Defined Benefit (Pension) · DOL Form 5500 · 2022
Milton Hershey School Pension Plan
Data updated 2026-08-25
- $110M
- Total assets Near avg plan size
- 87
- Participants Small participant base
- 93rd
- Percentile by assets National rank
- $1.3M
- Avg per participant High balance/head
Official DOL plan name: Milton Hershey School Retirement Plan · Sponsored by Milton Hershey School · Pennsylvania · Educational Services
$110M in assets, 87 participants
Milton Hershey School's Milton Hershey School Retirement Plan reported $110M in total assets and 87 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,534 in Educational Services (4,024 peers)
Where Milton Hershey School Retirement Plan sits by assets
Milton Hershey School Retirement Plan sits in the top 10% of all filed plans by assets, $110M for 87 participants (~$1.3M/participant), down 6.6% in 2022.
- #3,534
- in Educational Services (4,024 peers)
- -6.6%
- assets change YoY
- 1.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Milton Hershey School Retirement Plan's outsized position by total assets
Milton Hershey School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$109,781,627 Top 7% higher than 93% 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 Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Milton Hershey School Retirement Plan is a small filing (87 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 231353340 · Milton Hershey School PY 2022 · Defined Benefit (Pension)
Milton Hershey School Retirement Plan · $110M · 87 · 93rd
- PHOTO $110M
- PHOTO 87
- PHOTO 93rd
- PHOTO Defined Benefit (Pension)
- PHOTO near Sirva Employees Retirement Plan
- PHOTO ind #3534
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 Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $118M |
|---|---|
| Net Assets (End of Year) | $109M |
| Net Income | -$8M |
| Employer EIN | 231353340 |
| Plan Effective Date | 1941-01-01 |
| 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 Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $10.4B · 27,097
- Steelworkers Pension Trust $5.9B · 52,395
- The PNC Financial Services Group, Inc. Pension Plan $5.4B · 63,731
- Constellation Retirement Program $5.4B · 5,314
- The Bank of New York Mellon Corporation Pension Plan $5.0B · 8,098
Milton Hershey School Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Sirva Employees Retirement Plan in IL ($110M); by covered participants it is Columbus Orthopaedic Clinic, P.a. Cash Balance Plan in MS (87 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($110M here).
- Sirva Employees Retirement Plan (IL) $110M · 161
- Plumbers Local Union No. 200 Pension Fund (NY) $110M · 710
- Retirement Plan for the Employees of Bessemer Trust Company (NJ) $110M · 217
- Holland & Knight Cash Balance Plan - 2019 (FL) $110M · 590
Similar participant headcount
Nearest other-state filings by covered participants (87 participants); asset peers above are excluded.
- Columbus Orthopaedic Clinic, P.a. Cash Balance Plan (MS) 87 · 0 off
- Ironworkers 568 Retirement Plan (MD) 87 · 0 off
- Caspari, Inc. Defined Benefit Pension Plan (CT) 87 · 0 off
- Retirement Plan for Select GE Businesses (CT) 87 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.