Money Purchase · DOL Form 5500 · 2024
Richard P. Mellon 1965 Trust Money Purchase Plan
Data updated 2026-08-11
- $135K
- Total assets
- 6
- Participants
- 8th
- Percentile by assets
- $22,573
- Avg per participant
Official DOL plan name: Retirement Plan of Richard P. Mellon 1965 Trust · Sponsored by Richard P. Mellon 1965 Trust · Pennsylvania · Professional & Technical Services
$135K in assets, 6 participants
Richard P. Mellon 1965 Trust's Retirement Plan of Richard P. Mellon 1965 Trust reported $135K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 8th 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.
- 8th percentile by assets (of 123,622 plans)
- #1,327 in Professional & Technical Services (20,173 peers)
Richard P. Mellon 1965 Trust multi-year trail
Richard P. Mellon 1965 Trust's plans moved -54.5% in assets from 2022 to 2024; this filing shows Retirement Plan of Richard P. Mellon 1965 Trust at $135K / 6 participants.
- $135K
- total plan assets (2024 EOY)
- 6
- covered participants
- 8th
- percentile by assets (of 123,622 plans)
- $22,573
- avg assets per participant
The plan reported a net loss of $113K 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 Richard P. Mellon 1965 Trust reported net income fell from -$50K in the plan year 2023 filing to -$113K in the plan year 2024 filing.
- Retirement Plan of Richard P. Mellon 1965 Trust end-of-year assets fell from $248K in the plan year 2023 filing to $135K in the plan year 2024 filing.
- Retirement Plan of Richard P. Mellon 1965 Trust reported participants fell from 7 in the plan year 2023 filing to 6 in the plan year 2024 filing.
Richard P. Mellon 1965 Trust across 3 plan years on file
Across the 3 plan years Richard P. Mellon 1965 Trust has on file (2022-2024), sponsor-wide plan assets have moved from $298K to $135K, a decline of 54.5%, while reported participants moved from 12 to 6 (-50.0%). Peak year by sponsor assets: 2022 ($298K); trough: 2024 ($135K).
Richard P. Mellon 1965 Trust multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $298K |
| 2023 | 1 | 7 | $248K |
| 2024 | 1 | 6 | $135K |
Richard P. Mellon 1965 Trust filing trail (2024)
| Total Assets (Beginning of Year) | $248K |
|---|---|
| Net Assets (End of Year) | $135K |
| Net Income | -$113K |
| Employer EIN | 256072939 |
| 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.
Retirement Plan of Richard P. Mellon 1965 Trust 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Retirement Plan of Richard P. Mellon 1965 Trust by total assets, not by location.
Frequently Asked Questions
How did Retirement Plan of Richard P. Mellon 1965 Trust assets move in 2024? ▼
How have Richard P. Mellon 1965 Trust plan assets changed over time? ▼
Where does Retirement Plan of Richard P. Mellon 1965 Trust rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Retirement Plan of Richard P. Mellon 1965 Trust? ▼
Next read for Retirement Plan of Richard P. Mellon 196…
Multi-year trail
Ways to act on Retirement Plan of Richard P. Mellon 1965 Trust's numbers.
- By total assets, Retirement Plan of Richard P. Mellon 1965 Trust ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Pennsylvania. Compare plans
- Richard P. Mellon 1965 Trust's sponsor-wide assets have declined 54.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans