Money Purchase · DOL Form 5500 · 2023

Seward Prosser Mellon Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
15
Participants Small participant base
31st
Percentile by assets National rank
$134,865
Avg per participant Near avg balance/head
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Official DOL plan name: Retirement Plan of Seward Prosser Mellon Separate Trust · Sponsored by Seward Prosser Mellon · Pennsylvania · Professional & Technical Services

$2M in assets, 15 participants

Seward Prosser Mellon's Retirement Plan of Seward Prosser Mellon Separate Trust reported $2M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,411 in Professional & Technical Services (20,321 peers)

Seward Prosser Mellon multi-year trail

Seward Prosser Mellon's plans moved -12.4% in assets from 2022 to 2024; this filing shows Retirement Plan of Seward Prosser Mellon Separate Trust at $2M / 15 participants.

#5,411
in Professional & Technical Services (20,321 peers)
-5.4%
assets change YoY

The plan reported a net loss of $116K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan of Seward Prosser Mellon Separate Trust among the smaller filed plans by assets

Retirement Plan of Seward Prosser Mellon Separate Trust vs every filed plan by assets

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

$2,022,981 31st percentile higher than 31% 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 Seward Prosser Mellon Separate Trust 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 Seward Prosser Mellon Separate Trust is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan of Seward Prosser Mellon Separate Trust reported net income rose from -$968K in the plan year 2022 filing to -$116K in the plan year 2023 filing.
  • Retirement Plan of Seward Prosser Mellon Separate Trust reported participants fell from 20 in the plan year 2022 filing to 15 in the plan year 2023 filing.
  • Retirement Plan of Seward Prosser Mellon Separate Trust end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 256437497 · Seward Prosser Mellon PY 2023 · Money Purchase

Retirement Plan of Seward Prosser Mellon Separate Trust · $2M · 15 · 31st

  • RANK $2M
  • PHOTO 15
  • IND 31st
  • EOY Money Purchase
  • 5500 near Asheville Transit Employees Money Purchase Pension Plan
  • ASSETS ind #5411

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 Seward Prosser Mellon Separate Trust in the asset neighbourhood

Robert J King Jr Defined Benefit Pension PlanRobert J King Jr Defined Ben…$2MRetirement Plan of Seward Prosser Mellon Separate TrustRetirement Plan of Seward Pr…$2MAsheville Transit Employees Money Purchase Pension PlanAsheville Transit Employees …$2MMidland Pathology Associates P.C. Employee Pension Plan and TrustMidland Pathology Associates…$2MJames a. Sweet, Cpa Keogh PlanJames a. Sweet, Cpa Keogh Pl…$2M
End-of-year total assets ($M) among Retirement Plan of Seward Prosser Mellon Separate Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Seward Prosser Mellon multi-year asset trail

Sponsor-wide plan assets over time

All Seward Prosser Mellon plans reported in each filing year

Latest sponsor-wide plan assets
$2M 12.418051910041546% vs 2022
2024 filing year
$1.8M$1.9M$2M$2.1M$2.2M 202220232024 $2.14M $1.87M ▼ -12.6%
Year Plans Participants Total Assets
2022 1 20 $2M
2023 1 15 $2M
2024 1 12 $2M

Seward Prosser Mellon filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$116K
Employer EIN256437497
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 Seward Prosser Mellon Separate Trust vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Retirement Plan of Seward Prosser Mellon Separate Trust, Total assets ($M): 2.022981 · Participants: 15Retirement Plan of Seward Prosser Mellon Separate TrustCentral 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 Seward Prosser Mellon Separate Trust vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Retirement Plan of Seward Prosser Mellon Separate Trust side-by-side with 3 peers →

Retirement Plan of Seward Prosser Mellon Separate Trust's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Asheville Transit Employees Money Purchase Pension Plan in NC ($2M); by covered participants it is Optimized Process Furnaces, Inc. - Profit Sharing Plan in KS (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Seward Prosser Mellon Separate Trust assets move in 2023? ▼
Retirement Plan of Seward Prosser Mellon Separate Trust pulled back noticeably - down 5.4% during 2023, from $2M to $2M. Reported net income was -$116K.
How have Seward Prosser Mellon plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Seward Prosser Mellon's sponsor-wide assets declined 12.4%, from $2M to $2M.
Which Money Purchase plans are similar in size to Retirement Plan of Seward Prosser Mellon Separate Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Asheville Transit Employees Money Purchase Pension Plan in NC ($2M, 63 participants).
Which Money Purchase plans cover a similar participant headcount to Retirement Plan of Seward Prosser Mellon Separate Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Optimized Process Furnaces, Inc. - Profit Sharing Plan in KS (15 participants, $4M 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 256437497.

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.