Money Purchase · DOL Form 5500 · 2022
Milton Hershey School Money Purchase Plan
Data updated 2026-08-06
- $140M
- Total assets
- 1,309
- Participants
- 94th
- Percentile by assets
- $107,208
- Avg per participant
Official DOL plan name: Milton Hershey School Money Purchase Pension Plan · Sponsored by Milton Hershey School · Pennsylvania · Educational Services
$140M in assets, 1,309 participants
Milton Hershey School's Milton Hershey School Money Purchase Pension Plan reported $140M in total assets and 1,309 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 139,258 plans)
- #3,623 in Educational Services (4,025 peers)
Where Milton Hershey School Money Purchase Pension Plan sits by assets
Milton Hershey School Money Purchase Pension Plan sits in the top 10% of all filed plans by assets, $140M for 1,309 participants (~$107,208/participant), down 14.0% in 2022.
- $140M
- total plan assets (2022 EOY)
- 1,309
- covered participants
- 94th
- percentile by assets (of 139,258 plans)
- $107,208
- avg assets per participant
The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Milton Hershey School Money Purchase Pension Plan vs the 2022 asset distribution
By assets, Milton Hershey School Money Purchase Pension Plan outranks 94% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.4x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $163M |
|---|---|
| Net Assets (End of Year) | $140M |
| Net Income | -$23M |
| Employer EIN | 231353340 |
| Plan Effective Date | 2000-01-01 |
| 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 Money Purchase Plans in Pennsylvania
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Milton Hershey School Money Purchase Pension Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
- Central Pennsylvania Teamsters Retirement Income Plan 1987 $927M · 3,634
- Duane Morris Retirement Plan $280M · 444
- IBEW Local Union 375 Electricians' Retirement Plan $146M · 645
- Dentons Cohen & Grigsby P.C. Pension Plan $131M · 184
- Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton $126M · 595
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Milton Hershey School Money Purchase Pension Plan by total assets, not by location.
- Annuity Fund of Local 274 (NJ) $141M · 368
- Teamsters Local 802 Annuity Fund (NY) $140M · 470
- Itpeu Pension Fund (NJ) $141M · 14,627
- Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan (MA) $141M · 261
Frequently Asked Questions
How did Milton Hershey School Money Purchase Pension Plan assets move in 2022? ▼
How have Milton Hershey School plan assets changed over time? ▼
Where does Milton Hershey School Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Milton Hershey School Money Purchase Pension Plan? ▼
Next read for Milton Hershey School Money Purchase Pen…
Scale reading
Ways to act on Milton Hershey School Money Purchase Pension Plan's numbers.
- By total assets, Milton Hershey School Money Purchase Pension Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase 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