Money Purchase · DOL Form 5500 · 2023

Milton Hershey School Money Purchase Plan

Data updated 2026-08-25

$162M
Total assets Near avg plan size
1,331
Participants Near avg headcount
94th
Percentile by assets National rank
$121,406
Avg per participant Near avg balance/head
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Official DOL plan name: Milton Hershey School Money Purchase Pension Plan · Sponsored by Milton Hershey School · Pennsylvania · Educational Services

$162M in assets, 1,331 participants

Milton Hershey School's Milton Hershey School Money Purchase Pension Plan reported $162M in total assets and 1,331 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,344 in Educational Services (3,735 peers)

Where Milton Hershey School Money Purchase Pension Plan sits by assets

Milton Hershey School Money Purchase Pension Plan sits in the top 10% of all filed plans by assets, $162M for 1,331 participants (~$121,406/participant), up 15.1% in 2023.

#3,344
in Educational Services (3,735 peers)
+15.1%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Milton Hershey School Money Purchase Pension Plan's outsized position by total assets

Milton Hershey School Money Purchase Pension Plan vs every filed plan by assets

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

$161,591,269 Top 6% higher than 94% 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

Milton Hershey School Money Purchase Pension 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 Money Purchase Pension Plan lands in the large band (1,331 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Milton Hershey School Money Purchase Pension Plan reported net income rose from -$23M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Milton Hershey School Money Purchase Pension Plan end-of-year assets rose from $140M in the plan year 2022 filing to $162M in the plan year 2023 filing.
  • Milton Hershey School Money Purchase Pension Plan reported participants rose from 1,309 in the plan year 2022 filing to 1,331 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 231353340 · Milton Hershey School PY 2023 · Money Purchase

Milton Hershey School Money Purchase Pension Plan · $162M · 1,331 · 94th

  • PHOTO $162M
  • IND 1,331
  • EOY 94th
  • 5500 Money Purchase
  • ASSETS near Itpeu Pension Fund
  • PCT ind #3344

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 Money Purchase Pension Plan in the asset neighbourhood

Annuity Fund of Wardrobe Attendants Union Local 764Annuity Fund of Wardrobe Att…$165MHawaii Annuity Trust Fund for Operating EngineersHawaii Annuity Trust Fund fo…$165MSheet Metal Workers Local 91 Annuity PlanSheet Metal Workers Local 91…$164MMilton Hershey School Money Purchase Pension PlanMilton Hershey School Money …$162MItpeu Pension Fund$161M
End-of-year total assets ($M) among Milton Hershey School Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$140M
Net Assets (End of Year)$162M
Net Income$21M
Employer EIN231353340
Plan Effective Date2000-01-01
Filing StatusFILING 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
$380M$390M$400M$410M$420M$430M 202220232024 $419M $395M ▼ -5.7%
Year Plans Participants Total Assets
2022 3 2,636 $419M
2023 3 2,644 $387M
2024 2 2,805 $395M

Nearby Money Purchase Plans in Pennsylvania

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

Milton Hershey School Money Purchase Pension Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 01000200030004000 02004006008001000 Total assets ($M) Participants Milton Hershey School Money Purchase Pension Plan, Total assets ($M): 161.591269 · Participants: 1331Milton Hershey School Money Purchase Pension PlanCentral 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 ($M): 170.013061 · Participants: 658IBEW Local Union 375 Electricians' Retirement PlanRetirement Plan for Faculty, Administrative and Professional Employees of University of Scranton, Total assets ($M): 145.172051 · Participants: 632Retirement Plan for Faculty, Administrative and Professional Employees of University of ScrantonDentons Cohen & Grigsby P.C. Pension Plan, Total assets ($M): 142.684707 · Participants: 182Dentons Cohen & Grigsby P.C. Pension Plan
Milton Hershey School Money Purchase Pension Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants

Milton Hershey School Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Itpeu Pension Fund in NJ ($161M); by covered participants it is San Mateo County Electrical Construction Industry Retiremt Plan in CA (1,325 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($162M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,331 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 Milton Hershey School Money Purchase Pension Plan assets move in 2023?
Milton Hershey School Money Purchase Pension Plan grew sharply - up 15.1% during 2023, from $140M to $162M. Reported net income was $21M.
How have Milton Hershey School plan assets changed over time?
Across 3 plan years on file (2022-2024), Milton Hershey School's sponsor-wide assets declined 5.7%, from $419M to $395M.
Where does Milton Hershey School Money Purchase Pension Plan rank by assets among Form 5500 filers?
Milton Hershey School Money Purchase Pension Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Milton Hershey School Money Purchase Pension Plan?
Among Money Purchase plans in other states, the closest by assets is Itpeu Pension Fund in NJ ($161M, 15,693 participants).
Which Money Purchase plans cover a similar participant headcount to Milton Hershey School Money Purchase Pension Plan?
Among Money Purchase plans in other states, the closest by covered participants is San Mateo County Electrical Construction Industry Retiremt Plan in CA (1,325 participants, $600M in assets).