Other · DOL Form 5500 · 2022
Milton Hershey School Retirement Plan
Data updated 2026-08-11
- $169M
- Total assets
- 1,240
- Participants
- 95th
- Percentile by assets
- $136,321
- Avg per participant
Official DOL plan name: Milton Hershey School Group Supplemental Retirement Plan · Sponsored by Milton Hershey School · Pennsylvania · Educational Services
$169M in assets, 1,240 participants
Milton Hershey School's Milton Hershey School Group Supplemental Retirement Plan reported $169M in total assets and 1,240 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 139,126 plans)
- #3,680 in Educational Services (4,024 peers)
Where Milton Hershey School Group Supplemental Retirement Plan sits by assets
Milton Hershey School Group Supplemental Retirement Plan sits in the top 5% of all filed plans by assets, $169M for 1,240 participants (~$136,321/participant), down 12.8% in 2022.
- $169M
- total plan assets (2022 EOY)
- 1,240
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $136,321
- avg assets per participant
The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Milton Hershey School Group Supplemental Retirement Plan sits by total assets
Milton Hershey School Group Supplemental Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$169,038,360 Top 5% higher than 95% 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
Milton Hershey School Group Supplemental Retirement Plan vs the 2022 asset distribution
By assets, Milton Hershey School Group Supplemental Retirement Plan outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $194M |
|---|---|
| Net Assets (End of Year) | $169M |
| Net Income | -$25M |
| Employer EIN | 231353340 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Milton Hershey School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 2,636 | $419M |
| 2023 | 3 | 2,644 | $387M |
| 2024 | 2 | 2,805 | $395M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
Milton Hershey School Group Supplemental Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
Similar-Sized Other Plans Nationally
Other plans in other states closest to Milton Hershey School Group Supplemental Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Milton Hershey School Group Supplemental Retirement Plan assets move in 2022? ▼
How have Milton Hershey School plan assets changed over time? ▼
Where does Milton Hershey School Group Supplemental Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Milton Hershey School Group Supplemental…
Scale reading
Ways to act on Milton Hershey School Group Supplemental Retirement Plan's numbers.
- By total assets, Milton Hershey School Group Supplemental Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Milton Hershey School's sponsor-wide assets have declined 5.7% since 2022 across 3 plan years on file. More Educational Services plans