Money Purchase · DOL Form 5500 · 2023
Seward Prosser Mellon Money Purchase Plan
Data updated 2026-08-25
- $732K
- Total assets Small plan by assets
- 15
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $48,824
- Avg per participant Low balance/head
Official DOL plan name: Retirement Plan of Seward Prosser Mellon · Sponsored by Seward Prosser Mellon · Pennsylvania · Professional & Technical Services
$732K in assets, 15 participants
Seward Prosser Mellon's Retirement Plan of Seward Prosser Mellon reported $732K in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.
- #3,276 in Professional & Technical Services (20,321 peers)
Seward Prosser Mellon multi-year trail
Seward Prosser Mellon's plans moved -14.9% in assets from 2022 to 2024; this filing shows Retirement Plan of Seward Prosser Mellon at $732K / 15 participants.
- #3,276
- in Professional & Technical Services (20,321 peers)
- -18.6%
- assets change YoY
The plan reported a net loss of $167K 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 among the smaller filed plans by assets
Retirement Plan of Seward Prosser Mellon vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$732,357 21st percentile higher than 21% 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 Seward Prosser Mellon 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 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 reported net income rose from -$463K in the plan year 2022 filing to -$167K in the plan year 2023 filing.
- Retirement Plan of Seward Prosser Mellon 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 end-of-year assets fell from $900K in the plan year 2022 filing to $732K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 251201346 · Seward Prosser Mellon PY 2023 · Money Purchase
Retirement Plan of Seward Prosser Mellon · $732K · 15 · 21st
- PART $732K
- PART 15
- PART 21st
- PART Money Purchase
- PART near Aguadilla Eye Md Psc Retirement Plan
- PART ind #3276
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 in the asset neighbourhood
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
- $765K 14.940689146219343% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 20 | $900K |
| 2023 | 1 | 15 | $732K |
| 2024 | 1 | 12 | $765K |
Seward Prosser Mellon filing trail (2023)
| Total Assets (Beginning of Year) | $900K |
|---|---|
| Net Assets (End of Year) | $732K |
| Net Income | -$167K |
| Employer EIN | 251201346 |
| Plan Effective Date | 1969-07-01 |
| Filing Status | FILING RECEIVED |
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 Seward Prosser Mellon's out-of-state Money Purchase peers by assets and headcount
Outside Pennsylvania, the nearest Money Purchase by assets is Aguadilla Eye Md Psc Retirement Plan in PR ($734K); by covered participants it is Optimized Process Furnaces, Inc. - Profit Sharing Plan in KS (15 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($732K here).
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.