Money Purchase · DOL Form 5500 · 2023

Richard P. Mellon 1965 Trust Money Purchase Plan

Data updated 2026-08-25

$248K
Total assets Small plan by assets
7
Participants Small participant base
12th
Percentile by assets National rank
$35,435
Avg per participant Low balance/head
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Official DOL plan name: Retirement Plan of Richard P. Mellon 1965 Trust · Sponsored by Richard P. Mellon 1965 Trust · Pennsylvania · Professional & Technical Services

$248K in assets, 7 participants

Richard P. Mellon 1965 Trust's Retirement Plan of Richard P. Mellon 1965 Trust reported $248K 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.

  • #1,927 in Professional & Technical Services (20,321 peers)

Richard P. Mellon 1965 Trust multi-year trail

Richard P. Mellon 1965 Trust's plans moved -54.5% in assets from 2022 to 2024; this filing shows Retirement Plan of Richard P. Mellon 1965 Trust at $248K / 7 participants.

#1,927
in Professional & Technical Services (20,321 peers)
-16.7%
assets change YoY

The plan reported a net loss of $50K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan of Richard P. Mellon 1965 Trust among the smaller filed plans by assets

Retirement Plan of Richard P. Mellon 1965 Trust vs every filed plan by assets

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

$248,048 12th percentile higher than 12% 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 P. 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 Richard P. Mellon 1965 Trust is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan of Richard P. Mellon 1965 Trust reported net income rose from -$206K in the plan year 2022 filing to -$50K in the plan year 2023 filing.
  • Retirement Plan of Richard P. Mellon 1965 Trust reported participants fell from 12 in the plan year 2022 filing to 7 in the plan year 2023 filing.
  • Retirement Plan of Richard P. Mellon 1965 Trust end-of-year assets fell from $298K in the plan year 2022 filing to $248K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 256072939 · Richard P. Mellon 1965 Trust PY 2023 · Money Purchase

Retirement Plan of Richard P. Mellon 1965 Trust · $248K · 7 · 12th

  • BOOK $248K
  • VS-ST 7
  • BOY 12th
  • SCH Money Purchase
  • EBSA near Iibh Retirement Plan
  • PART ind #1927

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 P. Mellon 1965 Trust in the asset neighbourhood

Retirement Plan of Richard P. Mellon 1965 TrustRetirement Plan of Richard P…$248KIibh Retirement Plan$247KWilfredo Lopez Hernandez Retirement PlanWilfredo Lopez Hernandez Ret…$250KCi Capital Partners, LLC Money Purchase PlanCi Capital Partners, LLC Mon…$246KThe James V Trask Pension PlanThe James V Trask Pension Pl…$245K
End-of-year total assets ($M) among Retirement Plan of Richard P. Mellon 1965 Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Richard P. Mellon 1965 Trust multi-year asset trail

Sponsor-wide plan assets over time

All Richard P. Mellon 1965 Trust plans reported in each filing year

Latest sponsor-wide plan assets
$135K 54.49114271121744% vs 2022
2024 filing year
$0.1M$0.15M$0.2M$0.25M$0.3M$0.35M 202220232024 $0.3M $0.14M ▼ -53.3%
Year Plans Participants Total Assets
2022 1 12 $298K
2023 1 7 $248K
2024 1 6 $135K

Richard P. Mellon 1965 Trust filing trail (2023)

Total Assets (Beginning of Year)$298K
Net Assets (End of Year)$248K
Net Income-$50K
Employer EIN256072939
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 Richard P. Mellon 1965 Trust vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Retirement Plan of Richard P. Mellon 1965 Trust, Total assets ($M): 0.248048 · Participants: 7Retirement Plan of Richard P. Mellon 1965 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 Richard P. Mellon 1965 Trust vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Retirement Plan of Richard P. Mellon 1965 Trust side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest Money Purchase by assets is Iibh Retirement Plan in PR ($247K); 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 ($248K here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 P. Mellon 1965 Trust assets move in 2023? ▼
Retirement Plan of Richard P. Mellon 1965 Trust declined sharply - down 16.7% during 2023, from $298K to $248K. Reported net income was -$50K.
How have Richard P. Mellon 1965 Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard P. Mellon 1965 Trust's sponsor-wide assets declined 54.5%, from $298K to $135K.
Where does Retirement Plan of Richard P. Mellon 1965 Trust rank by assets among Form 5500 filers? ▼
Retirement Plan of Richard P. 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 Richard P. Mellon 1965 Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Iibh Retirement Plan in PR ($247K, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Retirement Plan of Richard P. 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 256072939.

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.