Money Purchase · DOL Form 5500 · 2022

Cassandra M. Milbury 1940 Trust Money Purchase Plan

Data updated 2026-08-25

$511K
Total assets Small plan by assets
17
Participants Small participant base
18th
Percentile by assets National rank
$30,043
Avg per participant Low balance/head
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Official DOL plan name: Retirement Plan of Cassandra M. Milbury 1940 Trust · Sponsored by Cassandra M. Milbury 1940 Trust · Pennsylvania · Professional & Technical Services

$511K in assets, 17 participants

Cassandra M. Milbury 1940 Trust's Retirement Plan of Cassandra M. Milbury 1940 Trust reported $511K in total assets and 17 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #3,193 in Professional & Technical Services (21,562 peers)

Cassandra M. Milbury 1940 Trust multi-year trail

Cassandra M. Milbury 1940 Trust's plans moved -39.8% in assets from 2022 to 2024; this filing shows Retirement Plan of Cassandra M. Milbury 1940 Trust at $511K / 17 participants.

#3,193
in Professional & Technical Services (21,562 peers)
-40.0%
assets change YoY

The plan reported a net loss of $340K 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 1940 Trust among the smaller filed plans by assets

Retirement Plan of Cassandra M. Milbury 1940 Trust vs every filed plan by assets

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

$510,723 18th percentile higher than 18% 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 Cassandra M. Milbury 1940 Trust 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 1940 Trust is a small filing (17 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 256017442 · Cassandra M. Milbury 1940 Trust PY 2022 · Money Purchase

Retirement Plan of Cassandra M. Milbury 1940 Trust · $511K · 17 · 18th

  • PHOTO $511K
  • IND 17
  • EOY 18th
  • 5500 Money Purchase
  • ASSETS near Ricardo E. Santiago Montalvo, Csp Retirement Plan
  • PCT ind #3193

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 1940 Trust in the asset neighbourhood

Retirement Plan of Cassandra M. Milbury 1940 TrustRetirement Plan of Cassandra…$511KRicardo E. Santiago Montalvo, Csp Retirement PlanRicardo E. Santiago Montalvo…$511KWentworth Tire Services Inc.Money Purchase Pension PlanWentworth Tire Services Inc.…$512KRad Imaging Services, LLC Profit Sharing Plan (Formerly Maruja Santiago Velez Profit Sharing Plan)Rad Imaging Services, LLC Pr…$509KHarrington Surgical Supply, Inc. Pension PlanHarrington Surgical Supply, …$513K
End-of-year total assets ($M) among Retirement Plan of Cassandra M. Milbury 1940 Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Cassandra M. Milbury 1940 Trust multi-year asset trail

Sponsor-wide plan assets over time

All Cassandra M. Milbury 1940 Trust plans reported in each filing year

Latest sponsor-wide plan assets
$308K 39.76539141569892% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.51M $0.31M ▼ -39.2%
Year Plans Participants Total Assets
2022 1 17 $511K
2023 1 13 $418K
2024 1 10 $308K

Cassandra M. Milbury 1940 Trust filing trail (2022)

Total Assets (Beginning of Year)$851K
Net Assets (End of Year)$511K
Net Income-$340K
Employer EIN256017442
Plan Effective Date1978-01-01
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 Cassandra M. Milbury 1940 Trust vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -50005001000 Total assets ($M) Participants Retirement Plan of Cassandra M. Milbury 1940 Trust, Total assets ($M): 0.510723 · Participants: 17Retirement Plan of Cassandra M. Milbury 1940 TrustCentral 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 Cassandra M. Milbury 1940 Trust vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Retirement Plan of Cassandra M. Milbury 1940 Trust side-by-side with 3 peers →

Retirement Plan of Cassandra M. Milbury 1940 Trust's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Ricardo E. Santiago Montalvo, Csp Retirement Plan in PR ($511K); by covered participants it is Creston Medical Clinic Pension Plan 001 and Profit Sharing 200 in IA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Cassandra M. Milbury 1940 Trust assets move in 2022? ▼
Retirement Plan of Cassandra M. Milbury 1940 Trust contracted severely - down 40.0% during 2022, from $851K to $511K. Reported net income was -$340K.
How have Cassandra M. Milbury 1940 Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cassandra M. Milbury 1940 Trust's sponsor-wide assets declined 39.8%, from $511K to $308K.
Where does Retirement Plan of Cassandra M. Milbury 1940 Trust rank by assets among Form 5500 filers? ▼
Retirement Plan of Cassandra M. Milbury 1940 Trust ranks in the 18th 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 Cassandra M. Milbury 1940 Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Ricardo E. Santiago Montalvo, Csp Retirement Plan in PR ($511K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Retirement Plan of Cassandra M. Milbury 1940 Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Creston Medical Clinic Pension Plan 001 and Profit Sharing 200 in IA (17 participants, $5M 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 256017442.

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.