Money Purchase · DOL Form 5500 · 2023

Richard King Mellon Foundation Money Purchase Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
22
Participants Small participant base
60th
Percentile by assets National rank
$488,781
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Retirement Plan of Richard King Mellon Foundation · Sponsored by Richard King Mellon Foundation · Pennsylvania · Other Services

$11M in assets, 22 participants

Richard King Mellon Foundation's Retirement Plan of Richard King Mellon Foundation reported $11M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #6,076 in Other Services (7,857 peers)

What the 2023 filing shows

Retirement Plan of Richard King Mellon Foundation holds $11M for 22 participants - about $488,781 per participant, above the median plan by assets.

#6,076
in Other Services (7,857 peers)
+0.1%
assets growth YoY

Retirement Plan of Richard King Mellon Foundation's mid-pack asset rank among Other Services and all filers

Retirement Plan of Richard King Mellon Foundation vs every filed plan by assets

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

$10,753,192 Top 40% higher than 60% 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 King Mellon Foundation 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 King Mellon Foundation is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan of Richard King Mellon Foundation reported net income rose from -$4M in the plan year 2022 filing to $11K in the plan year 2023 filing.
  • Retirement Plan of Richard King Mellon Foundation reported participants fell from 26 in the plan year 2022 filing to 22 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 251127705 · Richard King Mellon Foundation PY 2023 · Money Purchase

Retirement Plan of Richard King Mellon Foundation · $11M · 22 · 60th

  • PCT $11M
  • PCT 22
  • PCT 60th
  • PCT Money Purchase
  • PCT near Graphic Communications Int'l Union Local 119b-43b New York Printers League Annuity Fund
  • PCT ind #6076

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 Other Services retirement plans → · Plans in Pennsylvania →

Retirement Plan of Richard King Mellon Foundation in the asset neighbourhood

Baptist Community Services 401(a) Retirement PlanBaptist Community Services 4…$11MCleveland Tile Layers Industry Pension FundCleveland Tile Layers Indust…$11MGraphic Communications Int'l Union Local 119b-43b New York Printers League Annuity FundGraphic Communications Int'l…$11MRetirement Plan of Richard King Mellon FoundationRetirement Plan of Richard K…$11MRacine Painters & Allied Trades Union Local 108 & Assoc Union Pension PlanRacine Painters & Allied Tra…$11M
End-of-year total assets ($M) among Retirement Plan of Richard King Mellon Foundation and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income$11K
Employer EIN251127705
Plan Effective Date1969-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Richard King Mellon Foundation)

Sponsor-wide plan assets over time

All Richard King Mellon Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$10M 4.410588488060481% vs 2022
2024 filing year
$10.2M$10.4M$10.6M$10.8M 202220232024 $10.7M $10.3M ▼ -4.4%
Year Plans Participants Total Assets
2022 1 26 $11M
2023 1 22 $11M
2024 1 21 $10M

Nearby Money Purchase Plans in Pennsylvania

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Retirement Plan of Richard King Mellon Foundation vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Retirement Plan of Richard King Mellon Foundation, Total assets ($M): 10.753192 · Participants: 22Retirement Plan of Richard King Mellon FoundationCentral 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 King Mellon Foundation vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Retirement Plan of Richard King Mellon Foundation side-by-side with 3 peers →

Retirement Plan of Richard King Mellon Foundation's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Graphic Communications Int'l Union Local 119b-43b New York Printers League Annuity Fund in NY ($11M); by covered participants it is Pine Bluff Cotton Belt Federal Credit Union Pension Plan & Trust in AR (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 King Mellon Foundation assets move in 2023? ▼
Retirement Plan of Richard King Mellon Foundation held essentially flat - up 0.1% during 2023, from $11M to $11M. Reported net income was $11K.
How have Richard King Mellon Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard King Mellon Foundation's sponsor-wide assets declined 4.4%, from $11M to $10M.
Which Money Purchase plans are similar in size to Retirement Plan of Richard King Mellon Foundation? ▼
Among Money Purchase plans in other states, the closest by assets is Graphic Communications Int'l Union Local 119b-43b New York Printers League Annuity Fund in NY ($11M, 140 participants).
Which Money Purchase plans cover a similar participant headcount to Retirement Plan of Richard King Mellon Foundation? ▼
Among Money Purchase plans in other states, the closest by covered participants is Pine Bluff Cotton Belt Federal Credit Union Pension Plan & Trust in AR (22 participants, $637K 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 251127705.

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.