Money Purchase · DOL Form 5500 · 2022

Dr. Budd Mildenberg Money Purchase Plan

Data updated 2026-08-11

$222K
Total assets
N/A
Participants
11th
Percentile by assets
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Official DOL plan name: Budd J. Mildenberg, Md Keough Money Purchase Pension Plan · Sponsored by Dr. Budd Mildenberg · Pennsylvania · Healthcare & Social Assistance

$222K in assets, N/A participants

Dr. Budd Mildenberg's Budd J. Mildenberg, Md Keough Money Purchase Pension Plan reported $222K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 11th 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.

  • 11th percentile by assets (of 139,126 plans)
  • #1,589 in Healthcare & Social Assistance (20,060 peers)

Dr. Budd Mildenberg multi-year trail

Dr. Budd Mildenberg's plans moved +77.6% in assets from 2022 to 2024; this filing shows Budd J. Mildenberg, Md Keough Money Purchase Pension Plan at $222K / N/A participants.

$222K
total plan assets (2022 EOY)
N/A
covered participants
11th
percentile by assets (of 139,126 plans)
-30.6%
assets change YoY

The plan reported a net loss of $98K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Budd J. Mildenberg, Md Keough Money Purchase Pension Plan sits by total assets

Budd J. Mildenberg, Md Keough Money Purchase Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$222,284 11th percentile higher than 11% of 139,123 filed plans

This plan $0 $2,010,000,000 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 2022

State
Pennsylvania
Industry
Healthcare & Social Assistance

Dr. Budd Mildenberg across 3 plan years on file

Across the 3 plan years Dr. Budd Mildenberg has on file (2022-2024), sponsor-wide plan assets have moved from $419K to $745K, a gain of 77.6%. Peak year by sponsor assets: 2024 ($745K); trough: 2022 ($419K).

Dr. Budd Mildenberg multi-year asset trail

$0.3M$0.4M$0.5M$0.6M$0.7M$0.8M 202220232024 $0.42M $0.74M ▲ +76.2%
Total plan assets by year, all Dr. Budd Mildenberg plans on file
Year Plans Participants Total Assets
2022 2 N/A $419K
2023 2 N/A $567K
2024 2 N/A $745K

Dr. Budd Mildenberg filing trail (2022)

Total Assets (Beginning of Year)$320K
Net Assets (End of Year)$222K
Net Income-$98K
Employer EIN232445627
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Pennsylvania

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Budd J. Mildenberg, Md Keough Money Purchase Pension Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -50005001000 Total assets ($M) Participants Budd J. Mildenberg, …, Total assets ($M): 0.222284 · Participants: 0Budd J. Mildenberg, …Central Pennsylvania…, Total assets ($M): 927.007257 · Participants: 3634Central Pennsylvania…Duane Morris Retirem…, Total assets ($M): 279.588283 · Participants: 444Duane Morris Retirem…IBEW Local Union 375…, Total assets ($M): 145.531636 · Participants: 645IBEW Local Union 375…Milton Hershey Schoo…, Total assets ($M): 140.334872 · Participants: 1309Milton Hershey Schoo…Dentons Cohen & Grig…, Total assets ($M): 131.093711 · Participants: 184Dentons Cohen & Grig…
Budd J. Mildenberg, Md Keough Money Purchase Pension Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Budd J. Mildenberg, Md Keough Money Purc… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Budd J. Mildenberg, Md Keough Money Purchase Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Budd J. Mildenberg, Md Keough Money Purchase Pension Plan assets move in 2022? ▼
Budd J. Mildenberg, Md Keough Money Purchase Pension Plan contracted severely - down 30.6% during 2022, from $320K to $222K. Reported net income was -$98K.
How have Dr. Budd Mildenberg plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dr. Budd Mildenberg's sponsor-wide assets grew 77.6%, from $419K to $745K.
Where does Budd J. Mildenberg, Md Keough Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Budd J. Mildenberg, Md Keough Money Purchase Pension Plan ranks in the 11th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Budd J. Mildenberg, Md Keough Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Wilfredo Lopez Hernandez Retirement Plan in PR ($225K, 3 participants).

Next read for Budd J. Mildenberg, Md Keough Money Purc…

Multi-year trail

Ways to act on Budd J. Mildenberg, Md Keough Money Purchase Pension Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 232445627.

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.