Defined Benefit (Pension) · DOL Form 5500 · 2022
Milton Hershey School Pension Plan
Data updated 2026-08-11
- $110M
- Total assets
- 87
- Participants
- 93rd
- Percentile by assets
- $1.3M
- Avg per participant
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.
- 93rd percentile by assets (of 139,126 plans)
- #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.
- $110M
- total plan assets (2022 EOY)
- 87
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $1.3M
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Milton Hershey School Retirement Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).
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)
| 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.
Milton Hershey School Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Milton Hershey School Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Milton Hershey School Retirement Plan assets move in 2022? ▼
How have Milton Hershey School plan assets changed over time? ▼
Where does Milton Hershey School Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Milton Hershey School Retirement Plan
Scale reading
Ways to act on Milton Hershey School Retirement Plan's numbers.
- By total assets, Milton Hershey School Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) 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