Money Purchase · DOL Form 5500 · 2024
R. K. Mellon Family Foundation Money Purchase Plan
Data updated 2026-08-25
- $812K
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $81,227
- Avg per participant Below avg balance/head
Official DOL plan name: Retirement Plan of R.K. Mellon Family Foundation · Sponsored by R. K. Mellon Family Foundation · Pennsylvania · Other Services
$812K in assets, 10 participants
R. K. Mellon Family Foundation's Retirement Plan of R.K. Mellon Family Foundation reported $812K in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.
- #3,419 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Retirement Plan of R.K. Mellon Family Foundation ranks #3,419 of 7,719 2024 filers by assets (2471% of the sector average)-$812K for 10 participants.
- #3,419
- in Other Services (7,719 peers)
- -20.6%
- assets change YoY
The plan reported a net loss of $211K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Plan of R.K. Mellon Family Foundation among the smaller filed plans by assets
Retirement Plan of R.K. Mellon Family Foundation vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$812,267 21st percentile higher than 21% 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 R.K. Mellon Family Foundation among micro 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 R.K. Mellon Family Foundation is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Plan of R.K. Mellon Family Foundation reported net income fell from $131K in the plan year 2023 filing to -$211K in the plan year 2024 filing.
- Retirement Plan of R.K. Mellon Family Foundation end-of-year assets fell from $1M in the plan year 2023 filing to $812K in the plan year 2024 filing.
- Retirement Plan of R.K. Mellon Family Foundation reported participants fell from 11 in the plan year 2023 filing to 10 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 251356145 · R. K. Mellon Family Foundation PY 2024 · Money Purchase
Retirement Plan of R.K. Mellon Family Foundation · $812K · 10 · 21st
- EIN $812K
- EIN 10
- EIN 21st
- EIN Money Purchase
- EIN near Brinton's Paint Company Money Purchase Pension Plan
- EIN ind #3419
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 R.K. Mellon Family Foundation in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $812K |
| Net Income | -$211K |
| Employer EIN | 251356145 |
| Plan Effective Date | 1980-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (R. K. Mellon Family Foundation)
Sponsor-wide plan assets over time
All R. K. Mellon Family Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $812K 8.970619054076316% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $892K |
| 2023 | 1 | 11 | $1M |
| 2024 | 1 | 10 | $812K |
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 R.K. Mellon Family Foundation's out-of-state Money Purchase peers by assets and headcount
Outside Pennsylvania, the nearest Money Purchase by assets is Brinton's Paint Company Money Purchase Pension Plan in FL ($807K); by covered participants it is Wilkins Investment Counsel, Inc. Profit Sharing Plan in MA (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($812K here).
Similar participant headcount
Nearest other-state filings by covered participants (10 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.