Other · DOL Form 5500 · 2022
Milton Hershey School Retirement Plan
Data updated 2026-08-25
- $169M
- Total assets Near avg plan size
- 1,240
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $136,321
- Avg per participant Near avg balance/head
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.
- #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.
- #3,680
- in Educational Services (4,024 peers)
- -12.8%
- assets change YoY
- 1.7×
- vs typical plan assets (national mean)
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.
Milton Hershey School Group Supplemental Retirement Plan's outsized position 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's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Milton Hershey School Group Supplemental Retirement Plan lands in the large band (1,240 participants).
Published 5500 schedule card
Filing strip 231353340 · Milton Hershey School PY 2022 · Other
Milton Hershey School Group Supplemental Retirement Plan · $169M · 1,240 · 95th
- 5500 $169M
- ASSETS 1,240
- PCT 95th
- EIN Other
- RANK near Museum of Fine Arts Defined Contribution Retirement Plan
- PHOTO ind #3680
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 Educational Services retirement plans → · Plans in Pennsylvania →
Milton Hershey School Group Supplemental Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Milton Hershey School plans reported in each filing year
- Latest sponsor-wide plan assets
- $395M 5.663889011483462% vs 2022
- 2024 filing year
| 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.
- 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
Milton Hershey School Group Supplemental Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Museum of Fine Arts Defined Contribution Retirement Plan in MA ($169M); by covered participants it is Weirton Medical Center Supplemental Retirement Income Plan in WV (1,241 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($169M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,240 participants); asset peers above are excluded.
- Weirton Medical Center Supplemental Retirement Income Plan (WV) 1,241 · 1 off
- Sacred Heart University Defined Contribution Plan (CT) 1,239 · 1 off
- Seven Counties Services Retirement Savings Plan (KY) 1,242 · 2 off
- Morselife Tax Deferred Annuity Plan (FL) 1,242 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.