Money Purchase · DOL Form 5500 · 2023

Constance B. Mellon 1965 Trust Money Purchase Plan

Data updated 2026-08-25

$234K
Total assets Small plan by assets: 7
Participants Small participant base: 12th
Percentile by assets National rank: $33,383
Avg per participant Low balance/head

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Official DOL plan name: Retirement Plan of Constance B. Mellon 1965 Trust · Sponsored by Constance B. Mellon 1965 Trust · Pennsylvania · Professional & Technical Services

$234K in assets, 7 participants

Constance B. Mellon 1965 Trust's Retirement Plan of Constance B. Mellon 1965 Trust reported $234K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

#1,855 in Professional & Technical Services (20,321 peers)

Constance B. Mellon 1965 Trust multi-year trail

Constance B. Mellon 1965 Trust's plans moved -55.4% in assets from 2022 to 2024; this filing shows Retirement Plan of Constance B. Mellon 1965 Trust at $234K / 7 participants.

#1,855
in Professional & Technical Services (20,321 peers): -18.3%
assets change YoY

The plan reported a net loss of $52K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan of Constance B. Mellon 1965 Trust among the smaller filed plans by assets

Retirement Plan of Constance B. Mellon 1965 Trust vs every filed plan by assets

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

$233,681 12th percentile higher than 12% 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 Constance B. Mellon 1965 Trust among micro 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 B. Mellon 1965 Trust is a micro filing (7 participants), the leftmost band.

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 Constance B. Mellon 1965 Trust reported net income rose from -$204K in the plan year 2022 filing to -$52K in the plan year 2023 filing.
Retirement Plan of Constance B. Mellon 1965 Trust reported participants fell from 11 in the plan year 2022 filing to 7 in the plan year 2023 filing.
Retirement Plan of Constance B. Mellon 1965 Trust end-of-year assets fell from $286K in the plan year 2022 filing to $234K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 256072937 · Constance B. Mellon 1965 Trust PY 2023 · Money Purchase

Retirement Plan of Constance B. Mellon 1965 Trust · $234K · 7 · 12th

NET $234K
BOOK 7
VS-ST 12th
BOY Money Purchase
SCH near Efren R. Badia Cabrera Retirement Plan
EBSA ind #1855

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 Constance B. Mellon 1965 Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Constance B. Mellon 1965 Trust multi-year asset trail

Latest sponsor-wide plan assets: $128K 55.375601224311325% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	11	$286K
2023	1	7	$234K
2024	1	6	$128K

Constance B. Mellon 1965 Trust filing trail (2023)

Total Assets (Beginning of Year)	$286K
Net Assets (End of Year)	$234K
Net Income	-$52K
Employer EIN	256072937
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 Constance B. Mellon 1965 Trust 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 Constance B. Mellon 1965 Trust side-by-side with 3 peers →

Retirement Plan of Constance B. Mellon 1965 Trust's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Efren R. Badia Cabrera Retirement Plan in PR ($234K); by covered participants it is Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust in TX (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($234K here).

Efren R. Badia Cabrera Retirement Plan (PR) $234K · 4
Ratliff Cpa Retirement Plan (SC) $234K · 3
W. Clark Washington, P.C., Money Purchase Pension Plan (TN) $237K · 1
North Star Asset Management Money Purchase Pension Plan (MA) $230K · 2

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust (TX) 7 · 0 off
South Mesa Water Company Amended and Restated Money Purchase Plan (CA) 7 · 0 off
Edwin Valentin Malave, Md Retirement Plan (PR) 7 · 0 off
Gilberto Baez Rios, Md Retirement Plan (PR) 7 · 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 Constance B. Mellon 1965 Trust assets move in 2023? ▼

Retirement Plan of Constance B. Mellon 1965 Trust declined sharply - down 18.3% during 2023, from $286K to $234K. Reported net income was -$52K.

How have Constance B. Mellon 1965 Trust plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Constance B. Mellon 1965 Trust's sponsor-wide assets declined 55.4%, from $286K to $128K.

Where does Retirement Plan of Constance B. Mellon 1965 Trust rank by assets among Form 5500 filers? ▼

Retirement Plan of Constance B. Mellon 1965 Trust ranks in the 12th 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 B. Mellon 1965 Trust? ▼

Among Money Purchase plans in other states, the closest by assets is Efren R. Badia Cabrera Retirement Plan in PR ($234K, 4 participants).

Which Money Purchase plans cover a similar participant headcount to Retirement Plan of Constance B. Mellon 1965 Trust? ▼

Among Money Purchase plans in other states, the closest by covered participants is Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust in TX (7 participants, $629K 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 256072937.