Money Purchase · DOL Form 5500 · 2022

Alison M Byers Separate Trust No 1 Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
20
Participants Small participant base
25th
Percentile by assets National rank
$50,519
Avg per participant Low balance/head
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Official DOL plan name: Retirement Plan of Alison M. Byers Separate Trust No. 1 · Sponsored by Alison M Byers Separate Trust No 1 · Pennsylvania · Professional & Technical Services

$1M in assets, 20 participants

Alison M Byers Separate Trust No 1's Retirement Plan of Alison M. Byers Separate Trust No. 1 reported $1M in total assets and 20 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,588 in Professional & Technical Services (21,562 peers)

Alison M Byers Separate Trust No 1 multi-year trail

Alison M Byers Separate Trust No 1's plans moved -13.9% in assets from 2022 to 2024; this filing shows Retirement Plan of Alison M. Byers Separate Trust No. 1 at $1M / 20 participants.

#4,588
in Professional & Technical Services (21,562 peers)
-35.6%
assets change YoY

The plan reported a net loss of $558K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan of Alison M. Byers Separate Trust No. 1 among the smaller filed plans by assets

Retirement Plan of Alison M. Byers Separate Trust No. 1 vs every filed plan by assets

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

$1,010,370 25th percentile higher than 25% of 139,123 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 2022

Retirement Plan of Alison M. Byers Separate Trust No. 1 among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan of Alison M. Byers Separate Trust No. 1 is a small filing (20 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 256437499 · Alison M Byers Separate Trust No 1 PY 2022 · Money Purchase

Retirement Plan of Alison M. Byers Separate Trust No. 1 · $1M · 20 · 25th

  • SCH $1M
  • EBSA 20
  • PART 25th
  • TYPE Money Purchase
  • NET near IRA Fbo Mohammed Ejaz Qureshi
  • BOOK ind #4588

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Retirement Plan of Alison M. Byers Separate Trust No. 1 in the asset neighbourhood

Retirement Plan of Alison M. Byers Separate Trust No. 1Retirement Plan of Alison M.…$1MIRA Fbo Mohammed Ejaz Qureshi$1MThe Dayton Hydraulic Money Purchase PlanThe Dayton Hydraulic Money P…$1MTami Meyerson Money Purchase PlanTami Meyerson Money Purchase…$1MFrederic J Rossi Columbia Bank Prototype Money Purchase Plan and TrustFrederic J Rossi Columbia Ba…$1M
End-of-year total assets ($M) among Retirement Plan of Alison M. Byers Separate Trust No. 1 and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Alison M Byers Separate Trust No 1 multi-year asset trail

Sponsor-wide plan assets over time

All Alison M Byers Separate Trust No 1 plans reported in each filing year

Latest sponsor-wide plan assets
$870K 13.890060077001495% vs 2022
2024 filing year
$0.85M$0.9M$0.95M$1M$1.05M 202220232024 $1.01M $0.87M ▼ -13.9%
Year Plans Participants Total Assets
2022 1 20 $1M
2023 1 15 $949K
2024 1 12 $870K

Alison M Byers Separate Trust No 1 filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$558K
Employer EIN256437499
Plan Effective Date1969-07-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Pennsylvania

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

Retirement Plan of Alison M. Byers Separate Trust No. 1 vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -50005001000 Total assets ($M) Participants Retirement Plan of Alison M. Byers Separate Trust No. 1, Total assets ($M): 1.01037 · Participants: 20Retirement Plan of Alison M. Byers Separate Trust No. 1Central Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 927.007257 · Participants: 3634Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 279.588283 · Participants: 444Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 145.531636 · Participants: 645IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 140.334872 · Participants: 1309Milton Hershey School Money Purchase Pension PlanDentons Cohen & Grigsby P.C. Pension Plan, Total assets ($M): 131.093711 · Participants: 184Dentons Cohen & Grigsby P.C. Pension Plan
Retirement Plan of Alison M. Byers Separate Trust No. 1 vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Retirement Plan of Alison M. Byers Separate Trust No. 1 side-by-side with 3 peers →

Retirement Plan of Alison M. Byers Separate Trust No. 1's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is IRA Fbo Mohammed Ejaz Qureshi in NY ($1M); by covered participants it is East Hampton Library Pension Plan & Trust in NY (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Retirement Plan of Alison M. Byers Separate Trust No. 1 assets move in 2022? ▼
Retirement Plan of Alison M. Byers Separate Trust No. 1 contracted severely - down 35.6% during 2022, from $2M to $1M. Reported net income was -$558K.
How have Alison M Byers Separate Trust No 1 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alison M Byers Separate Trust No 1's sponsor-wide assets declined 13.9%, from $1M to $870K.
Where does Retirement Plan of Alison M. Byers Separate Trust No. 1 rank by assets among Form 5500 filers? ▼
Retirement Plan of Alison M. Byers Separate Trust No. 1 ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which Money Purchase plans are similar in size to Retirement Plan of Alison M. Byers Separate Trust No. 1? ▼
Among Money Purchase plans in other states, the closest by assets is IRA Fbo Mohammed Ejaz Qureshi in NY ($1M, N/A participants).
Which Money Purchase plans cover a similar participant headcount to Retirement Plan of Alison M. Byers Separate Trust No. 1? ▼
Among Money Purchase plans in other states, the closest by covered participants is East Hampton Library Pension Plan & Trust in NY (20 participants, $1M in assets).

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 256437499.

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.