Money Purchase · DOL Form 5500 · 2022
Cassandra M Milbury Money Purchase Plan
Data updated 2026-08-11
- $1M
- Total assets
- 19
- Participants
- 28th
- Percentile by assets
- $69,301
- Avg per participant
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.
- 28th percentile by assets (of 139,126 plans)
- #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.
- $1M
- total plan assets (2022 EOY)
- 19
- covered participants
- 28th
- percentile by assets (of 139,126 plans)
- $69,301
- avg assets per participant
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.
2022 asset move for Retirement Plan of Cassandra M. Milbury Separate Trust for Children
Year over year, total assets contracted severely from $2M at the start of 2022 to $1M at year-end (down 39.8%). Net assets closed at $1M; reported net income -$870K.
Cassandra M Milbury years around the 2022 move
| 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.
Retirement Plan of Cassandra M. Milbury Separate Trust for Children 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 Cassandra M. Milbury Separate Trust for Children by total assets, not by location.
Frequently Asked Questions
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2022 change
Ways to act on Retirement Plan of Cassandra M. Milbury Separate Trust for Children's numbers.
- By total assets, Retirement Plan of Cassandra M. Milbury Separate Trust for Children 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
- Cassandra M Milbury's sponsor-wide assets have declined 9.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans