Money Purchase · DOL Form 5500 · 2022

Seward Prosser Mellon 1942 Trust Money Purchase Plan

Data updated 2026-08-11

$511K
Total assets
17
Participants
18th
Percentile by assets
$30,043
Avg per participant
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Official DOL plan name: Retirement Plan of Seward Prosser Mellon 1942 Trust · Sponsored by Seward Prosser Mellon 1942 Trust · Pennsylvania · Professional & Technical Services

$511K in assets, 17 participants

Seward Prosser Mellon 1942 Trust's Retirement Plan of Seward Prosser Mellon 1942 Trust reported $511K in total assets and 17 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • 18th percentile by assets (of 139,126 plans)
  • #3,193 in Professional & Technical Services (21,562 peers)

Seward Prosser Mellon 1942 Trust multi-year trail

Seward Prosser Mellon 1942 Trust's plans moved -39.8% in assets from 2022 to 2024; this filing shows Retirement Plan of Seward Prosser Mellon 1942 Trust at $511K / 17 participants.

$511K
total plan assets (2022 EOY)
17
covered participants
18th
percentile by assets (of 139,126 plans)
$30,043
avg assets per participant

The plan reported a net loss of $340K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Seward Prosser Mellon 1942 Trust across 3 plan years on file

Across the 3 plan years Seward Prosser Mellon 1942 Trust has on file (2022-2024), sponsor-wide plan assets have moved from $511K to $308K, a decline of 39.8%, while reported participants moved from 17 to 10 (-41.2%). Peak year by sponsor assets: 2022 ($511K); trough: 2024 ($308K).

Seward Prosser Mellon 1942 Trust multi-year asset trail

$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.51M $0.31M â–Ľ -39.2%
Total plan assets by year, all Seward Prosser Mellon 1942 Trust plans on file
Year Plans Participants Total Assets
2022 1 17 $511K
2023 1 13 $418K
2024 1 10 $308K

Seward Prosser Mellon 1942 Trust filing trail (2022)

Total Assets (Beginning of Year)$851K
Net Assets (End of Year)$511K
Net Income-$340K
Employer EIN256017465
Plan Effective Date1978-01-01
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 Seward Prosser Mellon 1942 Trust vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants

Retirement Plan of Seward Prosser Mellon 1942 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 S…Central Pennsylvania…Duane Morris Retirem…IBEW Local Union 375…Milton Hershey Schoo…Dentons Cohen & Grig…
Retirement Plan of Seward Prosser Mellon 1942 Trust vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Retirement Plan of Seward Prosser Mellon 1942 Trust by total assets, not by location.

Frequently Asked Questions

How did Retirement Plan of Seward Prosser Mellon 1942 Trust assets move in 2022?
Retirement Plan of Seward Prosser Mellon 1942 Trust contracted severely - down 40.0% during 2022, from $851K to $511K. Reported net income was -$340K.
How have Seward Prosser Mellon 1942 Trust plan assets changed over time?
Across 3 plan years on file (2022-2024), Seward Prosser Mellon 1942 Trust's sponsor-wide assets declined 39.8%, from $511K to $308K.
Where does Retirement Plan of Seward Prosser Mellon 1942 Trust rank by assets among Form 5500 filers?
Retirement Plan of Seward Prosser Mellon 1942 Trust ranks in the 18th 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 Seward Prosser Mellon 1942 Trust?
Among Money Purchase plans in other states, the closest by assets is Ricardo E. Santiago Montalvo, Csp Retirement Plan in PR ($511K, 2 participants).

Multi-year trail

Ways to act on Retirement Plan of Seward Prosser Mellon 1942 Trust's numbers.