Money Purchase · DOL Form 5500 · 2022
R. K. Mellon Family Foundation Money Purchase Plan
Data updated 2026-08-11
- $892K
- Total assets
- 15
- Participants
- 24th
- Percentile by assets
- $59,488
- Avg per participant
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.
- 24th percentile by assets (of 139,126 plans)
- #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.
- $892K
- total plan assets (2022 EOY)
- 15
- covered participants
- 24th
- percentile by assets (of 139,126 plans)
- $59,488
- avg assets per participant
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.
Where Retirement Plan of R.K. Mellon Family Foundation sits by total 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Rank #3,963 in Other Services
Among 8,398 Other Services plans that filed a Form 5500 for plan year 2022, Retirement Plan of R.K. Mellon Family Foundation ranks #3,963 by end-of-year assets - about 2249% of the sector average of $20M. Nationally it sits in the 24th percentile, a stronger position within its industry than across all filers.
Other Services filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $892K |
| Net Income | -$132K |
| Employer EIN | 251356145 |
| Plan Effective Date | 1980-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (R. K. Mellon Family Foundation)
| 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
- 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 R.K. Mellon Family Foundation by total assets, not by location.
Frequently Asked Questions
How did Retirement Plan of R.K. Mellon Family Foundation assets move in 2022? ▼
How have R. K. Mellon Family Foundation plan assets changed over time? ▼
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Filing takeaways
Ways to act on Retirement Plan of R.K. Mellon Family Foundation's numbers.
- By total assets, Retirement Plan of R.K. Mellon Family Foundation 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
- R. K. Mellon Family Foundation's sponsor-wide assets have declined 9.0% since 2022 across 3 plan years on file. More Other Services plans