Money Purchase · DOL Form 5500 · 2023

W. Russell G. Byers, Jr. Money Purchase Plan

Data updated 2026-08-25

$948K
Total assets Small plan by assets: 15
Participants Small participant base: 23rd
Percentile by assets National rank: $63,233
Avg per participant Low balance/head

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Official DOL plan name: Retirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 1 · Sponsored by W. Russell G. Byers, Jr. · Pennsylvania · Professional & Technical Services

$948K in assets, 15 participants

W. Russell G. Byers, Jr.'s Retirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 1 reported $948K in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

#3,717 in Professional & Technical Services (20,321 peers)

W. Russell G. Byers, Jr. multi-year trail

W. Russell G. Byers, Jr.'s plans moved -13.9% in assets from 2022 to 2024; this filing shows Retirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 1 at $948K / 15 participants.

#3,717
in Professional & Technical Services (20,321 peers): -6.1%
assets change YoY

The plan reported a net loss of $61K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 1 among the smaller filed plans by assets

Retirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 1 vs every filed plan by assets

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

$948,489 23rd percentile higher than 23% 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 W. Russell G. Byers, Jr. 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 W. Russell G. Byers, Jr. Separate Trust No. 1 is a small filing (15 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 W. Russell G. Byers, Jr. Separate Trust No. 1 reported net income rose from -$558K in the plan year 2022 filing to -$61K in the plan year 2023 filing.
Retirement Plan of W. Russell G. Byers, Jr. 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 W. Russell G. Byers, Jr. Separate Trust No. 1 end-of-year assets fell from $1M in the plan year 2022 filing to $948K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 256437498 · W. Russell G. Byers, Jr. PY 2023 · Money Purchase

Retirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 1 · $948K · 15 · 23rd

PCT $948K
EIN 15
RANK 23rd
PHOTO Money Purchase
IND near Neuro Diagnostico Del Oeste, Csp Retirement Plan
EOY ind #3717

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 W. Russell G. Byers, Jr. Separate Trust No. 1 and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

W. Russell G. Byers, Jr. multi-year asset trail

Latest sponsor-wide plan assets: $870K 13.855392460209412% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	20	$1M
2023	1	15	$948K
2024	1	12	$870K

W. Russell G. Byers, Jr. filing trail (2023)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$948K
Net Income	-$61K
Employer EIN	256437498
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.

Retirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 1 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 W. Russell G. Byers, Jr. Separate Trust No. 1 side-by-side with 3 peers →

Retirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 1's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Neuro Diagnostico Del Oeste, Csp Retirement Plan in PR ($947K); 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 ($948K here).

Neuro Diagnostico Del Oeste, Csp Retirement Plan (PR) $947K · 12
Exclusive Catering Inc, Pension Plan Trust (MI) $950K · 3
Hillcrest Farm Money Purchase Pension Plan (MA) $945K · 1
Rep Services, Inc. of California Money Purchase Plan (CA) $956K · 1

Similar participant headcount

Nearest other-state filings by covered participants (15 participants); asset peers above are excluded.

Optimized Process Furnaces, Inc. - Profit Sharing Plan (KS) 15 · 0 off
Star's Edge, Inc. Money Purchase Plan (FL) 15 · 0 off
National Fisheries Institute Employees Retirement Plan (VA) 15 · 0 off
Reit Management Corp. Pension Plan (NY) 15 · 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 W. Russell G. Byers, Jr. Separate Trust No. 1 assets move in 2023? ▼

Retirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 1 pulled back noticeably - down 6.1% during 2023, from $1M to $948K. Reported net income was -$61K.

How have W. Russell G. Byers, Jr. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), W. Russell G. Byers, Jr.'s sponsor-wide assets declined 13.9%, from $1M to $870K.

Where does Retirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 1 rank by assets among Form 5500 filers? ▼

Retirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 1 ranks in the 23rd 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 W. Russell G. Byers, Jr. Separate Trust No. 1? ▼

Among Money Purchase plans in other states, the closest by assets is Neuro Diagnostico Del Oeste, Csp Retirement Plan in PR ($947K, 12 participants).

Which Money Purchase plans cover a similar participant headcount to Retirement Plan of W. Russell G. Byers, Jr. 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 256437498.