Money Purchase · DOL Form 5500 · 2022

R. K. Mellon Family Foundation Money Purchase Plan

Data updated 2026-08-25

$892K
Total assets Small plan by assets
15
Participants Small participant base
24th
Percentile by assets National rank
$59,488
Avg per participant Low balance/head
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Official DOL plan name: Retirement Plan of R.K. Mellon Family Foundation · Sponsored by R. K. Mellon Family Foundation · Pennsylvania · Other Services

$892K in assets, 15 participants

R. K. Mellon Family Foundation's Retirement Plan of R.K. Mellon Family Foundation reported $892K in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,963 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Retirement Plan of R.K. Mellon Family Foundation ranks #3,963 of 8,398 2022 filers by assets (2249% of the sector average)-$892K for 15 participants.

#3,963
in Other Services (8,398 peers)
-12.9%
assets change YoY

The plan reported a net loss of $132K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan of R.K. Mellon Family Foundation among the smaller filed plans by assets

Retirement Plan of R.K. Mellon Family Foundation vs every filed plan by assets

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

$892,313 24th percentile higher than 24% 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 R.K. Mellon Family Foundation 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 R.K. Mellon Family Foundation is a small filing (15 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 251356145 · R. K. Mellon Family Foundation PY 2022 · Money Purchase

Retirement Plan of R.K. Mellon Family Foundation · $892K · 15 · 24th

  • EOY $892K
  • 5500 15
  • ASSETS 24th
  • PCT Money Purchase
  • EIN near Neil Strefling, P.C., Ept
  • RANK ind #3963

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 Other Services retirement plans → · Plans in Pennsylvania →

Retirement Plan of R.K. Mellon Family Foundation in the asset neighbourhood

Locale Anesthesia PC Pension PlanLocale Anesthesia PC Pension…$897KCarlos Manuel Cidre Miranda, Md Retirement PlanCarlos Manuel Cidre Miranda,…$897KRunnymede Capital Management, Inc. Money Purchase Pension PlanRunnymede Capital Management…$904KRetirement Plan of R.K. Mellon Family FoundationRetirement Plan of R.K. Mell…$892KNeil Strefling, P.C., Ept$894K
End-of-year total assets ($M) among Retirement Plan of R.K. Mellon Family Foundation and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$892K
Net Income-$132K
Employer EIN251356145
Plan Effective Date1980-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (R. K. Mellon Family Foundation)

Sponsor-wide plan assets over time

All R. K. Mellon Family Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$812K 8.970619054076316% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.89M $0.81M ▼ -9.0%
Year Plans Participants Total Assets
2022 1 15 $892K
2023 1 11 $1M
2024 1 10 $812K

Nearby Money Purchase Plans in Pennsylvania

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Retirement Plan of R.K. Mellon Family Foundation vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -50005001000 Total assets ($M) Participants Retirement Plan of R.K. Mellon Family Foundation, Total assets ($M): 0.892313 · Participants: 15Retirement Plan of R.K. Mellon Family FoundationCentral 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 R.K. Mellon Family Foundation vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Retirement Plan of R.K. Mellon Family Foundation side-by-side with 3 peers →

Retirement Plan of R.K. Mellon Family Foundation's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Neil Strefling, P.C., Ept in MI ($894K); by covered participants it is Dupage Neonatology Associates, Sc Pension Plan and Trust in IL (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 R.K. Mellon Family Foundation assets move in 2022? ▼
Retirement Plan of R.K. Mellon Family Foundation pulled back noticeably - down 12.9% during 2022, from $1M to $892K. Reported net income was -$132K.
How have R. K. Mellon Family Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R. K. Mellon Family Foundation's sponsor-wide assets declined 9.0%, from $892K to $812K.
Where does Retirement Plan of R.K. Mellon Family Foundation rank by assets among Form 5500 filers? ▼
Retirement Plan of R.K. Mellon Family Foundation ranks in the 24th 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 R.K. Mellon Family Foundation? ▼
Among Money Purchase plans in other states, the closest by assets is Neil Strefling, P.C., Ept in MI ($894K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Retirement Plan of R.K. Mellon Family Foundation? ▼
Among Money Purchase plans in other states, the closest by covered participants is Dupage Neonatology Associates, Sc Pension Plan and Trust in IL (15 participants, $9M 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 251356145.

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.