Money Purchase · DOL Form 5500 · 2022

Richard King Mellon Foundation Money Purchase Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
26
Participants Small participant base
66th
Percentile by assets National rank
$413,166
Avg per participant High balance/head
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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.

  • #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.

#6,768
in Other Services (8,398 peers)
-28.3%
assets change YoY

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.

Retirement Plan of Richard King Mellon Foundation's mid-pack asset rank among Other Services and all filers

Retirement Plan of Richard King Mellon Foundation vs every filed plan by assets

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

$10,742,308 Top 34% higher than 66% 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 King Mellon Foundation 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 King Mellon Foundation is a small filing (26 participants) on this national headcount ladder.

DOL schedule card

Filing strip 251127705 · Richard King Mellon Foundation PY 2022 · Money Purchase

Retirement Plan of Richard King Mellon Foundation · $11M · 26 · 66th

  • EIN $11M
  • EIN 26
  • EIN 66th
  • EIN Money Purchase
  • EIN near Bewley, Lasslebn & Miller Money Purchase Pension Plan
  • EIN ind #6768

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 Other Services retirement plans → · Plans in Pennsylvania →

Retirement Plan of Richard King Mellon Foundation in the asset neighbourhood

Defenders of Wildlife Pension PlanDefenders of Wildlife Pensio…$11MStevens Community Medical Center Money Purchase Pension PlanStevens Community Medical Ce…$11MBewley, Lasslebn & Miller Money Purchase Pension PlanBewley, Lasslebn & Miller Mo…$11MRetirement Plan of Richard King Mellon FoundationRetirement Plan of Richard K…$11MMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, I…$11M
End-of-year total assets ($M) among Retirement Plan of Richard King Mellon Foundation and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Richard King Mellon Foundation years around the 2022 move

Sponsor-wide plan assets over time

All Richard King Mellon Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$10M 4.410588488060481% vs 2022
2024 filing year
$10.2M$10.4M$10.6M$10.8M 202220232024 $10.7M $10.3M ▼ -4.4%
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 EIN251127705
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 King Mellon Foundation vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -50005001000 Total assets ($M) Participants Retirement Plan of Richard King Mellon Foundation, Total assets ($M): 10.742308 · Participants: 26Retirement Plan of Richard King Mellon FoundationCentral 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 King Mellon Foundation vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Retirement Plan of Richard King Mellon Foundation side-by-side with 3 peers →

Retirement Plan of Richard King Mellon Foundation's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Bewley, Lasslebn & Miller Money Purchase Pension Plan in CA ($11M); by covered participants it is Wabasha Fire Department Relief Association in MN (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 King Mellon Foundation assets move in 2022? ▼
Retirement Plan of Richard King Mellon Foundation declined sharply - down 28.3% during 2022, from $15M to $11M. Reported net income was -$4M.
How have Richard King Mellon Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard King Mellon Foundation's sponsor-wide assets declined 4.4%, from $11M to $10M.
Which Money Purchase plans are similar in size to Retirement Plan of Richard King Mellon Foundation? ▼
Among Money Purchase plans in other states, the closest by assets is Bewley, Lasslebn & Miller Money Purchase Pension Plan in CA ($11M, 25 participants).
Which Money Purchase plans cover a similar participant headcount to Retirement Plan of Richard King Mellon Foundation? ▼
Among Money Purchase plans in other states, the closest by covered participants is Wabasha Fire Department Relief Association in MN (26 participants, $618K 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 251127705.

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.