Money Purchase · DOL Form 5500 · 2022
Richard a. Mellon Money Purchase Plan
Data updated 2026-08-11
- $1M
- Total assets
- 19
- Participants
- 27th
- Percentile by assets
- $65,839
- Avg per participant
Official DOL plan name: Retirement Plan of Richard a. Mellon Separate Trust No. 2 · Sponsored by Richard a. Mellon · Pennsylvania · Professional & Technical Services
$1M in assets, 19 participants
Richard a. Mellon's Retirement Plan of Richard a. Mellon Separate Trust No. 2 reported $1M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.
- 27th percentile by assets (of 139,126 plans)
- #5,097 in Professional & Technical Services (21,562 peers)
Richard a. Mellon multi-year trail
Richard a. Mellon's plans moved -14.3% in assets from 2022 to 2024; this filing shows Retirement Plan of Richard a. Mellon Separate Trust No. 2 at $1M / 19 participants.
- $1M
- total plan assets (2022 EOY)
- 19
- covered participants
- 27th
- percentile by assets (of 139,126 plans)
- $65,839
- avg assets per participant
The plan reported a net loss of $891K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Richard a. Mellon across 3 plan years on file
Across the 3 plan years Richard a. Mellon has on file (2022-2024), sponsor-wide plan assets have moved from $1M to $1M, a decline of 14.3%, while reported participants moved from 19 to 11 (-42.1%). Peak year by sponsor assets: 2022 ($1M); trough: 2024 ($1M).
Richard a. Mellon multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19 | $1M |
| 2023 | 1 | 14 | $1M |
| 2024 | 1 | 11 | $1M |
Richard a. Mellon filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$891K |
| Employer EIN | 357284332 |
| Plan Effective Date | 2021-01-01 |
| 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 a. Mellon Separate Trust No. 2 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 a. Mellon Separate Trust No. 2 by total assets, not by location.
Frequently Asked Questions
How did Retirement Plan of Richard a. Mellon Separate Trust No. 2 assets move in 2022? ▼
How have Richard a. Mellon plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Retirement Plan of Richard a. Mellon Separate Trust No. 2? ▼
Next read for Retirement Plan of Richard a. Mellon Sep…
Multi-year trail
Ways to act on Retirement Plan of Richard a. Mellon Separate Trust No. 2's numbers.
- By total assets, Retirement Plan of Richard a. Mellon Separate Trust No. 2 ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Pennsylvania. Compare plans
- Richard a. Mellon's sponsor-wide assets have declined 14.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans