Money Purchase · DOL Form 5500 · 2023

Constance Prosser Burrell Money Purchase Plan

Data updated 2026-08-25

$620K
Total assets Small plan by assets
14
Participants Small participant base
20th
Percentile by assets National rank
$44,309
Avg per participant Low balance/head
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Official DOL plan name: Retirement Plan of Constance Prosser Burrell Descendents Trust · Sponsored by Constance Prosser Burrell · Pennsylvania · Professional & Technical Services

$620K in assets, 14 participants

Constance Prosser Burrell's Retirement Plan of Constance Prosser Burrell Descendents Trust reported $620K in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,985 in Professional & Technical Services (20,321 peers)

Constance Prosser Burrell multi-year trail

Constance Prosser Burrell's plans moved -45.3% in assets from 2022 to 2024; this filing shows Retirement Plan of Constance Prosser Burrell Descendents Trust at $620K / 14 participants.

#2,985
in Professional & Technical Services (20,321 peers)
+4.0%
assets growth YoY

Retirement Plan of Constance Prosser Burrell Descendents Trust among the smaller filed plans by assets

Retirement Plan of Constance Prosser Burrell Descendents Trust vs every filed plan by assets

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

$620,332 20th percentile higher than 20% 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 Constance Prosser Burrell Descendents 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 Prosser Burrell Descendents Trust 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 Constance Prosser Burrell Descendents Trust reported net income rose from -$502K in the plan year 2022 filing to $24K in the plan year 2023 filing.
  • Retirement Plan of Constance Prosser Burrell Descendents Trust reported participants fell from 18 in the plan year 2022 filing to 14 in the plan year 2023 filing.
  • Retirement Plan of Constance Prosser Burrell Descendents Trust end-of-year assets rose from $596K in the plan year 2022 filing to $620K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 256223871 · Constance Prosser Burrell PY 2023 · Money Purchase

Retirement Plan of Constance Prosser Burrell Descendents Trust · $620K · 14 · 20th

  • TYPE $620K
  • NET 14
  • BOOK 20th
  • VS-ST Money Purchase
  • BOY near American Alarm Corporation 4015
  • SCH ind #2985

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 Constance Prosser Burrell Descendents Trust in the asset neighbourhood

Software Plus Money Purchase$628KHouston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & TrustHouston Co. Water Control & …$629KRetirement Plan of Constance Prosser Burrell Descendents TrustRetirement Plan of Constance…$620KAmerican Alarm Corporation 4015American Alarm Corporation 4…$622KSteinhardt Management Company, Inc. Money Purchase PlanSteinhardt Management Compan…$617K
End-of-year total assets ($M) among Retirement Plan of Constance Prosser Burrell Descendents Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Constance Prosser Burrell multi-year asset trail

Sponsor-wide plan assets over time

All Constance Prosser Burrell plans reported in each filing year

Latest sponsor-wide plan assets
$326K 45.2844296319146% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.6M $0.33M ▼ -45.0%
Year Plans Participants Total Assets
2022 1 18 $596K
2023 1 14 $620K
2024 1 11 $326K

Constance Prosser Burrell filing trail (2023)

Total Assets (Beginning of Year)$596K
Net Assets (End of Year)$620K
Net Income$24K
Employer EIN256223871
Plan Effective Date1994-07-01
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 Constance Prosser Burrell Descendents Trust vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Retirement Plan of Constance Prosser Burrell Descendents Trust, Total assets ($M): 0.620332 · Participants: 14Retirement Plan of Constance Prosser Burrell Descendents 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 Constance Prosser Burrell Descendents Trust vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Retirement Plan of Constance Prosser Burrell Descendents Trust side-by-side with 3 peers →

Retirement Plan of Constance Prosser Burrell Descendents Trust's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is American Alarm Corporation 4015 in GA ($622K); 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 Constance Prosser Burrell Descendents Trust assets move in 2023? ▼
Retirement Plan of Constance Prosser Burrell Descendents Trust edged up modestly - up 4.0% during 2023, from $596K to $620K. Reported net income was $24K.
How have Constance Prosser Burrell plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Constance Prosser Burrell's sponsor-wide assets declined 45.3%, from $596K to $326K.
Where does Retirement Plan of Constance Prosser Burrell Descendents Trust rank by assets among Form 5500 filers? ▼
Retirement Plan of Constance Prosser Burrell Descendents Trust ranks in the 20th 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 Prosser Burrell Descendents Trust? ▼
Among Money Purchase plans in other states, the closest by assets is American Alarm Corporation 4015 in GA ($622K, 4 participants).
Which Money Purchase plans cover a similar participant headcount to Retirement Plan of Constance Prosser Burrell Descendents Trust? ▼
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 256223871.

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.