Money Purchase · DOL Form 5500 · 2023

R. K. Mellon Family Foundation Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
11
Participants Small participant base
24th
Percentile by assets National rank
$93,052
Avg per participant Below avg balance/head
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Official DOL plan name: Retirement Plan of R.K. Mellon Family Foundation · Sponsored by R. K. Mellon Family Foundation · Pennsylvania · Other Services

$1M in assets, 11 participants

R. K. Mellon Family Foundation's Retirement Plan of R.K. Mellon Family Foundation reported $1M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,800 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Retirement Plan of R.K. Mellon Family Foundation ranks #3,800 of 7,857 2023 filers by assets (1961% of the sector average)-$1M for 11 participants.

#3,800
in Other Services (7,857 peers)
+14.7%
assets growth YoY

Retirement Plan of R.K. Mellon Family Foundation among the smaller filed plans by assets

Retirement Plan of R.K. Mellon Family Foundation vs every filed plan by assets

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

$1,023,571 24th percentile higher than 24% 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 R.K. Mellon Family 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 R.K. Mellon Family Foundation is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan of R.K. Mellon Family Foundation reported net income rose from -$132K in the plan year 2022 filing to $131K in the plan year 2023 filing.
  • Retirement Plan of R.K. Mellon Family Foundation reported participants fell from 15 in the plan year 2022 filing to 11 in the plan year 2023 filing.
  • Retirement Plan of R.K. Mellon Family Foundation end-of-year assets rose from $892K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 251356145 · R. K. Mellon Family Foundation PY 2023 · Money Purchase

Retirement Plan of R.K. Mellon Family Foundation · $1M · 11 · 24th

  • EBSA $1M
  • PART 11
  • TYPE 24th
  • NET Money Purchase
  • BOOK near Communities of Abilene Federal Credit Union Mp Plan
  • VS-ST ind #3800

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 R.K. Mellon Family Foundation in the asset neighbourhood

Communities of Abilene Federal Credit Union Mp PlanCommunities of Abilene Feder…$1MPartners National Health Plans of Nc, Inc. Target Benefit Pension PlanPartners National Health Pla…$1MRetirement Plan of R.K. Mellon Family FoundationRetirement Plan of R.K. Mell…$1MMiller Wagner & Company PLLC Money Purchase Pension PlanMiller Wagner & Company PLLC…$1MJ. Fred Hambright, Inc. Pension PlanJ. Fred Hambright, Inc. Pens…$1M
End-of-year total assets ($M) among Retirement Plan of R.K. Mellon Family Foundation and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$892K
Net Assets (End of Year)$1M
Net Income$131K
Employer EIN251356145
Plan Effective Date1980-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (R. K. Mellon Family Foundation)

Sponsor-wide plan assets over time

All R. K. Mellon Family Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$812K 8.970619054076316% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.89M $0.81M ▼ -9.0%
Year Plans Participants Total Assets
2022 1 15 $892K
2023 1 11 $1M
2024 1 10 $812K

Nearby Money Purchase Plans in Pennsylvania

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

Retirement Plan of R.K. Mellon Family Foundation vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Retirement Plan of R.K. Mellon Family Foundation, Total assets ($M): 1.023571 · Participants: 11Retirement Plan of R.K. Mellon Family 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 R.K. Mellon Family Foundation vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Retirement Plan of R.K. Mellon Family Foundation side-by-side with 3 peers →

Retirement Plan of R.K. Mellon Family Foundation's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Communities of Abilene Federal Credit Union Mp Plan in TX ($1M); by covered participants it is Rush Appliances, Inc. Profit Sharing Plan in IL (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 R.K. Mellon Family Foundation assets move in 2023? ▼
Retirement Plan of R.K. Mellon Family Foundation grew at a solid clip - up 14.7% during 2023, from $892K to $1M. Reported net income was $131K.
How have R. K. Mellon Family Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R. K. Mellon Family Foundation's sponsor-wide assets declined 9.0%, from $892K to $812K.
Where does Retirement Plan of R.K. Mellon Family Foundation rank by assets among Form 5500 filers? ▼
Retirement Plan of R.K. Mellon Family Foundation ranks in the 24th 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 R.K. Mellon Family Foundation? ▼
Among Money Purchase plans in other states, the closest by assets is Communities of Abilene Federal Credit Union Mp Plan in TX ($1M, 28 participants).
Which Money Purchase plans cover a similar participant headcount to Retirement Plan of R.K. Mellon Family Foundation? ▼
Among Money Purchase plans in other states, the closest by covered participants is Rush Appliances, Inc. Profit Sharing Plan in IL (11 participants, $527K 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 251356145.

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.