Money Purchase · DOL Form 5500 · 2023

Richard a. Mellon Separate Trust No. 1 Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
15
Participants Small participant base
32nd
Percentile by assets National rank
$153,011
Avg per participant Above avg balance/head
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Official DOL plan name: Retirement Plan of Richard a. Mellon Separate Trust No. 1 · Sponsored by Richard a. Mellon Separate Trust No. 1 · Pennsylvania · Professional & Technical Services

$2M in assets, 15 participants

Richard a. Mellon Separate Trust No. 1's Retirement Plan of Richard a. Mellon Separate Trust No. 1 reported $2M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,747 in Professional & Technical Services (20,321 peers)

Richard a. Mellon Separate Trust No. 1 multi-year trail

Richard a. Mellon Separate Trust No. 1's plans moved -21.7% in assets from 2022 to 2024; this filing shows Retirement Plan of Richard a. Mellon Separate Trust No. 1 at $2M / 15 participants.

#5,747
in Professional & Technical Services (20,321 peers)
-13.4%
assets change YoY

The plan reported a net loss of $355K 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. 1 among the smaller filed plans by assets

Retirement Plan of Richard a. Mellon Separate Trust No. 1 vs every filed plan by assets

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

$2,295,168 32nd percentile higher than 32% 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. 1 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. 1 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 Richard a. Mellon Separate Trust No. 1 reported net income rose from -$2M in the plan year 2022 filing to -$355K in the plan year 2023 filing.
  • Retirement Plan of Richard a. Mellon Separate Trust No. 1 reported participants fell from 20 in the plan year 2022 filing to 15 in the plan year 2023 filing.
  • Retirement Plan of Richard a. Mellon Separate Trust No. 1 end-of-year assets fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 357284334 · Richard a. Mellon Separate Trust No. 1 PY 2023 · Money Purchase

Retirement Plan of Richard a. Mellon Separate Trust No. 1 · $2M · 15 · 32nd

  • ASSETS $2M
  • PCT 15
  • EIN 32nd
  • RANK Money Purchase
  • PHOTO near The Contractors Retirement Plan
  • IND ind #5747

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. 1 in the asset neighbourhood

Richard B. Evans, M.D. Money Purchase & Keogh PlanRichard B. Evans, M.D. Money…$2MRetirement Plan of Richard a. Mellon Separate Trust No. 1Retirement Plan of Richard a…$2MThe Contractors Retirement PlanThe Contractors Retirement P…$2MArgus Community, Inc. Pension PlanArgus Community, Inc. Pensio…$2MThe Contractors Retirement PlanThe Contractors Retirement P…$2M
End-of-year total assets ($M) among Retirement Plan of Richard a. Mellon Separate Trust No. 1 and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Richard a. Mellon Separate Trust No. 1 multi-year asset trail

Sponsor-wide plan assets over time

All Richard a. Mellon Separate Trust No. 1 plans reported in each filing year

Latest sponsor-wide plan assets
$2M 21.74843545327229% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.65M $2.07M ▼ -21.9%
Year Plans Participants Total Assets
2022 1 20 $3M
2023 1 15 $2M
2024 1 12 $2M

Richard a. Mellon Separate Trust No. 1 filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$355K
Employer EIN357284334
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. 1 vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Retirement Plan of Richard a. Mellon Separate Trust No. 1, Total assets ($M): 2.295168 · Participants: 15Retirement Plan of Richard a. Mellon Separate Trust No. 1Central 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. 1 vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Retirement Plan of Richard a. Mellon Separate Trust No. 1 side-by-side with 3 peers →

Retirement Plan of Richard a. Mellon Separate Trust No. 1's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is The Contractors Retirement Plan in TX ($2M); 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 ($2M 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.

Frequently Asked Questions

How did Retirement Plan of Richard a. Mellon Separate Trust No. 1 assets move in 2023? ▼
Retirement Plan of Richard a. Mellon Separate Trust No. 1 pulled back noticeably - down 13.4% during 2023, from $3M to $2M. Reported net income was -$355K.
How have Richard a. Mellon Separate Trust No. 1 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard a. Mellon Separate Trust No. 1's sponsor-wide assets declined 21.7%, from $3M to $2M.
Which Money Purchase plans are similar in size to Retirement Plan of Richard a. Mellon Separate Trust No. 1? ▼
Among Money Purchase plans in other states, the closest by assets is The Contractors Retirement Plan in TX ($2M, 590 participants).
Which Money Purchase plans cover a similar participant headcount to Retirement Plan of Richard a. Mellon Separate Trust No. 1? ▼
Among Money Purchase plans in other states, the closest by covered participants is Optimized Process Furnaces, Inc. - Profit Sharing Plan in KS (15 participants, $4M 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 357284334.

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.