Money Purchase · DOL Form 5500 · 2024
W. Russell G. Byers, Jr. Money Purchase Plan
Data updated 2026-08-25
- $870K
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $72,503
- Avg per participant Below avg balance/head
Official DOL plan name: Retirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 1 · Sponsored by W. Russell G. Byers, Jr. · Pennsylvania · Professional & Technical Services
$870K in assets, 12 participants
W. Russell G. Byers, Jr.'s Retirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 1 reported $870K in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,438 in Professional & Technical Services (20,173 peers)
W. Russell G. Byers, Jr. multi-year trail
W. Russell G. Byers, Jr.'s plans moved -13.9% in assets from 2022 to 2024; this filing shows Retirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 1 at $870K / 12 participants.
- #3,438
- in Professional & Technical Services (20,173 peers)
- -8.3%
- assets change YoY
The plan reported a net loss of $78K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 1 among the smaller filed plans by assets
Retirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 1 vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$870,039 22nd percentile higher than 22% of 123,620 filed plans
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 W. Russell G. Byers, Jr. 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 W. Russell G. Byers, Jr. 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 W. Russell G. Byers, Jr. Separate Trust No. 1 reported net income fell from -$61K in the plan year 2023 filing to -$78K in the plan year 2024 filing.
- Retirement Plan of W. Russell G. Byers, Jr. 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 W. Russell G. Byers, Jr. Separate Trust No. 1 end-of-year assets fell from $948K in the plan year 2023 filing to $870K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 256437498 · W. Russell G. Byers, Jr. PY 2024 · Money Purchase
Retirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 1 · $870K · 12 · 22nd
- EBSA $870K
- PART 12
- TYPE 22nd
- NET Money Purchase
- BOOK near Minnesota Trading Corporation Money Purchase Pension Plan and Trust
- VS-ST ind #3438
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 W. Russell G. Byers, Jr. Separate Trust No. 1 in the asset neighbourhood
W. Russell G. Byers, Jr. multi-year asset trail
Sponsor-wide plan assets over time
All W. Russell G. Byers, Jr. plans reported in each filing year
- Latest sponsor-wide plan assets
- $870K 13.855392460209412% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 20 | $1M |
| 2023 | 1 | 15 | $948K |
| 2024 | 1 | 12 | $870K |
W. Russell G. Byers, Jr. filing trail (2024)
| Total Assets (Beginning of Year) | $948K |
|---|---|
| Net Assets (End of Year) | $870K |
| Net Income | -$78K |
| Employer EIN | 256437498 |
| Plan Effective Date | 1969-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Pennsylvania
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- 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
Retirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 1's out-of-state Money Purchase peers by assets and headcount
Outside Pennsylvania, the nearest Money Purchase by assets is Minnesota Trading Corporation Money Purchase Pension Plan and Trust in MN ($870K); by covered participants it is Sam Berman and Sons Retirement Trust in IA (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($870K here).
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.