Other · DOL Form 5500 · 2023
Milton Hershey School Retirement Plan
Data updated 2026-08-25
- $192M
- Total assets Near avg plan size
- 1,234
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $155,648
- Avg per participant Above avg balance/head
Official DOL plan name: Milton Hershey School Group Supplemental Retirement Plan · Sponsored by Milton Hershey School · Pennsylvania · Educational Services
$192M in assets, 1,234 participants
Milton Hershey School's Milton Hershey School Group Supplemental Retirement Plan reported $192M in total assets and 1,234 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #3,400 in Educational Services (3,735 peers)
Where Milton Hershey School Group Supplemental Retirement Plan sits by assets
Milton Hershey School Group Supplemental Retirement Plan sits in the top 5% of all filed plans by assets, $192M for 1,234 participants (~$155,648/participant), up 13.6% in 2023.
- #3,400
- in Educational Services (3,735 peers)
- +13.6%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
Milton Hershey School Group Supplemental Retirement Plan's outsized position by total assets
Milton Hershey School Group Supplemental Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$192,069,482 Top 5% higher than 95% 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
Milton Hershey School Group Supplemental Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Milton Hershey School Group Supplemental Retirement Plan lands in the large band (1,234 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Milton Hershey School Group Supplemental Retirement Plan reported net income rose from -$25M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Milton Hershey School Group Supplemental Retirement Plan end-of-year assets rose from $169M in the plan year 2022 filing to $192M in the plan year 2023 filing.
DOL schedule card
Filing strip 231353340 · Milton Hershey School PY 2023 · Other
Milton Hershey School Group Supplemental Retirement Plan · $192M · 1,234 · 95th
- VS-ST $192M
- VS-ST 1,234
- VS-ST 95th
- VS-ST Other
- VS-ST near Alaska Native Tribal Health Consortium Retirement Savings Plan
- VS-ST ind #3400
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 Educational Services retirement plans → · Plans in Pennsylvania →
Milton Hershey School Group Supplemental Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $169M |
|---|---|
| Net Assets (End of Year) | $192M |
| Net Income | $23M |
| Employer EIN | 231353340 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Milton Hershey School)
Sponsor-wide plan assets over time
All Milton Hershey School plans reported in each filing year
- Latest sponsor-wide plan assets
- $395M 5.663889011483462% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 2,636 | $419M |
| 2023 | 3 | 2,644 | $387M |
| 2024 | 2 | 2,805 | $395M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Milton Hershey School Group Supplemental Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Alaska Native Tribal Health Consortium Retirement Savings Plan in AK ($192M); by covered participants it is Altapointe Healthcare Management 403(b) Plan in AL (1,234 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($192M here).
- Alaska Native Tribal Health Consortium Retirement Savings Plan (AK) $192M · 3,491
- Hamilton Health Care System, Inc. Rsvp Matching Dollar Plan (GA) $192M · 2,713
- Uva Community Health Retirement Plan (VA) $192M · 2,362
- Sturdy Memorial 403(b) Plan (MA) $191M · 2,087
Similar participant headcount
Nearest other-state filings by covered participants (1,234 participants); asset peers above are excluded.
- Altapointe Healthcare Management 403(b) Plan (AL) 1,234 · 0 off
- Southwestern Vermont Health Care 403(b) Retirement Savings Plan (VT) 1,235 · 1 off
- Laborers District Council Defined Contribution Retirement Plan (MD) 1,235 · 1 off
- The Auburn Community Hospital Retirement Savings Plan (NY) 1,232 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.