Money Purchase · DOL Form 5500 · 2022

Milton Hershey School Money Purchase Plan

Data updated 2026-08-25

$140M
Total assets Near avg plan size
1,309
Participants Near avg headcount
94th
Percentile by assets National rank
$107,208
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #3,622 in Educational Services (4,024 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.

#3,622
in Educational Services (4,024 peers)
-14.0%
assets change YoY
1.4×
vs typical plan assets (national mean)

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's outsized position by total assets

Milton Hershey School Money Purchase Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$140,334,872 Top 6% higher than 94% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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 Money Purchase Pension 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 Money Purchase Pension Plan lands in the large band (1,309 participants).

Published 5500 schedule card

Filing strip 231353340 · Milton Hershey School PY 2022 · Money Purchase

Milton Hershey School Money Purchase Pension Plan · $140M · 1,309 · 94th

  • PHOTO $140M
  • IND 1,309
  • EOY 94th
  • 5500 Money Purchase
  • ASSETS near Annuity Fund of Local 274
  • PCT ind #3622

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 Money Purchase Pension Plan in the asset neighbourhood

Choate, Hall & Stewart LLP Profit-Sharing Retirement PlanChoate, Hall & Stewart LLP P…$141MItpeu Pension Fund$141MAnnuity Fund of Local 274$141MMilton Hershey School Money Purchase Pension PlanMilton Hershey School Money …$140MTeamsters Local 802 Annuity FundTeamsters Local 802 Annuity …$140M
End-of-year total assets ($M) among Milton Hershey School Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$163M
Net Assets (End of Year)$140M
Net Income-$23M
Employer EIN231353340
Plan Effective Date2000-01-01
Filing StatusFILING 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
$380M$390M$400M$410M$420M$430M 202220232024 $419M $395M ▼ -5.7%
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 Scatter plot of 6 data points. 01000200030004000 02004006008001000 Total assets ($M) Participants Milton Hershey School Money Purchase Pension Plan, Total assets ($M): 140.334872 · Participants: 1309Milton Hershey School Money Purchase Pension PlanCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 927.007257 · Participants: 3634Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 279.588283 · Participants: 444Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 145.531636 · Participants: 645IBEW Local Union 375 Electricians' Retirement PlanDentons Cohen & Grigsby P.C. Pension Plan, Total assets ($M): 131.093711 · Participants: 184Dentons Cohen & Grigsby P.C. Pension PlanRetirement Plan for Faculty, Administrative and Professional Employees of University of Scranton, Total assets ($M): 126.070438 · Participants: 595Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton
Milton Hershey School Money Purchase Pension Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Milton Hershey School Money Purchase Pension Plan side-by-side with 3 peers →

Milton Hershey School Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Annuity Fund of Local 274 in NJ ($141M); by covered participants it is U.a. Local Union No. 614 Pension Plan in TN (1,308 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($140M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,309 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Milton Hershey School Money Purchase Pension Plan assets move in 2022? ▼
Milton Hershey School Money Purchase Pension Plan pulled back noticeably - down 14.0% during 2022, from $163M to $140M. Reported net income was -$23M.
How have Milton Hershey School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milton Hershey School's sponsor-wide assets declined 5.7%, from $419M to $395M.
Where does Milton Hershey School Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Milton Hershey School Money Purchase Pension Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Milton Hershey School Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Annuity Fund of Local 274 in NJ ($141M, 368 participants).
Which Money Purchase plans cover a similar participant headcount to Milton Hershey School Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is U.a. Local Union No. 614 Pension Plan in TN (1,308 participants, $166M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231353340.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.