Money Purchase · DOL Form 5500 · 2024

Richard a. Mellon Separate Trust No. 1 Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
12
Participants Small participant base
30th
Percentile by assets National rank
$172,793
Avg per participant Above avg balance/head
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Official DOL plan name: Retirement Plan of Richard a. Mellon Separate Trust No. 1 · Sponsored by Richard a. Mellon Separate Trust No. 1 · Pennsylvania · Professional & Technical Services

$2M in assets, 12 participants

Richard a. Mellon Separate Trust No. 1's Retirement Plan of Richard a. Mellon Separate Trust No. 1 reported $2M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,155 in Professional & Technical Services (20,173 peers)

Richard a. Mellon Separate Trust No. 1 multi-year trail

Richard a. Mellon Separate Trust No. 1's plans moved -21.7% in assets from 2022 to 2024; this filing shows Retirement Plan of Richard a. Mellon Separate Trust No. 1 at $2M / 12 participants.

#5,155
in Professional & Technical Services (20,173 peers)
-9.7%
assets change YoY

The plan reported a net loss of $222K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan of Richard a. Mellon Separate Trust No. 1 among the smaller filed plans by assets

Retirement Plan of Richard a. Mellon Separate Trust No. 1 vs every filed plan by assets

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

$2,073,517 30th percentile higher than 30% 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 Richard a. Mellon Separate Trust No. 1 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 Richard a. Mellon Separate Trust No. 1 is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Plan of Richard a. Mellon Separate Trust No. 1 reported net income rose from -$355K in the plan year 2023 filing to -$222K in the plan year 2024 filing.
  • Retirement Plan of Richard a. Mellon Separate Trust No. 1 reported participants fell from 15 in the plan year 2023 filing to 12 in the plan year 2024 filing.
  • Retirement Plan of Richard a. Mellon Separate Trust No. 1 end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 357284334 · Richard a. Mellon Separate Trust No. 1 PY 2024 · Money Purchase

Retirement Plan of Richard a. Mellon Separate Trust No. 1 · $2M · 12 · 30th

  • SCH $2M
  • EBSA 12
  • PART 30th
  • TYPE Money Purchase
  • NET near Charm-Tex, Inc. Money Purchase Plan
  • BOOK ind #5155

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 Richard a. Mellon Separate Trust No. 1 in the asset neighbourhood

City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension PlanCity of Haleyville Water Wor…$2MRetirement Plan of Richard a. Mellon Separate Trust No. 1Retirement Plan of Richard a…$2MCharm-Tex, Inc. Money Purchase PlanCharm-Tex, Inc. Money Purcha…$2MHamilton & Co. Profit Sharing Plan & TrustHamilton & Co. Profit Sharin…$2MJames a. Sweet, Cpa Keogh PlanJames a. Sweet, Cpa Keogh Pl…$2M
End-of-year total assets ($M) among Retirement Plan of Richard a. Mellon Separate Trust No. 1 and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Richard a. Mellon Separate Trust No. 1 multi-year asset trail

Sponsor-wide plan assets over time

All Richard a. Mellon Separate Trust No. 1 plans reported in each filing year

Latest sponsor-wide plan assets
$2M 21.74843545327229% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.65M $2.07M ▼ -21.9%
Year Plans Participants Total Assets
2022 1 20 $3M
2023 1 15 $2M
2024 1 12 $2M

Richard a. Mellon Separate Trust No. 1 filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$222K
Employer EIN357284334
Plan Effective Date2021-01-01
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 Richard a. Mellon Separate Trust No. 1 vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Retirement Plan of Richard a. Mellon Separate Trust No. 1, Total assets ($M): 2.073517 · Participants: 12Retirement Plan of Richard a. Mellon Separate Trust No. 1Central 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 Richard a. Mellon Separate Trust No. 1 vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Retirement Plan of Richard a. Mellon Separate Trust No. 1 side-by-side with 3 peers →

Retirement Plan of Richard a. Mellon Separate Trust No. 1's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Charm-Tex, Inc. Money Purchase Plan in NY ($2M); by covered participants it is Sam Berman and Sons Retirement Trust in IA (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.

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 Richard a. Mellon Separate Trust No. 1 assets move in 2024? ▼
Retirement Plan of Richard a. Mellon Separate Trust No. 1 pulled back noticeably - down 9.7% during 2024, from $2M to $2M. Reported net income was -$222K.
How have Richard a. Mellon Separate Trust No. 1 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard a. Mellon Separate Trust No. 1's sponsor-wide assets declined 21.7%, from $3M to $2M.
Which Money Purchase plans are similar in size to Retirement Plan of Richard a. Mellon Separate Trust No. 1? ▼
Among Money Purchase plans in other states, the closest by assets is Charm-Tex, Inc. Money Purchase Plan in NY ($2M, 9 participants).
Which Money Purchase plans cover a similar participant headcount to Retirement Plan of Richard a. Mellon Separate Trust No. 1? ▼
Among Money Purchase plans in other states, the closest by covered participants is Sam Berman and Sons Retirement Trust in IA (12 participants, $3M 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 357284334.

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.