Money Purchase · DOL Form 5500 · 2022
Cassandra M. Milbury 1940 Trust Money Purchase Plan
Data updated 2026-08-11
- $511K
- Total assets
- 17
- Participants
- 18th
- Percentile by assets
- $30,043
- Avg per participant
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.
- 18th percentile by assets (of 139,126 plans)
- #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.
- $511K
- total plan assets (2022 EOY)
- 17
- covered participants
- 18th
- percentile by assets (of 139,126 plans)
- $30,043
- avg assets per participant
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.
Cassandra M. Milbury 1940 Trust across 3 plan years on file
Across the 3 plan years Cassandra M. Milbury 1940 Trust has on file (2022-2024), sponsor-wide plan assets have moved from $511K to $308K, a decline of 39.8%, while reported participants moved from 17 to 10 (-41.2%). Peak year by sponsor assets: 2022 ($511K); trough: 2024 ($308K).
Cassandra M. Milbury 1940 Trust multi-year asset trail
| 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 EIN | 256017442 |
| Plan Effective Date | 1978-01-01 |
| 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 1940 Trust 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 1940 Trust by total assets, not by location.
- Ricardo E. Santiago Montalvo, Csp Retirement Plan (PR) $511K · 2
- Wentworth Tire Services Inc.Money Purchase Pension Plan (IL) $512K · 38
- Rad Imaging Services, LLC Profit Sharing Plan (Formerly Maruja Santiago Velez Profit Sharing Plan) (PR) $509K · 2
- Harrington Surgical Supply, Inc. Pension Plan (MT) $513K · 6
Frequently Asked Questions
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Next read for Retirement Plan of Cassandra M. Milbury …
Multi-year trail
Ways to act on Retirement Plan of Cassandra M. Milbury 1940 Trust's numbers.
- By total assets, Retirement Plan of Cassandra M. Milbury 1940 Trust ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Pennsylvania. Compare plans
- Cassandra M. Milbury 1940 Trust's sponsor-wide assets have declined 39.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans