Money Purchase · DOL Form 5500 · 2024

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

Data updated 2026-08-11

$2M
Total assets: 12
Participants: 30th
Percentile by assets: $172,793
Avg per participant

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.

30th percentile by assets (of 123,622 plans)
#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.

$2M
total plan assets (2024 EOY): 12
covered participants: 30th
percentile by assets (of 123,622 plans): $172,793
avg assets per participant

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 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 →

State

Pennsylvania

Industry

Professional & Technical Services

Richard a. Mellon Separate Trust No. 1 across 3 plan years on file

Across the 3 plan years Richard a. Mellon Separate Trust No. 1 has on file (2022-2024), sponsor-wide plan assets have moved from $3M to $2M, a decline of 21.7%, while reported participants moved from 20 to 12 (-40.0%). Peak year by sponsor assets: 2022 ($3M); trough: 2024 ($2M).

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

Total plan assets by year, all Richard a. Mellon Separate Trust No. 1 plans on file

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 EIN	357284334
Plan Effective Date	2021-01-01
Filing Status	FILING 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

Central Pennsylvania Teamsters Retirement Income Plan 1987 $806M · 3,427
Duane Morris Retirement Plan $338M · 484
IBEW Local Union 375 Electricians' Retirement Plan $193M · 657
Milton Hershey School Money Purchase Pension Plan $181M · 1,500
Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton $154M · 602

Compare Retirement Plan of Richard a. Mellon Sep… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Retirement Plan of Richard a. Mellon Separate Trust No. 1 by total assets, not by location.

Charm-Tex, Inc. Money Purchase Plan (NY) $2M · 9
City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan (AL) $2M · 14
Hamilton & Co. Profit Sharing Plan & Trust (MT) $2M · 7
James a. Sweet, Cpa Keogh Plan (WI) $2M · 1

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).

Next read for Retirement Plan of Richard a. Mellon Sep…

Multi-year trail

Ways to act on Retirement Plan of Richard a. Mellon Separate Trust No. 1's numbers.

By total assets, Retirement Plan of Richard a. Mellon Separate Trust No. 1 ranks in the lower half of filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in Pennsylvania. Compare plans
Richard a. Mellon Separate Trust No. 1's sponsor-wide assets have declined 21.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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.