, Inc. Retirement Plan in NH ($24M, 53 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Senior Services Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Feigco Inc Defined Benefit Pension Plan in CA (8 participants, $5M 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 620674655.

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.