Money Purchase · DOL Form 5500 · 2023
Armour N Mellon Separate Trust No. 1 Money Purchase Plan
Data updated 2026-08-25
- $139K
- Total assets Small plan by assets
- 15
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $9,253
- Avg per participant Low balance/head
Official DOL plan name: Retirement Plan of Armour N. Mellon Separate Trust No. 1 · Sponsored by Armour N Mellon Separate Trust No. 1 · Pennsylvania · Professional & Technical Services
$139K in assets, 15 participants
Armour N Mellon Separate Trust No. 1's Retirement Plan of Armour N. Mellon Separate Trust No. 1 reported $139K in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.
- #1,368 in Professional & Technical Services (20,321 peers)
Armour N Mellon Separate Trust No. 1 multi-year trail
Armour N Mellon Separate Trust No. 1's plans moved +72.6% in assets from 2022 to 2024; this filing shows Retirement Plan of Armour N. Mellon Separate Trust No. 1 at $139K / 15 participants.
- #1,368
- in Professional & Technical Services (20,321 peers)
- +36.6%
- assets growth YoY
Retirement Plan of Armour N. Mellon Separate Trust No. 1 among the smaller filed plans by assets
Retirement Plan of Armour N. Mellon Separate Trust No. 1 vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$138,800 8th percentile higher than 8% 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 Armour N. Mellon 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 Armour N. Mellon Separate Trust No. 1 is a small filing (15 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Plan of Armour N. Mellon Separate Trust No. 1 end-of-year assets rose from $102K in the plan year 2022 filing to $139K in the plan year 2023 filing.
- Retirement Plan of Armour N. Mellon Separate Trust No. 1 reported participants fell from 20 in the plan year 2022 filing to 15 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 357284331 · Armour N Mellon Separate Trust No. 1 PY 2023 · Money Purchase
Retirement Plan of Armour N. Mellon Separate Trust No. 1 · $139K · 15 · 8th
- PART $139K
- TYPE 15
- NET 8th
- BOOK Money Purchase
- VS-ST near Robert E Black Money Purchase Plan
- BOY ind #1368
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 Armour N. Mellon Separate Trust No. 1 in the asset neighbourhood
Armour N Mellon Separate Trust No. 1 multi-year asset trail
Sponsor-wide plan assets over time
All Armour N Mellon Separate Trust No. 1 plans reported in each filing year
- Latest sponsor-wide plan assets
- $175K 72.613070273889% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 20 | $102K |
| 2023 | 1 | 15 | $139K |
| 2024 | 1 | 12 | $175K |
Armour N Mellon Separate Trust No. 1 filing trail (2023)
| Total Assets (Beginning of Year) | $102K |
|---|---|
| Net Assets (End of Year) | $139K |
| Net Income | $37K |
| Employer EIN | 357284331 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Pennsylvania
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- 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
Retirement Plan of Armour N. Mellon Separate Trust No. 1's out-of-state Money Purchase peers by assets and headcount
Outside Pennsylvania, the nearest Money Purchase by assets is Robert E Black Money Purchase Plan in KS ($137K); 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 ($139K here).
- Robert E Black Money Purchase Plan (KS) $137K · 4
- Imanaith Retirement Plan (PR) $137K · 3
- David E. Rodriguez Matos Retirement Plan (PR) $141K · 1
- Centro De Medicina De Familia De Las Piedras, Psc. (PR) $136K · 11
Similar participant headcount
Nearest other-state filings by covered participants (15 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.