Money Purchase · DOL Form 5500 · 2022

Richard P. Mellon 1965 Trust Money Purchase Plan

Data updated 2026-08-25

$298K
Total assets Small plan by assets
12
Participants Small participant base
14th
Percentile by assets National rank
$24,801
Avg per participant Low balance/head
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Official DOL plan name: Retirement Plan of Richard P. Mellon 1965 Trust · Sponsored by Richard P. Mellon 1965 Trust · Pennsylvania · Professional & Technical Services

$298K in assets, 12 participants

Richard P. Mellon 1965 Trust's Retirement Plan of Richard P. Mellon 1965 Trust reported $298K in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 14th 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.

  • #2,354 in Professional & Technical Services (21,562 peers)

Richard P. Mellon 1965 Trust multi-year trail

Richard P. Mellon 1965 Trust's plans moved -54.5% in assets from 2022 to 2024; this filing shows Retirement Plan of Richard P. Mellon 1965 Trust at $298K / 12 participants.

#2,354
in Professional & Technical Services (21,562 peers)
-40.9%
assets change YoY

The plan reported a net loss of $206K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan of Richard P. Mellon 1965 Trust among the smaller filed plans by assets

Retirement Plan of Richard P. Mellon 1965 Trust vs every filed plan by assets

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

$297,608 14th percentile higher than 14% 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 Richard P. 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 Richard P. Mellon 1965 Trust is a small filing (12 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 256072939 · Richard P. Mellon 1965 Trust PY 2022 · Money Purchase

Retirement Plan of Richard P. Mellon 1965 Trust · $298K · 12 · 14th

  • EBSA $298K
  • EBSA 12
  • EBSA 14th
  • EBSA Money Purchase
  • EBSA near Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust
  • EBSA ind #2354

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 Richard P. Mellon 1965 Trust in the asset neighbourhood

Retirement Plan of Richard P. Mellon 1965 TrustRetirement Plan of Richard P…$298KAustin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & TrustAustin Orthopedic & Sports M…$299KJ Keith Mitchell Md Money Purchase Plan & TrustJ Keith Mitchell Md Money Pu…$296KAdvanced Heart and Vascular Center Retirement PlanAdvanced Heart and Vascular …$295KManuel Miranda Md Retirement PlanManuel Miranda Md Retirement…$300K
End-of-year total assets ($M) among Retirement Plan of Richard P. Mellon 1965 Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Richard P. Mellon 1965 Trust multi-year asset trail

Sponsor-wide plan assets over time

All Richard P. Mellon 1965 Trust plans reported in each filing year

Latest sponsor-wide plan assets
$135K 54.49114271121744% vs 2022
2024 filing year
$0.1M$0.15M$0.2M$0.25M$0.3M$0.35M 202220232024 $0.3M $0.14M ▼ -53.3%
Year Plans Participants Total Assets
2022 1 12 $298K
2023 1 7 $248K
2024 1 6 $135K

Richard P. Mellon 1965 Trust filing trail (2022)

Total Assets (Beginning of Year)$504K
Net Assets (End of Year)$298K
Net Income-$206K
Employer EIN256072939
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 Richard P. Mellon 1965 Trust vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -50005001000 Total assets ($M) Participants Retirement Plan of Richard P. Mellon 1965 Trust, Total assets ($M): 0.297608 · Participants: 12Retirement Plan of Richard P. 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 Richard P. Mellon 1965 Trust vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Retirement Plan of Richard P. Mellon 1965 Trust side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest Money Purchase by assets is Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust in MN ($299K); by covered participants it is Wilkins Investment Cousel, Inc. Profit Sharing Pla in MA (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Richard P. Mellon 1965 Trust assets move in 2022? ▼
Retirement Plan of Richard P. Mellon 1965 Trust contracted severely - down 40.9% during 2022, from $504K to $298K. Reported net income was -$206K.
How have Richard P. Mellon 1965 Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard P. Mellon 1965 Trust's sponsor-wide assets declined 54.5%, from $298K to $135K.
Where does Retirement Plan of Richard P. Mellon 1965 Trust rank by assets among Form 5500 filers? ▼
Retirement Plan of Richard P. Mellon 1965 Trust ranks in the 14th 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 Richard P. Mellon 1965 Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust in MN ($299K, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Retirement Plan of Richard P. Mellon 1965 Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Wilkins Investment Cousel, Inc. Profit Sharing Pla in MA (12 participants, $5M 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 256072939.

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.