Money Purchase · DOL Form 5500 · 2022

Constance B. Mellon 1965 Trust Money Purchase Plan

Data updated 2026-08-25

$286K
Total assets Small plan by assets
11
Participants Small participant base
13th
Percentile by assets National rank
$25,989
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Retirement Plan of Constance B. Mellon 1965 Trust · Sponsored by Constance B. Mellon 1965 Trust · Pennsylvania · Professional & Technical Services

$286K in assets, 11 participants

Constance B. Mellon 1965 Trust's Retirement Plan of Constance B. Mellon 1965 Trust reported $286K in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 13th 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.

  • #2,306 in Professional & Technical Services (21,562 peers)

Constance B. Mellon 1965 Trust multi-year trail

Constance B. Mellon 1965 Trust's plans moved -55.4% in assets from 2022 to 2024; this filing shows Retirement Plan of Constance B. Mellon 1965 Trust at $286K / 11 participants.

#2,306
in Professional & Technical Services (21,562 peers)
-41.6%
assets change YoY

The plan reported a net loss of $204K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan of Constance B. Mellon 1965 Trust among the smaller filed plans by assets

Retirement Plan of Constance B. Mellon 1965 Trust vs every filed plan by assets

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

$285,875 13th percentile higher than 13% 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 Constance B. Mellon 1965 Trust 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 Constance B. Mellon 1965 Trust is a small filing (11 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 256072937 · Constance B. Mellon 1965 Trust PY 2022 · Money Purchase

Retirement Plan of Constance B. Mellon 1965 Trust · $286K · 11 · 13th

  • EBSA $286K
  • PART 11
  • TYPE 13th
  • NET Money Purchase
  • BOOK near Mart Machine Inc Pension Plan
  • VS-ST ind #2306

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 Constance B. Mellon 1965 Trust in the asset neighbourhood

Retirement Plan of Constance B. Mellon 1965 TrustRetirement Plan of Constance…$286KMart Machine Inc Pension Plan$286KSouth Mesa Water Company Amended and Restated Money Purchase PlanSouth Mesa Water Company Ame…$287KBadger Trading Co. Inc. Profit Sharing TrustBadger Trading Co. Inc. Prof…$288KRichard M. Hyman Builders, Inc. Employees' Pension PlanRichard M. Hyman Builders, I…$282K
End-of-year total assets ($M) among Retirement Plan of Constance B. Mellon 1965 Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Constance B. Mellon 1965 Trust multi-year asset trail

Sponsor-wide plan assets over time

All Constance B. Mellon 1965 Trust plans reported in each filing year

Latest sponsor-wide plan assets
$128K 55.375601224311325% vs 2022
2024 filing year
$0.1M$0.15M$0.2M$0.25M$0.3M$0.35M 202220232024 $0.29M $0.13M ▼ -55.2%
Year Plans Participants Total Assets
2022 1 11 $286K
2023 1 7 $234K
2024 1 6 $128K

Constance B. Mellon 1965 Trust filing trail (2022)

Total Assets (Beginning of Year)$489K
Net Assets (End of Year)$286K
Net Income-$204K
Employer EIN256072937
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 Constance B. Mellon 1965 Trust vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -50005001000 Total assets ($M) Participants Retirement Plan of Constance B. Mellon 1965 Trust, Total assets ($M): 0.285875 · Participants: 11Retirement Plan of Constance B. Mellon 1965 TrustCentral 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 Constance B. Mellon 1965 Trust vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Retirement Plan of Constance B. Mellon 1965 Trust side-by-side with 3 peers →

Retirement Plan of Constance B. Mellon 1965 Trust's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Mart Machine Inc Pension Plan in NJ ($286K); by covered participants it is Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan in VA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Constance B. Mellon 1965 Trust assets move in 2022? ▼
Retirement Plan of Constance B. Mellon 1965 Trust contracted severely - down 41.6% during 2022, from $489K to $286K. Reported net income was -$204K.
How have Constance B. Mellon 1965 Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Constance B. Mellon 1965 Trust's sponsor-wide assets declined 55.4%, from $286K to $128K.
Where does Retirement Plan of Constance B. Mellon 1965 Trust rank by assets among Form 5500 filers? ▼
Retirement Plan of Constance B. Mellon 1965 Trust ranks in the 13th 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 Retirement Plan of Constance B. Mellon 1965 Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Mart Machine Inc Pension Plan in NJ ($286K, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Retirement Plan of Constance B. Mellon 1965 Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan in VA (11 participants, $4M 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 256072937.

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.