Money Purchase · DOL Form 5500 · 2023

Western Pennsylvania Conservancy Money Purchase Plan

Data updated 2026-08-11

$19M
Total assets: 169
Participants: 72nd
Percentile by assets: $112,334
Avg per participant

Official DOL plan name: Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust · Sponsored by Western Pennsylvania Conservancy · Pennsylvania · Other Services

$19M in assets, 169 participants

Western Pennsylvania Conservancy's Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust reported $19M in total assets and 169 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

72nd percentile by assets (of 127,072 plans)
#6,630 in Other Services (7,857 peers)

Coverage in Pennsylvania

Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust covers 169 participants in Pennsylvania, about 21% of the average Pennsylvania filer (state average ~822 per filing). Assets: $19M.

$19M
total plan assets (2023 EOY): 169
covered participants: 72nd
percentile by assets (of 127,072 plans): $112,334
avg assets per participant

Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust reported participants fell from 177 in the plan year 2022 filing to 169 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Pennsylvania

Industry

Other Services

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust reports 169 participants - about 21% of that state average ($19M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)	$16M
Net Assets (End of Year)	$19M
Net Income	$3M
Employer EIN	251053485
Plan Effective Date	1973-02-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Western Pennsylvania Conservancy)

Total plan assets by year, all Western Pennsylvania Conservancy plans on file

Year	Plans	Participants	Total Assets
2022	2	362	$36M
2023	2	342	$42M
2024	2	373	$46M

Nearby Money Purchase Plans in Pennsylvania

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

Western Pennsylvania Conservancy Money Purchase Pension Plan and 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 Western Pennsylvania Conservancy Money P… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust by total assets, not by location.

Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust (MT) $19M · 227
Council on Aging of Southwestern Ohio, Inc. Retirement Plan (OH) $19M · 297
The Community School, Inc. 401(a) DC Plan (NJ) $19M · 111
Local 1102 401(k) Retirement Plan (NY) $19M · 1,585

Frequently Asked Questions

How did Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust assets move in 2023? ▼

Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust grew sharply - up 16.1% during 2023, from $16M to $19M. Reported net income was $3M.

How have Western Pennsylvania Conservancy plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Western Pennsylvania Conservancy's sponsor-wide assets grew 28.7%, from $36M to $46M.

Which Money Purchase plans are similar in size to Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust? ▼

Among Money Purchase plans in other states, the closest by assets is Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust in MT ($19M, 227 participants).

Next read for Western Pennsylvania Conservancy Money P…

Filing takeaways

Ways to act on Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust's numbers.

By total assets, Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in Pennsylvania. Compare plans
Western Pennsylvania Conservancy's sponsor-wide assets have grown 28.7% since 2022 across 3 plan years on file. More Other Services plans

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 251053485.