Money Purchase · DOL Form 5500 · 2022
Cassandra M. Milbury Separate Trust Money Purchase Plan
Data updated 2026-08-11
- $2M
- Total assets
- 20
- Participants
- 35th
- Percentile by assets
- $107,195
- Avg per participant
Official DOL plan name: Retirement Plan of Cassandra M. Milbury Separate Trust · Sponsored by Cassandra M. Milbury Separate Trust · Pennsylvania · Professional & Technical Services
$2M in assets, 20 participants
Cassandra M. Milbury Separate Trust's Retirement Plan of Cassandra M. Milbury Separate Trust reported $2M in total assets and 20 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.
- 35th percentile by assets (of 139,126 plans)
- #6,800 in Professional & Technical Services (21,562 peers)
Cassandra M. Milbury Separate Trust multi-year trail
Cassandra M. Milbury Separate Trust's plans moved -12.4% in assets from 2022 to 2024; this filing shows Retirement Plan of Cassandra M. Milbury Separate Trust at $2M / 20 participants.
- $2M
- total plan assets (2022 EOY)
- 20
- covered participants
- 35th
- percentile by assets (of 139,126 plans)
- $107,195
- avg assets per participant
The plan reported a net loss of $972K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cassandra M. Milbury Separate Trust across 3 plan years on file
Across the 3 plan years Cassandra M. Milbury Separate Trust has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $2M, a decline of 12.4%, while reported participants moved from 20 to 12 (-40.0%). Peak year by sponsor assets: 2022 ($2M); trough: 2024 ($2M).
Cassandra M. Milbury Separate Trust multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 20 | $2M |
| 2023 | 1 | 15 | $2M |
| 2024 | 1 | 12 | $2M |
Cassandra M. Milbury Separate Trust filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$972K |
| Employer EIN | 256437506 |
| Plan Effective Date | 1969-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Pennsylvania
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Retirement Plan of Cassandra M. Milbury Separate Trust vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Retirement Plan of Cassandra M. Milbury Separate Trust by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Retirement Plan of Cassandra M. Milbury Separate Trust's numbers.
- By total assets, Retirement Plan of Cassandra M. Milbury Separate Trust ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Pennsylvania. Compare plans
- Cassandra M. Milbury Separate Trust's sponsor-wide assets have declined 12.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans