Money Purchase · DOL Form 5500 · 2023
Cassandra M Milbury Money Purchase Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 14
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $90,357
- Avg per participant Below avg balance/head
Official DOL plan name: Retirement Plan of Cassandra M. Milbury Separate Trust for Children · Sponsored by Cassandra M Milbury · Pennsylvania · Professional & Technical Services
$1M in assets, 14 participants
Cassandra M Milbury's Retirement Plan of Cassandra M. Milbury Separate Trust for Children reported $1M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.
- #4,296 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
Retirement Plan of Cassandra M. Milbury Separate Trust for Children holds $1M for 14 participants - about $90,357 per participant, in the lower half of filed plans by assets.
- #4,296
- in Professional & Technical Services (20,321 peers)
- -3.9%
- assets change YoY
The plan reported a net loss of $52K 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 Separate Trust for Children among the smaller filed plans by assets
Retirement Plan of Cassandra M. Milbury Separate Trust for Children vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,264,994 26th percentile higher than 26% of 127,068 filed plans
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 Separate Trust for Children 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 Separate Trust for Children 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 Separate Trust for Children reported net income rose from -$870K in the plan year 2022 filing to -$52K in the plan year 2023 filing.
- Retirement Plan of Cassandra M. Milbury Separate Trust for Children reported participants fell from 19 in the plan year 2022 filing to 14 in the plan year 2023 filing.
- Retirement Plan of Cassandra M. Milbury Separate Trust for Children end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 256437503 · Cassandra M Milbury PY 2023 · Money Purchase
Retirement Plan of Cassandra M. Milbury Separate Trust for Children · $1M · 14 · 26th
- VS-ST $1M
- VS-ST 14
- VS-ST 26th
- VS-ST Money Purchase
- VS-ST near Specialists in Anesthesia, P.C. Money Purchase Pln
- VS-ST ind #4296
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 Separate Trust for Children in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$52K |
| Employer EIN | 256437503 |
| Plan Effective Date | 1969-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cassandra M Milbury)
Sponsor-wide plan assets over time
All Cassandra M Milbury plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 9.235366937290673% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19 | $1M |
| 2023 | 1 | 14 | $1M |
| 2024 | 1 | 11 | $1M |
Nearby Money Purchase Plans in Pennsylvania
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Central Pennsylvania Teamsters Retirement Income Plan 1987 $877M · 3,684
- Duane Morris Retirement Plan $321M · 478
- IBEW Local Union 375 Electricians' Retirement Plan $170M · 658
- Milton Hershey School Money Purchase Pension Plan $162M · 1,331
- Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton $145M · 632
Retirement Plan of Cassandra M. Milbury Separate Trust for Children's out-of-state Money Purchase peers by assets and headcount
Outside Pennsylvania, the nearest Money Purchase by assets is Specialists in Anesthesia, P.C. Money Purchase Pln in MO ($1M); by covered participants it is Brt Apartments Corp. Pension Plan in NY (14 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
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.