Money Purchase · DOL Form 5500 · 2022
Cassandra M Milbury Money Purchase Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 19
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $69,301
- Avg per participant Below avg balance/head
Official DOL plan name: Retirement Plan of Cassandra M. Milbury Separate Trust for Children · Sponsored by Cassandra M Milbury · Pennsylvania · Professional & Technical Services
$1M in assets, 19 participants
Cassandra M Milbury's Retirement Plan of Cassandra M. Milbury Separate Trust for Children reported $1M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.
- #5,238 in Professional & Technical Services (21,562 peers)
2022 asset change
Retirement Plan of Cassandra M. Milbury Separate Trust for Children contracted severely 39.8% in 2022 ($2M → $1M) for 19 participants.
- #5,238
- in Professional & Technical Services (21,562 peers)
- -39.8%
- assets change YoY
The plan reported a net loss of $870K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Plan of Cassandra M. Milbury Separate Trust for Children among the smaller filed plans by assets
Retirement Plan of Cassandra M. Milbury Separate Trust for Children vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,316,710 28th percentile higher than 28% of 139,123 filed plans
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 Cassandra M. Milbury Separate Trust for Children 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 Cassandra M. Milbury Separate Trust for Children is a small filing (19 participants) on this national headcount ladder.
DOL schedule card
Filing strip 256437503 · Cassandra M Milbury PY 2022 · Money Purchase
Retirement Plan of Cassandra M. Milbury Separate Trust for Children · $1M · 19 · 28th
- PART $1M
- PART 19
- PART 28th
- PART Money Purchase
- PART near Bayless & Stokes Attorneys at Law Profit Sharing Keogh Plan
- PART ind #5238
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 Cassandra M. Milbury Separate Trust for Children in the asset neighbourhood
Cassandra M Milbury years around the 2022 move
Sponsor-wide plan assets over time
All Cassandra M Milbury plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 9.235366937290673% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19 | $1M |
| 2023 | 1 | 14 | $1M |
| 2024 | 1 | 11 | $1M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$870K |
| Employer EIN | 256437503 |
| 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.
- 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
Retirement Plan of Cassandra M. Milbury Separate Trust for Children's out-of-state Money Purchase peers by assets and headcount
Outside Pennsylvania, the nearest Money Purchase by assets is Bayless & Stokes Attorneys at Law Profit Sharing Keogh Plan in TX ($1M); by covered participants it is Ricardo Frontera Benvenutti Retirement Plan in PR (19 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.
- Ricardo Frontera Benvenutti Retirement Plan (PR) 19 · 0 off
- Stereo Publishers Pension Fund (NY) 19 · 0 off
- East Hampton Library Pension Plan & Trust (NY) 20 · 1 off
- Pmc Employee Retirement Plan (TN) 18 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.