Money Purchase · DOL Form 5500 · 2023

Dr. Budd Mildenberg Money Purchase Plan

Data updated 2026-08-25

$301K
Total assets Small plan by assets
N/A
Participants Small participant base
14th
Percentile by assets National rank
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Official DOL plan name: Budd J. Mildenberg, Md Keough Money Purchase Pension Plan · Sponsored by Dr. Budd Mildenberg · Pennsylvania · Healthcare & Social Assistance

$301K in assets, N/A participants

Dr. Budd Mildenberg's Budd J. Mildenberg, Md Keough Money Purchase Pension Plan reported $301K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 14th 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.

  • #1,697 in Healthcare & Social Assistance (17,684 peers)

Dr. Budd Mildenberg multi-year trail

Dr. Budd Mildenberg's plans moved +77.6% in assets from 2022 to 2024; this filing shows Budd J. Mildenberg, Md Keough Money Purchase Pension Plan at $301K / N/A participants.

#1,697
in Healthcare & Social Assistance (17,684 peers)
+35.3%
assets growth YoY

Budd J. Mildenberg, Md Keough Money Purchase Pension Plan among the smaller filed plans by assets

Budd J. Mildenberg, Md Keough Money Purchase Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$300,732 14th percentile higher than 14% of 127,068 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 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Budd J. Mildenberg, Md Keough Money Purchase Pension Plan reported net income rose from -$98K in the plan year 2022 filing to $78K in the plan year 2023 filing.
  • Budd J. Mildenberg, Md Keough Money Purchase Pension Plan end-of-year assets rose from $222K in the plan year 2022 filing to $301K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 232445627 · Dr. Budd Mildenberg PY 2023 · Money Purchase

Budd J. Mildenberg, Md Keough Money Purchase Pension Plan · $301K · N/A · 14th

  • EOY $301K
  • 5500 N/A
  • ASSETS 14th
  • PCT Money Purchase
  • EIN near Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust
  • RANK ind #1697

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Budd J. Mildenberg, Md Keough Money Purchase Pension Plan in the asset neighbourhood

Budd J. Mildenberg, Md Keough Money Purchase Pension PlanBudd J. Mildenberg, Md Keoug…$301KAustin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & TrustAustin Orthopedic & Sports M…$300KSouth Mesa Water Company Amended and Restated Money Purchase PlanSouth Mesa Water Company Ame…$299KYung C. Chan Md PC Money Purchase PlanYung C. Chan Md PC Money Pur…$299KRenata Olejnik Dds PC$299K
End-of-year total assets ($M) among Budd J. Mildenberg, Md Keough Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Dr. Budd Mildenberg multi-year asset trail

Sponsor-wide plan assets over time

All Dr. Budd Mildenberg plans reported in each filing year

Latest sponsor-wide plan assets
$745K 77.57026058468823% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M$0.8M 202220232024 $0.42M $0.74M ▲ +76.2%
Year Plans Participants Total Assets
2022 2 N/A $419K
2023 2 N/A $567K
2024 2 N/A $745K

Dr. Budd Mildenberg filing trail (2023)

Total Assets (Beginning of Year)$222K
Net Assets (End of Year)$301K
Net Income$78K
Employer EIN232445627
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Pennsylvania

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Budd J. Mildenberg, Md Keough Money Purchase Pension Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Budd J. Mildenberg, Md Keough Money Purchase Pension Plan, Total assets ($M): 0.300732 · Participants: 0Budd J. Mildenberg, Md Keough Money Purchase Pension PlanCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 877.450231 · Participants: 3684Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 321.029187 · Participants: 478Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 170.013061 · Participants: 658IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 161.591269 · Participants: 1331Milton Hershey School Money Purchase Pension PlanRetirement Plan for Faculty, Administrative and Professional Employees of University of Scranton, Total assets ($M): 145.172051 · Participants: 632Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton
Budd J. Mildenberg, Md Keough Money Purchase Pension Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Budd J. Mildenberg, Md Keough Money Purchase Pension Plan side-by-side with 3 peers →

Budd J. Mildenberg, Md Keough Money Purchase Pension Plan's closest out-of-state Money Purchase peers by assets

Outside Pennsylvania, the nearest Money Purchase by end-of-year assets is Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust in MN at $300K (this filing: $301K).

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Budd J. Mildenberg, Md Keough Money Purchase Pension Plan assets move in 2023? ▼
Budd J. Mildenberg, Md Keough Money Purchase Pension Plan surged - up 35.3% during 2023, from $222K to $301K. Reported net income was $78K.
How have Dr. Budd Mildenberg plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dr. Budd Mildenberg's sponsor-wide assets grew 77.6%, from $419K to $745K.
Where does Budd J. Mildenberg, Md Keough Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Budd J. Mildenberg, Md Keough Money Purchase Pension Plan ranks in the 14th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Budd J. Mildenberg, Md Keough Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust in MN ($300K, 1 participant).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 232445627.

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.