Money Purchase · DOL Form 5500 · 2022
Cassandra M. Milbury Money Purchase Plan
Data updated 2026-08-11
- $743K
- Total assets
- 19
- Participants
- 22nd
- Percentile by assets
- $39,092
- Avg per participant
Official DOL plan name: Retirement Plan of Cassandra M. Milbury · Sponsored by Cassandra M. Milbury · Pennsylvania · Professional & Technical Services
$743K in assets, 19 participants
Cassandra M. Milbury's Retirement Plan of Cassandra M. Milbury reported $743K in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.
- 22nd percentile by assets (of 139,126 plans)
- #3,910 in Professional & Technical Services (21,562 peers)
Cassandra M. Milbury multi-year trail
Cassandra M. Milbury's plans moved -47.9% in assets from 2022 to 2024; this filing shows Retirement Plan of Cassandra M. Milbury at $743K / 19 participants.
- $743K
- total plan assets (2022 EOY)
- 19
- covered participants
- 22nd
- percentile by assets (of 139,126 plans)
- $39,092
- avg assets per participant
The plan reported a net loss of $894K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Retirement Plan of Cassandra M. Milbury sits by total assets
Retirement Plan of Cassandra M. Milbury vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$742,757 22nd percentile higher than 22% 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
Cassandra M. Milbury across 3 plan years on file
Across the 3 plan years Cassandra M. Milbury has on file (2022-2024), sponsor-wide plan assets have moved from $743K to $387K, a decline of 47.9%, while reported participants moved from 19 to 11 (-42.1%). Peak year by sponsor assets: 2022 ($743K); trough: 2024 ($387K).
Cassandra M. Milbury multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19 | $743K |
| 2023 | 1 | 14 | $500K |
| 2024 | 1 | 11 | $387K |
Cassandra M. Milbury filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $743K |
| Net Income | -$894K |
| Employer EIN | 251214026 |
| Plan Effective Date | 1969-07-01 |
| 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 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 by total assets, not by location.
Frequently Asked Questions
How did Retirement Plan of Cassandra M. Milbury assets move in 2022? ▼
How have Cassandra M. Milbury plan assets changed over time? ▼
Where does Retirement Plan of Cassandra M. Milbury rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Retirement Plan of Cassandra M. Milbury? ▼
Next read for Retirement Plan of Cassandra M. Milbury
Multi-year trail
Ways to act on Retirement Plan of Cassandra M. Milbury's numbers.
- By total assets, Retirement Plan of Cassandra M. Milbury 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's sponsor-wide assets have declined 47.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans