Money Purchase · DOL Form 5500 · 2022
Richard King Mellon Foundation Money Purchase Plan
Data updated 2026-08-11
- $11M
- Total assets
- 26
- Participants
- 66th
- Percentile by assets
- $413,166
- Avg per participant
Official DOL plan name: Retirement Plan of Richard King Mellon Foundation · Sponsored by Richard King Mellon Foundation · Pennsylvania · Other Services
$11M in assets, 26 participants
Richard King Mellon Foundation's Retirement Plan of Richard King Mellon Foundation reported $11M in total assets and 26 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.
- 66th percentile by assets (of 139,126 plans)
- #6,768 in Other Services (8,398 peers)
2022 asset change
Retirement Plan of Richard King Mellon Foundation declined sharply 28.3% in 2022 ($15M → $11M) for 26 participants.
- $11M
- total plan assets (2022 EOY)
- 26
- covered participants
- 66th
- percentile by assets (of 139,126 plans)
- $413,166
- avg assets per participant
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
2022 asset move for Retirement Plan of Richard King Mellon Foundation
Year over year, total assets declined sharply from $15M at the start of 2022 to $11M at year-end (down 28.3%). Net assets closed at $11M; reported net income -$4M.
Richard King Mellon Foundation years around the 2022 move
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 26 | $11M |
| 2023 | 1 | 22 | $11M |
| 2024 | 1 | 21 | $10M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$4M |
| Employer EIN | 251127705 |
| Plan Effective Date | 1969-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Pennsylvania
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Retirement Plan of Richard King Mellon Foundation vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
- Central Pennsylvania Teamsters Retirement Income Plan 1987 $927M · 3,634
- Duane Morris Retirement Plan $280M · 444
- IBEW Local Union 375 Electricians' Retirement Plan $146M · 645
- Milton Hershey School Money Purchase Pension Plan $140M · 1,309
- Dentons Cohen & Grigsby P.C. Pension Plan $131M · 184
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Retirement Plan of Richard King Mellon Foundation by total assets, not by location.
Frequently Asked Questions
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2022 change
Ways to act on Retirement Plan of Richard King Mellon Foundation's numbers.
- By total assets, Retirement Plan of Richard King Mellon Foundation ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Pennsylvania. Compare plans
- Richard King Mellon Foundation's sponsor-wide assets have declined 4.4% since 2022 across 3 plan years on file. More Other Services plans