Money Purchase · DOL Form 5500 · 2024

Seward Prosser Mellon Money Purchase Plan

Data updated 2026-08-11

$1M
Total assets
11
Participants
25th
Percentile by assets
$108,646
Avg per participant
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Official DOL plan name: Retirement Plan of Seward Prosser Mellon Separate Trust for Children · Sponsored by Seward Prosser Mellon · Pennsylvania · Professional & Technical Services

$1M in assets, 11 participants

Seward Prosser Mellon's Retirement Plan of Seward Prosser Mellon Separate Trust for Children reported $1M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • 25th percentile by assets (of 123,622 plans)
  • #3,981 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Retirement Plan of Seward Prosser Mellon Separate Trust for Children holds $1M for 11 participants - about $108,646 per participant, in the lower half of filed plans by assets.

$1M
total plan assets (2024 EOY)
11
covered participants
25th
percentile by assets (of 123,622 plans)
$108,646
avg assets per participant

The plan reported a net loss of $70K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Plan of Seward Prosser Mellon Separate Trust for Children reported net income fell from -$52K in the plan year 2023 filing to -$70K in the plan year 2024 filing.
  • Retirement Plan of Seward Prosser Mellon Separate Trust for Children reported participants fell from 14 in the plan year 2023 filing to 11 in the plan year 2024 filing.
  • Retirement Plan of Seward Prosser Mellon Separate Trust for Children end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Money Purchase filing for Retirement Plan of Seward Prosser Mellon Separate Trust for Children

Money Purchase filing for plan year 2024: EIN 256437500 ; effective since 1969-07-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

Filing particulars (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$70K
Employer EIN256437500
Plan Effective Date1969-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Seward Prosser Mellon)

$1.15M$1.2M$1.25M$1.3M$1.35M 202220232024 $1.32M $1.2M ▼ -9.1%
Total plan assets by year, all Seward Prosser Mellon plans on file
Year Plans Participants Total Assets
2022 1 19 $1M
2023 1 14 $1M
2024 1 11 $1M

Nearby Money Purchase Plans in Pennsylvania

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

Retirement Plan of Seward Prosser Mellon Separate Trust for Children vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants

Retirement Plan of Seward Prosser Mellon Separate Trust for Children 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 S…Central Pennsylvania…Duane Morris Retirem…IBEW Local Union 375…Milton Hershey Schoo…Retirement Plan for …
Retirement Plan of Seward Prosser Mellon Separate Trust for Children vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Retirement Plan of Seward Prosser Mellon Separate Trust for Children by total assets, not by location.

Frequently Asked Questions

How did Retirement Plan of Seward Prosser Mellon Separate Trust for Children assets move in 2024?
Retirement Plan of Seward Prosser Mellon Separate Trust for Children pulled back noticeably - down 5.5% during 2024, from $1M to $1M. Reported net income was -$70K.
How have Seward Prosser Mellon plan assets changed over time?
Across 3 plan years on file (2022-2024), Seward Prosser Mellon's sponsor-wide assets declined 9.2%, from $1M to $1M.
Where does Retirement Plan of Seward Prosser Mellon Separate Trust for Children rank by assets among Form 5500 filers?
Retirement Plan of Seward Prosser Mellon Separate Trust for Children ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which Money Purchase plans are similar in size to Retirement Plan of Seward Prosser Mellon Separate Trust for Children?
Among Money Purchase plans in other states, the closest by assets is Mill End Fabrics, Inc. Money Purchase Pension Plan in NV ($1M, 2 participants).

Next read for Retirement Plan of Seward Prosser Mellon…

Filing takeaways

Ways to act on Retirement Plan of Seward Prosser Mellon Separate Trust for Children's numbers.