Money Purchase · DOL Form 5500 · 2024

Cassandra M. Milbury Separate Trust Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
12
Participants Small participant base
29th
Percentile by assets National rank
$156,568
Avg per participant Above avg balance/head
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Official DOL plan name: Retirement Plan of Cassandra M. Milbury Separate Trust · Sponsored by Cassandra M. Milbury Separate Trust · Pennsylvania · Professional & Technical Services

$2M in assets, 12 participants

Cassandra M. Milbury Separate Trust's Retirement Plan of Cassandra M. Milbury Separate Trust reported $2M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,920 in Professional & Technical Services (20,173 peers)

Cassandra M. Milbury Separate Trust multi-year trail

Cassandra M. Milbury Separate Trust's plans moved -12.4% in assets from 2022 to 2024; this filing shows Retirement Plan of Cassandra M. Milbury Separate Trust at $2M / 12 participants.

#4,920
in Professional & Technical Services (20,173 peers)
-7.4%
assets change YoY

The plan reported a net loss of $149K 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 Separate Trust among the smaller filed plans by assets

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

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

$1,878,813 29th percentile higher than 29% 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 Separate Trust 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 Separate Trust 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 Cassandra M. Milbury Separate Trust reported net income fell from -$116K in the plan year 2023 filing to -$149K in the plan year 2024 filing.
  • Retirement Plan of Cassandra M. Milbury Separate Trust reported participants fell from 15 in the plan year 2023 filing to 12 in the plan year 2024 filing.
  • Retirement Plan of Cassandra M. Milbury Separate Trust 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 256437506 · Cassandra M. Milbury Separate Trust PY 2024 · Money Purchase

Retirement Plan of Cassandra M. Milbury Separate Trust · $2M · 12 · 29th

  • PCT $2M
  • PCT 12
  • PCT 29th
  • PCT Money Purchase
  • PCT near A.W. Carlson Inc Money Purchase Plan
  • PCT ind #4920

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 Separate Trust in the asset neighbourhood

Midland Pathology Associates P.C. Employee Pension Plan and TrustMidland Pathology Associates…$2MRetirement Plan of Cassandra M. Milbury Separate TrustRetirement Plan of Cassandra…$2MA.W. Carlson Inc Money Purchase PlanA.W. Carlson Inc Money Purch…$2MGregory J. Dalton Dmd LLP Money Purchase PlanGregory J. Dalton Dmd LLP Mo…$2MEduardo Mccormack Retirement PlanEduardo Mccormack Retirement…$2M
End-of-year total assets ($M) among Retirement Plan of Cassandra M. Milbury Separate Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Cassandra M. Milbury Separate Trust multi-year asset trail

Sponsor-wide plan assets over time

All Cassandra M. Milbury Separate Trust plans reported in each filing year

Latest sponsor-wide plan assets
$2M 12.364300407203729% vs 2022
2024 filing year
$1.8M$1.9M$2M$2.1M$2.2M 202220232024 $2.14M $1.88M ▼ -12.1%
Year Plans Participants Total Assets
2022 1 20 $2M
2023 1 15 $2M
2024 1 12 $2M

Cassandra M. Milbury Separate Trust filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$149K
Employer EIN256437506
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 Separate Trust vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Retirement Plan of Cassandra M. Milbury Separate Trust, Total assets ($M): 1.878813 · Participants: 12Retirement Plan of Cassandra M. Milbury Separate TrustCentral 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 Separate Trust vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Retirement Plan of Cassandra M. Milbury Separate Trust side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest Money Purchase by assets is A.W. Carlson Inc Money Purchase Plan in CT ($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 Cassandra M. Milbury Separate Trust assets move in 2024? ▼
Retirement Plan of Cassandra M. Milbury Separate Trust pulled back noticeably - down 7.4% during 2024, from $2M to $2M. Reported net income was -$149K.
How have Cassandra M. Milbury Separate Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cassandra M. Milbury Separate Trust's sponsor-wide assets declined 12.4%, from $2M to $2M.
Which Money Purchase plans are similar in size to Retirement Plan of Cassandra M. Milbury Separate Trust? ▼
Among Money Purchase plans in other states, the closest by assets is A.W. Carlson Inc Money Purchase Plan in CT ($2M, 4 participants).
Which Money Purchase plans cover a similar participant headcount to Retirement Plan of Cassandra M. Milbury Separate Trust? ▼
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 256437506.

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.