Money Purchase · DOL Form 5500 · 2022

Richard a. Mellon Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
19
Participants Small participant base
27th
Percentile by assets National rank
$65,839
Avg per participant Below avg balance/head
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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.

  • #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.

#5,097
in Professional & Technical Services (21,562 peers)
-41.6%
assets change YoY

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.

Retirement Plan of Richard a. Mellon Separate Trust No. 2 among the smaller filed plans by assets

Retirement Plan of Richard a. Mellon Separate Trust No. 2 vs every filed plan by assets

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

$1,250,945 27th percentile higher than 27% 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 a. Mellon Separate Trust No. 2 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 a. Mellon Separate Trust No. 2 is a small filing (19 participants) on this national headcount ladder.

DOL schedule card

Filing strip 357284332 · Richard a. Mellon PY 2022 · Money Purchase

Retirement Plan of Richard a. Mellon Separate Trust No. 2 · $1M · 19 · 27th

  • PCT $1M
  • PCT 19
  • PCT 27th
  • PCT Money Purchase
  • PCT near Sytek Consultants Money Purchase Plan
  • PCT ind #5097

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Retirement Plan of Richard a. Mellon Separate Trust No. 2 in the asset neighbourhood

Delmar Commercial Real Estate Services, Inc., Money Purchase Pension PlanDelmar Commercial Real Estat…$1MDelta Technology Corporation Money Purchase Pension PlanDelta Technology Corporation…$1MRetirement Plan of Richard a. Mellon Separate Trust No. 2Retirement Plan of Richard a…$1MSytek Consultants Money Purchase PlanSytek Consultants Money Purc…$1MDavid Grischkan Md Inc Money Purchase Plan and TrustDavid Grischkan Md Inc Money…$1M
End-of-year total assets ($M) among Retirement Plan of Richard a. Mellon Separate Trust No. 2 and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Richard a. Mellon multi-year asset trail

Sponsor-wide plan assets over time

All Richard a. Mellon plans reported in each filing year

Latest sponsor-wide plan assets
$1M 14.34387602972153% vs 2022
2024 filing year
$1M$1.1M$1.2M$1.3M 202220232024 $1.25M $1.07M ▼ -14.4%
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 EIN357284332
Plan Effective Date2021-01-01
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 Richard a. Mellon Separate Trust No. 2 vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -50005001000 Total assets ($M) Participants Retirement Plan of Richard a. Mellon Separate Trust No. 2, Total assets ($M): 1.250945 · Participants: 19Retirement Plan of Richard a. Mellon Separate Trust No. 2Central 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 a. Mellon Separate Trust No. 2 vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Retirement Plan of Richard a. Mellon Separate Trust No. 2 side-by-side with 3 peers →

Retirement Plan of Richard a. Mellon Separate Trust No. 2's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Sytek Consultants Money Purchase Plan in NY ($1M); by covered participants it is Ricardo Frontera Benvenutti Retirement Plan in PR (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 a. Mellon Separate Trust No. 2 assets move in 2022? ▼
Retirement Plan of Richard a. Mellon Separate Trust No. 2 contracted severely - down 41.6% during 2022, from $2M to $1M. Reported net income was -$891K.
How have Richard a. Mellon plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard a. Mellon's sponsor-wide assets declined 14.3%, from $1M to $1M.
Which Money Purchase plans are similar in size to Retirement Plan of Richard a. Mellon Separate Trust No. 2? ▼
Among Money Purchase plans in other states, the closest by assets is Sytek Consultants Money Purchase Plan in NY ($1M, 4 participants).
Which Money Purchase plans cover a similar participant headcount to Retirement Plan of Richard a. Mellon Separate Trust No. 2? ▼
Among Money Purchase plans in other states, the closest by covered participants is Ricardo Frontera Benvenutti Retirement Plan in PR (19 participants, $661K 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 357284332.

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.