Money Purchase · DOL Form 5500 · 2023

Constance B. Mellon 1941 Trust Money Purchase Plan

Data updated 2026-08-25

$418K
Total assets Small plan by assets: 13
Participants Small participant base: 16th
Percentile by assets National rank: $32,142
Avg per participant Low balance/head

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Official DOL plan name: Retirement Plan of Constance B. Mellon 1941 Trust · Sponsored by Constance B. Mellon 1941 Trust · Pennsylvania · Professional & Technical Services

$418K in assets, 13 participants

Constance B. Mellon 1941 Trust's Retirement Plan of Constance B. Mellon 1941 Trust reported $418K in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

#2,516 in Professional & Technical Services (20,321 peers)

Constance B. Mellon 1941 Trust multi-year trail

Constance B. Mellon 1941 Trust's plans moved -39.8% in assets from 2022 to 2024; this filing shows Retirement Plan of Constance B. Mellon 1941 Trust at $418K / 13 participants.

#2,516
in Professional & Technical Services (20,321 peers): -18.2%
assets change YoY

The plan reported a net loss of $93K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan of Constance B. Mellon 1941 Trust among the smaller filed plans by assets

Retirement Plan of Constance B. Mellon 1941 Trust vs every filed plan by assets

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

$417,851 16th percentile higher than 16% 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 Constance B. Mellon 1941 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 Constance B. Mellon 1941 Trust is a small filing (13 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Retirement Plan of Constance B. Mellon 1941 Trust reported net income rose from -$340K in the plan year 2022 filing to -$93K in the plan year 2023 filing.
Retirement Plan of Constance B. Mellon 1941 Trust reported participants fell from 17 in the plan year 2022 filing to 13 in the plan year 2023 filing.
Retirement Plan of Constance B. Mellon 1941 Trust end-of-year assets fell from $511K in the plan year 2022 filing to $418K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 256017451 · Constance B. Mellon 1941 Trust PY 2023 · Money Purchase

Retirement Plan of Constance B. Mellon 1941 Trust · $418K · 13 · 16th

SCH $418K
EBSA 13
PART 16th
TYPE Money Purchase
NET near Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian
BOOK ind #2516

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 →

End-of-year total assets ($M) among Retirement Plan of Constance B. Mellon 1941 Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Constance B. Mellon 1941 Trust multi-year asset trail

Latest sponsor-wide plan assets: $308K 39.76539141569892% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	17	$511K
2023	1	13	$418K
2024	1	10	$308K

Constance B. Mellon 1941 Trust filing trail (2023)

Total Assets (Beginning of Year)	$511K
Net Assets (End of Year)	$418K
Net Income	-$93K
Employer EIN	256017451
Plan Effective Date	1978-01-01
Filing Status	FILING RECEIVED

Nearby Money Purchase Plans in Pennsylvania

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

Retirement Plan of Constance B. Mellon 1941 Trust vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants

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

Compare Retirement Plan of Constance B. Mellon 1941 Trust side-by-side with 3 peers →

Retirement Plan of Constance B. Mellon 1941 Trust's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian in NY ($420K); by covered participants it is Teamsters Local 344 Officers, Business Agents & Employees Severance Pay Plan in WI (13 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($418K here).

Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian (NY) $420K · 2
Clinica Familiar Coto Laurel, Inc. Retirement Plan (PR) $420K · 3
Steven Novick - Money Purchase Pension Plan (NY) $427K · 4
Degenhardt & Sons, Inc. Money Purchase Pension Plan (MI) $432K · 3

Similar participant headcount

Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.

Teamsters Local 344 Officers, Business Agents & Employees Severance Pay Plan (WI) 13 · 0 off
Lugert Altus Irrigation District Retirement Plan (OK) 13 · 0 off
Ricardo Frontera Benvenutti Retirement Plan (PR) 13 · 0 off
Santa Fe Institute Money Purchase Plan (NM) 13 · 0 off

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 Constance B. Mellon 1941 Trust assets move in 2023? ▼

Retirement Plan of Constance B. Mellon 1941 Trust declined sharply - down 18.2% during 2023, from $511K to $418K. Reported net income was -$93K.

How have Constance B. Mellon 1941 Trust plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Constance B. Mellon 1941 Trust's sponsor-wide assets declined 39.8%, from $511K to $308K.

Where does Retirement Plan of Constance B. Mellon 1941 Trust rank by assets among Form 5500 filers? ▼

Retirement Plan of Constance B. Mellon 1941 Trust ranks in the 16th 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 Constance B. Mellon 1941 Trust? ▼

Among Money Purchase plans in other states, the closest by assets is Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian in NY ($420K, 2 participants).

Which Money Purchase plans cover a similar participant headcount to Retirement Plan of Constance B. Mellon 1941 Trust? ▼

Among Money Purchase plans in other states, the closest by covered participants is Teamsters Local 344 Officers, Business Agents & Employees Severance Pay Plan in WI (13 participants, $1M 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 256017451.