Money Purchase · DOL Form 5500 · 2023

Cassandra M. Milbury Separate Trust Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
15
Participants Small participant base
31st
Percentile by assets National rank
$135,218
Avg per participant Near avg balance/head
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Official DOL plan name: Retirement Plan of Cassandra M. Milbury Separate Trust · Sponsored by Cassandra M. Milbury Separate Trust · Pennsylvania · Professional & Technical Services

$2M in assets, 15 participants

Cassandra M. Milbury Separate Trust's Retirement Plan of Cassandra M. Milbury Separate Trust reported $2M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,422 in Professional & Technical Services (20,321 peers)

Cassandra M. Milbury Separate Trust multi-year trail

Cassandra M. Milbury Separate Trust's plans moved -12.4% in assets from 2022 to 2024; this filing shows Retirement Plan of Cassandra M. Milbury Separate Trust at $2M / 15 participants.

#5,422
in Professional & Technical Services (20,321 peers)
-5.4%
assets change YoY

The plan reported a net loss of $116K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan of Cassandra M. Milbury Separate Trust among the smaller filed plans by assets

Retirement Plan of Cassandra M. Milbury Separate Trust vs every filed plan by assets

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

$2,028,271 31st percentile higher than 31% 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 Cassandra M. Milbury Separate 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 Cassandra M. Milbury Separate Trust 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 Cassandra M. Milbury Separate Trust reported net income rose from -$972K in the plan year 2022 filing to -$116K in the plan year 2023 filing.
  • Retirement Plan of Cassandra M. Milbury Separate Trust reported participants fell from 20 in the plan year 2022 filing to 15 in the plan year 2023 filing.
  • Retirement Plan of Cassandra M. Milbury Separate Trust end-of-year assets fell from $2M 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 256437506 · Cassandra M. Milbury Separate Trust PY 2023 · Money Purchase

Retirement Plan of Cassandra M. Milbury Separate Trust · $2M · 15 · 31st

  • EBSA $2M
  • EBSA 15
  • EBSA 31st
  • EBSA Money Purchase
  • EBSA near Robert J King Jr Defined Benefit Pension Plan
  • EBSA ind #5422

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 Cassandra M. Milbury Separate Trust in the asset neighbourhood

Retirement Plan of Cassandra M. Milbury Separate TrustRetirement Plan of Cassandra…$2MRobert J King Jr Defined Benefit Pension PlanRobert J King Jr Defined Ben…$2MWolcott Chiropractic Profit Sharing Plan 444 Wolcott Road Wolcott, Ct 06716Wolcott Chiropractic Profit …$2MMidland Pathology Associates P.C. Employee Pension Plan and TrustMidland Pathology Associates…$2MAsheville Transit Employees Money Purchase Pension PlanAsheville Transit Employees …$2M
End-of-year total assets ($M) among Retirement Plan of Cassandra M. Milbury Separate Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Cassandra M. Milbury Separate Trust multi-year asset trail

Sponsor-wide plan assets over time

All Cassandra M. Milbury Separate Trust plans reported in each filing year

Latest sponsor-wide plan assets
$2M 12.364300407203729% vs 2022
2024 filing year
$1.8M$1.9M$2M$2.1M$2.2M 202220232024 $2.14M $1.88M ▼ -12.1%
Year Plans Participants Total Assets
2022 1 20 $2M
2023 1 15 $2M
2024 1 12 $2M

Cassandra M. Milbury Separate Trust filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$116K
Employer EIN256437506
Plan Effective Date1969-07-01
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 Cassandra M. Milbury Separate Trust vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Retirement Plan of Cassandra M. Milbury Separate Trust, Total assets ($M): 2.028271 · Participants: 15Retirement Plan of Cassandra M. Milbury Separate 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 Cassandra M. Milbury Separate Trust vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Retirement Plan of Cassandra M. Milbury Separate Trust side-by-side with 3 peers →

Retirement Plan of Cassandra M. Milbury Separate Trust's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Robert J King Jr Defined Benefit Pension Plan in FL ($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.

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 Cassandra M. Milbury Separate Trust assets move in 2023? ▼
Retirement Plan of Cassandra M. Milbury Separate Trust pulled back noticeably - down 5.4% during 2023, from $2M to $2M. Reported net income was -$116K.
How have Cassandra M. Milbury Separate Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cassandra M. Milbury Separate Trust's sponsor-wide assets declined 12.4%, from $2M to $2M.
Which Money Purchase plans are similar in size to Retirement Plan of Cassandra M. Milbury Separate Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Robert J King Jr Defined Benefit Pension Plan in FL ($2M, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Retirement Plan of Cassandra M. Milbury Separate Trust? ▼
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 256437506.

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.