Money Purchase · DOL Form 5500 · 2023

Cassandra M. Milbury Money Purchase Plan

Data updated 2026-08-25

$500K
Total assets Small plan by assets
14
Participants Small participant base
18th
Percentile by assets National rank
$35,682
Avg per participant Low balance/head
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Official DOL plan name: Retirement Plan of Cassandra M. Milbury · Sponsored by Cassandra M. Milbury · Pennsylvania · Professional & Technical Services

$500K in assets, 14 participants

Cassandra M. Milbury's Retirement Plan of Cassandra M. Milbury reported $500K in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,738 in Professional & Technical Services (20,321 peers)

Cassandra M. Milbury multi-year trail

Cassandra M. Milbury's plans moved -47.9% in assets from 2022 to 2024; this filing shows Retirement Plan of Cassandra M. Milbury at $500K / 14 participants.

#2,738
in Professional & Technical Services (20,321 peers)
-32.7%
assets change YoY

The plan reported a net loss of $243K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan of Cassandra M. Milbury among the smaller filed plans by assets

Retirement Plan of Cassandra M. Milbury vs every filed plan by assets

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

$499,546 18th percentile higher than 18% 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

Retirement Plan of Cassandra M. Milbury among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan of Cassandra M. Milbury is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan of Cassandra M. Milbury reported net income rose from -$894K in the plan year 2022 filing to -$243K in the plan year 2023 filing.
  • Retirement Plan of Cassandra M. Milbury end-of-year assets fell from $743K in the plan year 2022 filing to $500K in the plan year 2023 filing.
  • Retirement Plan of Cassandra M. Milbury reported participants fell from 19 in the plan year 2022 filing to 14 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 251214026 · Cassandra M. Milbury PY 2023 · Money Purchase

Retirement Plan of Cassandra M. Milbury · $500K · 14 · 18th

  • BOY $500K
  • BOY 14
  • BOY 18th
  • BOY Money Purchase
  • BOY near Grupo Gastroenterologico Del Caribe, Csp Retirement Plan
  • BOY ind #2738

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Retirement Plan of Cassandra M. Milbury in the asset neighbourhood

Retirement Plan of Cassandra M. MilburyRetirement Plan of Cassandra…$500KGrupo Gastroenterologico Del Caribe, Csp Retirement PlanGrupo Gastroenterologico Del…$499KMatthew S. Dulberg Money Purchase PlanMatthew S. Dulberg Money Pur…$497KContractors and Employees Retirement Plan & TrustContractors and Employees Re…$495KKappa North America, Inc. Money Purchase PensionKappa North America, Inc. Mo…$504K
End-of-year total assets ($M) among Retirement Plan of Cassandra M. Milbury and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Cassandra M. Milbury multi-year asset trail

Sponsor-wide plan assets over time

All Cassandra M. Milbury plans reported in each filing year

Latest sponsor-wide plan assets
$387K 47.92684552282914% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M 202220232024 $0.74M $0.39M ▼ -47.3%
Year Plans Participants Total Assets
2022 1 19 $743K
2023 1 14 $500K
2024 1 11 $387K

Cassandra M. Milbury filing trail (2023)

Total Assets (Beginning of Year)$743K
Net Assets (End of Year)$500K
Net Income-$243K
Employer EIN251214026
Plan Effective Date1969-07-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Pennsylvania

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

Retirement Plan of Cassandra M. Milbury vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Retirement Plan of Cassandra M. Milbury, Total assets ($M): 0.499546 · Participants: 14Retirement Plan of Cassandra M. MilburyCentral 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
Retirement Plan of Cassandra M. Milbury vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Retirement Plan of Cassandra M. Milbury side-by-side with 3 peers →

Retirement Plan of Cassandra M. Milbury's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Grupo Gastroenterologico Del Caribe, Csp Retirement Plan in PR ($499K); by covered participants it is Brt Apartments Corp. Pension Plan in NY (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

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 Retirement Plan of Cassandra M. Milbury assets move in 2023? ▼
Retirement Plan of Cassandra M. Milbury contracted severely - down 32.7% during 2023, from $743K to $500K. Reported net income was -$243K.
How have Cassandra M. Milbury plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cassandra M. Milbury's sponsor-wide assets declined 47.9%, from $743K to $387K.
Where does Retirement Plan of Cassandra M. Milbury rank by assets among Form 5500 filers? ▼
Retirement Plan of Cassandra M. Milbury ranks in the 18th 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 Retirement Plan of Cassandra M. Milbury? ▼
Among Money Purchase plans in other states, the closest by assets is Grupo Gastroenterologico Del Caribe, Csp Retirement Plan in PR ($499K, 6 participants).
Which Money Purchase plans cover a similar participant headcount to Retirement Plan of Cassandra M. Milbury? ▼
Among Money Purchase plans in other states, the closest by covered participants is Brt Apartments Corp. Pension Plan in NY (14 participants, $19M in assets).

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 251214026.

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.