Money Purchase · DOL Form 5500 · 2024

Cassandra M. Milbury Money Purchase Plan

Data updated 2026-08-25

$387K
Total assets Small plan by assets
11
Participants Small participant base
16th
Percentile by assets National rank
$35,162
Avg per participant Low balance/head
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Official DOL plan name: Retirement Plan of Cassandra M. Milbury · Sponsored by Cassandra M. Milbury · Pennsylvania · Professional & Technical Services

$387K in assets, 11 participants

Cassandra M. Milbury's Retirement Plan of Cassandra M. Milbury reported $387K in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,421 in Professional & Technical Services (20,173 peers)

Cassandra M. Milbury multi-year trail

Cassandra M. Milbury's plans moved -47.9% in assets from 2022 to 2024; this filing shows Retirement Plan of Cassandra M. Milbury at $387K / 11 participants.

#2,421
in Professional & Technical Services (20,173 peers)
-22.6%
assets change YoY

The plan reported a net loss of $113K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan of Cassandra M. Milbury among the smaller filed plans by assets

Retirement Plan of Cassandra M. Milbury vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$386,777 16th percentile higher than 16% of 123,620 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 2024

Retirement Plan of Cassandra M. Milbury among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan of Cassandra M. Milbury is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Plan of Cassandra M. Milbury reported net income rose from -$243K in the plan year 2023 filing to -$113K in the plan year 2024 filing.
  • Retirement Plan of Cassandra M. Milbury end-of-year assets fell from $500K in the plan year 2023 filing to $387K in the plan year 2024 filing.
  • Retirement Plan of Cassandra M. Milbury reported participants fell from 14 in the plan year 2023 filing to 11 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 251214026 · Cassandra M. Milbury PY 2024 · Money Purchase

Retirement Plan of Cassandra M. Milbury · $387K · 11 · 16th

  • NET $387K
  • NET 11
  • NET 16th
  • NET Money Purchase
  • NET near Edgar Solis Sanchez Retirement Plan
  • NET ind #2421

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 Cassandra M. Milbury in the asset neighbourhood

Dr Paul C Kaiser Employees Profit Sharing Plan & TDr Paul C Kaiser Employees P…$395KRetirement Plan of Cassandra M. MilburyRetirement Plan of Cassandra…$387KEdgar Solis Sanchez Retirement PlanEdgar Solis Sanchez Retireme…$386KDetroit Typographical Union #18 and the Detroit Newspaper Agency Pension Plan and TrustDetroit Typographical Union …$389KOficina Medica Dr. Polanco, Csp Retirement PlanOficina Medica Dr. Polanco, …$395K
End-of-year total assets ($M) among Retirement Plan of Cassandra M. Milbury and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Cassandra M. Milbury multi-year asset trail

Sponsor-wide plan assets over time

All Cassandra M. Milbury plans reported in each filing year

Latest sponsor-wide plan assets
$387K 47.92684552282914% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M 202220232024 $0.74M $0.39M ▼ -47.3%
Year Plans Participants Total Assets
2022 1 19 $743K
2023 1 14 $500K
2024 1 11 $387K

Cassandra M. Milbury filing trail (2024)

Total Assets (Beginning of Year)$500K
Net Assets (End of Year)$387K
Net Income-$113K
Employer EIN251214026
Plan Effective Date1969-07-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Pennsylvania

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

Retirement Plan of Cassandra M. Milbury vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Retirement Plan of Cassandra M. Milbury, Total assets ($M): 0.386777 · Participants: 11Retirement Plan of Cassandra M. MilburyCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 805.686551 · Participants: 3427Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 338.044788 · Participants: 484Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 193.343343 · Participants: 657IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 181.070322 · Participants: 1500Milton Hershey School Money Purchase Pension PlanRetirement Plan for Faculty, Administrative and Professional Employees of University of Scranton, Total assets ($M): 153.792471 · Participants: 602Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton
Retirement Plan of Cassandra M. Milbury vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Retirement Plan of Cassandra M. Milbury side-by-side with 3 peers →

Retirement Plan of Cassandra M. Milbury's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Edgar Solis Sanchez Retirement Plan in PR ($386K); by covered participants it is Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan in VA (11 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Retirement Plan of Cassandra M. Milbury assets move in 2024? ▼
Retirement Plan of Cassandra M. Milbury declined sharply - down 22.6% during 2024, from $500K to $387K. Reported net income was -$113K.
How have Cassandra M. Milbury plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cassandra M. Milbury's sponsor-wide assets declined 47.9%, from $743K to $387K.
Where does Retirement Plan of Cassandra M. Milbury rank by assets among Form 5500 filers? ▼
Retirement Plan of Cassandra M. Milbury ranks in the 16th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Retirement Plan of Cassandra M. Milbury? ▼
Among Money Purchase plans in other states, the closest by assets is Edgar Solis Sanchez Retirement Plan in PR ($386K, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Retirement Plan of Cassandra M. Milbury? ▼
Among Money Purchase plans in other states, the closest by covered participants is Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan in VA (11 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 251214026.

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.