Money Purchase · DOL Form 5500 · 2022

Richard P. Mellon 1965 Trust Money Purchase Plan

Data updated 2026-08-11

$298K
Total assets
12
Participants
14th
Percentile by assets
$24,801
Avg per participant
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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.

  • 14th percentile by assets (of 139,126 plans)
  • #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.

$298K
total plan assets (2022 EOY)
12
covered participants
14th
percentile by assets (of 139,126 plans)
$24,801
avg assets per participant

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.

Where Retirement Plan of Richard P. Mellon 1965 Trust sits by total 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 $2,010,000,000 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

State
Pennsylvania
Industry
Professional & Technical Services

Richard P. Mellon 1965 Trust across 3 plan years on file

Across the 3 plan years Richard P. Mellon 1965 Trust has on file (2022-2024), sponsor-wide plan assets have moved from $298K to $135K, a decline of 54.5%, while reported participants moved from 12 to 6 (-50.0%). Peak year by sponsor assets: 2022 ($298K); trough: 2024 ($135K).

Richard P. Mellon 1965 Trust multi-year asset trail

$0.1M$0.15M$0.2M$0.25M$0.3M$0.35M 202220232024 $0.3M $0.14M ▼ -53.3%
Total plan assets by year, all Richard P. Mellon 1965 Trust plans on file
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 ($M) Participants Retirement Plan of R…, Total assets ($M): 0.297608 · Participants: 12Retirement Plan of R…Central Pennsylvania…, Total assets ($M): 927.007257 · Participants: 3634Central Pennsylvania…Duane Morris Retirem…, Total assets ($M): 279.588283 · Participants: 444Duane Morris Retirem…IBEW Local Union 375…, Total assets ($M): 145.531636 · Participants: 645IBEW Local Union 375…Milton Hershey Schoo…, Total assets ($M): 140.334872 · Participants: 1309Milton Hershey Schoo…Dentons Cohen & Grig…, Total assets ($M): 131.093711 · Participants: 184Dentons Cohen & Grig…
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 196… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Retirement Plan of Richard P. Mellon 1965 Trust by total assets, not by location.

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).

Next read for Retirement Plan of Richard P. Mellon 196…

Multi-year trail

Ways to act on Retirement Plan of Richard P. Mellon 1965 Trust's numbers.

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.