Money Purchase · DOL Form 5500 · 2022

Cassandra M. Milbury Money Purchase Plan

Data updated 2026-08-25

$743K
Total assets Small plan by assets
19
Participants Small participant base
22nd
Percentile by assets National rank
$39,092
Avg per participant Low balance/head
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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.

  • #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.

#3,910
in Professional & Technical Services (21,562 peers)
-54.6%
assets change YoY

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.

Retirement Plan of Cassandra M. Milbury among the smaller filed plans by 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

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 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 is a small filing (19 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 251214026 · Cassandra M. Milbury PY 2022 · Money Purchase

Retirement Plan of Cassandra M. Milbury · $743K · 19 · 22nd

  • NET $743K
  • NET 19
  • NET 22nd
  • NET Money Purchase
  • NET near Centro Visual Dr. Kelvin Ortiz, Psc Retirement Plan
  • NET ind #3910

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 in the asset neighbourhood

Asociados En Nefrologia Retirement PlanAsociados En Nefrologia Reti…$748KRetirement Plan of Cassandra M. MilburyRetirement Plan of Cassandra…$743KCentro Visual Dr. Kelvin Ortiz, Psc Retirement PlanCentro Visual Dr. Kelvin Ort…$744KJulio Gonzalez Medical Office Employees Target Benefit Pension PlanJulio Gonzalez Medical Offic…$737KSan Pablo Gastroenterology & Retina Center of Puerto Rico Retirement PlanSan Pablo Gastroenterology &…$731K
End-of-year total assets ($M) among Retirement Plan of Cassandra M. Milbury and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Cassandra M. Milbury multi-year asset trail

Sponsor-wide plan assets over time

All Cassandra M. Milbury plans reported in each filing year

Latest sponsor-wide plan assets
$387K 47.92684552282914% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M 202220232024 $0.74M $0.39M ▼ -47.3%
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 EIN251214026
Plan Effective Date1969-07-01
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 vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -50005001000 Total assets ($M) Participants Retirement Plan of Cassandra M. Milbury, Total assets ($M): 0.742757 · Participants: 19Retirement Plan of Cassandra M. MilburyCentral 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 vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Retirement Plan of Cassandra M. Milbury side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest Money Purchase by assets is Centro Visual Dr. Kelvin Ortiz, Psc Retirement Plan in PR ($744K); by covered participants it is Ricardo Frontera Benvenutti Retirement Plan in PR (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 assets move in 2022? ▼
Retirement Plan of Cassandra M. Milbury contracted severely - down 54.6% during 2022, from $2M to $743K. Reported net income was -$894K.
How have Cassandra M. Milbury plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cassandra M. Milbury's sponsor-wide assets declined 47.9%, from $743K to $387K.
Where does Retirement Plan of Cassandra M. Milbury rank by assets among Form 5500 filers? ▼
Retirement Plan of Cassandra M. Milbury ranks in the 22nd 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? ▼
Among Money Purchase plans in other states, the closest by assets is Centro Visual Dr. Kelvin Ortiz, Psc Retirement Plan in PR ($744K, 4 participants).
Which Money Purchase plans cover a similar participant headcount to Retirement Plan of Cassandra M. Milbury? ▼
Among Money Purchase plans in other states, the closest by covered participants is Ricardo Frontera Benvenutti Retirement Plan in PR (19 participants, $661K 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 251214026.

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.