Money Purchase · DOL Form 5500 · 2022

W. Russell G. Byers, Jr. Money Purchase Plan

Data updated 2026-08-25

$666K
Total assets Small plan by assets
19
Participants Small participant base
21st
Percentile by assets National rank
$35,053
Avg per participant Low balance/head
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Official DOL plan name: Retirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 2 · Sponsored by W. Russell G. Byers, Jr. · Pennsylvania · Professional & Technical Services

$666K in assets, 19 participants

W. Russell G. Byers, Jr.'s Retirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 2 reported $666K in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,654 in Professional & Technical Services (21,562 peers)

2022 asset change

Retirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 2 contracted severely 39.9% in 2022 ($1M → $666K) for 19 participants.

#3,654
in Professional & Technical Services (21,562 peers)
-39.9%
assets change YoY

The plan reported a net loss of $443K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 2 among the smaller filed plans by assets

Retirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 2 vs every filed plan by assets

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

$666,016 21st percentile higher than 21% 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 W. Russell G. Byers, Jr. 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 W. Russell G. Byers, Jr. Separate Trust No. 2 is a small filing (19 participants) on this national headcount ladder.

DOL schedule card

Filing strip 256437501 · W. Russell G. Byers, Jr. PY 2022 · Money Purchase

Retirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 2 · $666K · 19 · 21st

  • EBSA $666K
  • EBSA 19
  • EBSA 21st
  • EBSA Money Purchase
  • EBSA near Ricardo Frontera Benvenutti Retirement Plan
  • EBSA ind #3654

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 W. Russell G. Byers, Jr. Separate Trust No. 2 in the asset neighbourhood

Retirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 2Retirement Plan of W. Russel…$666KPine Bluff Cotton Belt Federal Credit Union Pension Plan & TrustPine Bluff Cotton Belt Feder…$673KEastern Star Masonic Home Employees Pension PlanEastern Star Masonic Home Em…$674KBrintons Paint Company Money Purchase Pension PlanBrintons Paint Company Money…$674KRicardo Frontera Benvenutti Retirement PlanRicardo Frontera Benvenutti …$661K
End-of-year total assets ($M) among Retirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 2 and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

W. Russell G. Byers, Jr. years around the 2022 move

Sponsor-wide plan assets over time

All W. Russell G. Byers, Jr. plans reported in each filing year

Latest sponsor-wide plan assets
$613K 7.955664728775284% vs 2022
2024 filing year
$0.6M$0.62M$0.64M$0.66M$0.68M 202220232024 $0.67M $0.61M ▼ -9.0%
Year Plans Participants Total Assets
2022 1 19 $666K
2023 1 14 $645K
2024 1 11 $613K

2022 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$666K
Net Income-$443K
Employer EIN256437501
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 W. Russell G. Byers, Jr. Separate Trust No. 2 vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -50005001000 Total assets ($M) Participants Retirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 2, Total assets ($M): 0.666016 · Participants: 19Retirement Plan of W. Russell G. Byers, Jr. 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 W. Russell G. Byers, Jr. Separate Trust No. 2 vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Retirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 2 side-by-side with 3 peers →

Retirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 2's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Ricardo Frontera Benvenutti Retirement Plan in PR ($661K); by covered participants it is Stereo Publishers Pension Fund in NY (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 W. Russell G. Byers, Jr. Separate Trust No. 2 assets move in 2022? ▼
Retirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 2 contracted severely - down 39.9% during 2022, from $1M to $666K. Reported net income was -$443K.
How have W. Russell G. Byers, Jr. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W. Russell G. Byers, Jr.'s sponsor-wide assets declined 8.0%, from $666K to $613K.
Where does Retirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 2 rank by assets among Form 5500 filers? ▼
Retirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 2 ranks in the 21st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Retirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 2? ▼
Among Money Purchase plans in other states, the closest by assets is Ricardo Frontera Benvenutti Retirement Plan in PR ($661K, 19 participants).
Which Money Purchase plans cover a similar participant headcount to Retirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 2? ▼
Among Money Purchase plans in other states, the closest by covered participants is Stereo Publishers Pension Fund in NY (19 participants, $7M 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 256437501.

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.