Money Purchase · DOL Form 5500 · 2022
Dr. Budd Mildenberg Money Purchase Plan
Data updated 2026-08-25
- $222K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 11th
- Percentile by assets National rank
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.
- #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.
- #1,589
- in Healthcare & Social Assistance (20,060 peers)
- -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.
Budd J. Mildenberg, Md Keough Money Purchase Pension Plan among the smaller filed plans by 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
EBSA filing schedule strip
Filing strip 232445627 · Dr. Budd Mildenberg PY 2022 · Money Purchase
Budd J. Mildenberg, Md Keough Money Purchase Pension Plan · $222K · N/A · 11th
- 5500 $222K
- ASSETS N/A
- PCT 11th
- EIN Money Purchase
- RANK near Wilfredo Lopez Hernandez Retirement Plan
- PHOTO ind #1589
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 Pennsylvania →
Budd J. Mildenberg, Md Keough Money Purchase Pension Plan in the asset neighbourhood
Dr. Budd Mildenberg multi-year asset trail
Sponsor-wide plan assets over time
All Dr. Budd Mildenberg plans reported in each filing year
- Latest sponsor-wide plan assets
- $745K 77.57026058468823% vs 2022
- 2024 filing year
| 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 EIN | 232445627 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Pennsylvania
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Central Pennsylvania Teamsters Retirement Income Plan 1987 $927M · 3,634
- Duane Morris Retirement Plan $280M · 444
- IBEW Local Union 375 Electricians' Retirement Plan $146M · 645
- Milton Hershey School Money Purchase Pension Plan $140M · 1,309
- Dentons Cohen & Grigsby P.C. Pension Plan $131M · 184
Budd J. Mildenberg, Md Keough Money Purchase Pension Plan's closest out-of-state Money Purchase peers by assets
Outside Pennsylvania, the nearest Money Purchase by end-of-year assets is Wilfredo Lopez Hernandez Retirement Plan in PR at $225K (this filing: $222K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($222K here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.