Money Purchase · DOL Form 5500 · 2023

Western Pennsylvania Conservancy Money Purchase Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
169
Participants Small participant base
72nd
Percentile by assets National rank
$112,334
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#6,630
in Other Services (7,857 peers)
+16.1%
assets growth YoY

Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust's outsized position by total assets

Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust vs every filed plan by assets

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

$18,984,397 Top 28% higher than 72% 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

Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust sits mid-pack in the medium band (169 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

DOL schedule card

Filing strip 251053485 · Western Pennsylvania Conservancy PY 2023 · Money Purchase

Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust · $19M · 169 · 72nd

  • 5500 $19M
  • ASSETS 169
  • PCT 72nd
  • EIN Money Purchase
  • RANK near Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust
  • PHOTO ind #6630

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 →

Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust in the asset neighbourhood

Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, I…$19MWestern Pennsylvania Conservancy Money Purchase Pension Plan and TrustWestern Pennsylvania Conserv…$19MCouncil on Aging of Southwestern Ohio, Inc. Retirement PlanCouncil on Aging of Southwes…$19MThe Community School, Inc. 401(a) DC PlanThe Community School, Inc. 4…$19MLocal 1102 401(k) Retirement PlanLocal 1102 401(k) Retirement…$19M
End-of-year total assets ($M) among Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN251053485
Plan Effective Date1973-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western Pennsylvania Conservancy)

Sponsor-wide plan assets over time

All Western Pennsylvania Conservancy plans reported in each filing year

Latest sponsor-wide plan assets
$46M 28.6610761818493% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $36.1M $46.5M ▲ +28.7%
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 Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust, Total assets ($M): 18.984397 · Participants: 169Western Pennsylvania Conservancy Money Purchase Pension Plan and 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
Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust side-by-side with 3 peers →

Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust in MT ($19M); by covered participants it is Teamsters Managed Annuity Trust Fund in CA (169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (169 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 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).
Which Money Purchase plans cover a similar participant headcount to Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Teamsters Managed Annuity Trust Fund in CA (169 participants, $6M 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 251053485.

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.