Money Purchase · DOL Form 5500 · 2023

Richard a. Mellon Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
14
Participants Small participant base
25th
Percentile by assets National rank
$83,669
Avg per participant Below avg balance/head
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Official DOL plan name: Retirement Plan of Richard a. Mellon Separate Trust No. 2 · Sponsored by Richard a. Mellon · Pennsylvania · Professional & Technical Services

$1M in assets, 14 participants

Richard a. Mellon's Retirement Plan of Richard a. Mellon Separate Trust No. 2 reported $1M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,137 in Professional & Technical Services (20,321 peers)

Richard a. Mellon multi-year trail

Richard a. Mellon's plans moved -14.3% in assets from 2022 to 2024; this filing shows Retirement Plan of Richard a. Mellon Separate Trust No. 2 at $1M / 14 participants.

#4,137
in Professional & Technical Services (20,321 peers)
-6.4%
assets change YoY

The plan reported a net loss of $80K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan of Richard a. Mellon Separate Trust No. 2 among the smaller filed plans by assets

Retirement Plan of Richard a. Mellon Separate Trust No. 2 vs every filed plan by assets

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

$1,171,368 25th percentile higher than 25% 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 Richard a. Mellon Separate Trust No. 2 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 Richard a. Mellon Separate Trust No. 2 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 Richard a. Mellon Separate Trust No. 2 reported net income rose from -$891K in the plan year 2022 filing to -$80K in the plan year 2023 filing.
  • Retirement Plan of Richard a. Mellon Separate Trust No. 2 reported participants fell from 19 in the plan year 2022 filing to 14 in the plan year 2023 filing.
  • Retirement Plan of Richard a. Mellon Separate Trust No. 2 end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 357284332 · Richard a. Mellon PY 2023 · Money Purchase

Retirement Plan of Richard a. Mellon Separate Trust No. 2 · $1M · 14 · 25th

  • PHOTO $1M
  • IND 14
  • EOY 25th
  • 5500 Money Purchase
  • ASSETS near Hector Ramos Fuentes Retirement Plan
  • PCT ind #4137

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 Richard a. Mellon Separate Trust No. 2 in the asset neighbourhood

Retirement Plan of Richard a. Mellon Separate Trust No. 2Retirement Plan of Richard a…$1MHector Ramos Fuentes Retirement PlanHector Ramos Fuentes Retirem…$1MMill End Fabrics, Inc. Money Purchase Pension PlanMill End Fabrics, Inc. Money…$1MJohn J. Lease, Jr. Money Purchase Pension PlanJohn J. Lease, Jr. Money Pur…$1MDae Sik Rho, Md Self-Employed Retirement PlanDae Sik Rho, Md Self-Employe…$1M
End-of-year total assets ($M) among Retirement Plan of Richard a. Mellon Separate Trust No. 2 and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Richard a. Mellon multi-year asset trail

Sponsor-wide plan assets over time

All Richard a. Mellon plans reported in each filing year

Latest sponsor-wide plan assets
$1M 14.34387602972153% vs 2022
2024 filing year
$1M$1.1M$1.2M$1.3M 202220232024 $1.25M $1.07M ▼ -14.4%
Year Plans Participants Total Assets
2022 1 19 $1M
2023 1 14 $1M
2024 1 11 $1M

Richard a. Mellon filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$80K
Employer EIN357284332
Plan Effective Date2021-01-01
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 Richard a. Mellon Separate Trust No. 2 vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Retirement Plan of Richard a. Mellon Separate Trust No. 2, Total assets ($M): 1.171368 · Participants: 14Retirement Plan of Richard a. Mellon Separate Trust No. 2Central 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 Richard a. Mellon Separate Trust No. 2 vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Retirement Plan of Richard a. Mellon Separate Trust No. 2 side-by-side with 3 peers →

Retirement Plan of Richard a. Mellon Separate Trust No. 2's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Hector Ramos Fuentes Retirement Plan in PR ($1M); 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 Richard a. Mellon Separate Trust No. 2 assets move in 2023? ▼
Retirement Plan of Richard a. Mellon Separate Trust No. 2 pulled back noticeably - down 6.4% during 2023, from $1M to $1M. Reported net income was -$80K.
How have Richard a. Mellon plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard a. Mellon's sponsor-wide assets declined 14.3%, from $1M to $1M.
Where does Retirement Plan of Richard a. Mellon Separate Trust No. 2 rank by assets among Form 5500 filers? ▼
Retirement Plan of Richard a. Mellon Separate Trust No. 2 ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Money Purchase plans are similar in size to Retirement Plan of Richard a. Mellon Separate Trust No. 2? ▼
Among Money Purchase plans in other states, the closest by assets is Hector Ramos Fuentes Retirement Plan in PR ($1M, 4 participants).
Which Money Purchase plans cover a similar participant headcount to Retirement Plan of Richard a. Mellon Separate Trust No. 2? ▼
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 357284332.

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.