Money Purchase · DOL Form 5500 · 2024

Richard King Mellon Foundation Money Purchase Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
21
Participants Small participant base
56th
Percentile by assets National rank
$488,977
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan of Richard King Mellon Foundation · Sponsored by Richard King Mellon Foundation · Pennsylvania · Other Services

$10M in assets, 21 participants

Richard King Mellon Foundation's Retirement Plan of Richard King Mellon Foundation reported $10M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #5,778 in Other Services (7,719 peers)

What the 2024 filing shows

Retirement Plan of Richard King Mellon Foundation holds $10M for 21 participants - about $488,977 per participant, above the median plan by assets.

#5,778
in Other Services (7,719 peers)
-4.5%
assets change YoY

The plan reported a net loss of $485K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan of Richard King Mellon Foundation's mid-pack asset rank among Other Services and all filers

Retirement Plan of Richard King Mellon Foundation vs every filed plan by assets

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

$10,268,509 Top 44% higher than 56% 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 Richard King Mellon Foundation 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 Richard King Mellon Foundation is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Plan of Richard King Mellon Foundation reported net income fell from $11K in the plan year 2023 filing to -$485K in the plan year 2024 filing.
  • Retirement Plan of Richard King Mellon Foundation reported participants fell from 22 in the plan year 2023 filing to 21 in the plan year 2024 filing.
  • Retirement Plan of Richard King Mellon Foundation end-of-year assets fell from $11M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 251127705 · Richard King Mellon Foundation PY 2024 · Money Purchase

Retirement Plan of Richard King Mellon Foundation · $10M · 21 · 56th

  • BOY $10M
  • SCH 21
  • EBSA 56th
  • PART Money Purchase
  • TYPE near Community Memorial Healthcare Inc. Employees Pension Plan
  • NET ind #5778

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 Other Services retirement plans → · Plans in Pennsylvania →

Retirement Plan of Richard King Mellon Foundation in the asset neighbourhood

Asbestos Workers Syracuse Annuity FundAsbestos Workers Syracuse An…$10MRetirement Plan of Richard King Mellon FoundationRetirement Plan of Richard K…$10MCommunity Memorial Healthcare Inc. Employees Pension PlanCommunity Memorial Healthcar…$10MIlwu Local 142 Maui Division Retirement Benefit PlanIlwu Local 142 Maui Division…$10MOhio Bricklayers Local No. 8 Security PlanOhio Bricklayers Local No. 8…$10M
End-of-year total assets ($M) among Retirement Plan of Richard King Mellon Foundation and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$485K
Employer EIN251127705
Plan Effective Date1969-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Richard King Mellon Foundation)

Sponsor-wide plan assets over time

All Richard King Mellon Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$10M 4.410588488060481% vs 2022
2024 filing year
$10.2M$10.4M$10.6M$10.8M 202220232024 $10.7M $10.3M ▼ -4.4%
Year Plans Participants Total Assets
2022 1 26 $11M
2023 1 22 $11M
2024 1 21 $10M

Nearby Money Purchase Plans in Pennsylvania

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

Retirement Plan of Richard King Mellon Foundation vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Retirement Plan of Richard King Mellon Foundation, Total assets ($M): 10.268509 · Participants: 21Retirement Plan of Richard King Mellon FoundationCentral 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 Richard King Mellon Foundation vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Retirement Plan of Richard King Mellon Foundation side-by-side with 3 peers →

Retirement Plan of Richard King Mellon Foundation's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Community Memorial Healthcare Inc. Employees Pension Plan in KS ($10M); by covered participants it is Critcher Brothers Produce Pension Plan in NC (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Richard King Mellon Foundation assets move in 2024? ▼
Retirement Plan of Richard King Mellon Foundation edged down modestly - down 4.5% during 2024, from $11M to $10M. Reported net income was -$485K.
How have Richard King Mellon Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard King Mellon Foundation's sponsor-wide assets declined 4.4%, from $11M to $10M.
Which Money Purchase plans are similar in size to Retirement Plan of Richard King Mellon Foundation? ▼
Among Money Purchase plans in other states, the closest by assets is Community Memorial Healthcare Inc. Employees Pension Plan in KS ($10M, 174 participants).
Which Money Purchase plans cover a similar participant headcount to Retirement Plan of Richard King Mellon Foundation? ▼
Among Money Purchase plans in other states, the closest by covered participants is Critcher Brothers Produce Pension Plan in NC (21 participants, $7M 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 251127705.

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.