Money Purchase · DOL Form 5500 · 2024
Richard a. Mellon Money Purchase Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $97,410
- Avg per participant Below avg balance/head
Official DOL plan name: Retirement Plan of Richard a. Mellon Separate Trust No. 2 · Sponsored by Richard a. Mellon · Pennsylvania · Professional & Technical Services
$1M in assets, 11 participants
Richard a. Mellon's Retirement Plan of Richard a. Mellon Separate Trust No. 2 reported $1M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.
- #3,778 in Professional & Technical Services (20,173 peers)
Richard a. Mellon multi-year trail
Richard a. Mellon's plans moved -14.3% in assets from 2022 to 2024; this filing shows Retirement Plan of Richard a. Mellon Separate Trust No. 2 at $1M / 11 participants.
- #3,778
- in Professional & Technical Services (20,173 peers)
- -8.5%
- assets change YoY
The plan reported a net loss of $100K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Plan of Richard a. Mellon Separate Trust No. 2 among the smaller filed plans by assets
Retirement Plan of Richard a. Mellon Separate Trust No. 2 vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,071,511 24th percentile higher than 24% 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 Richard a. Mellon Separate Trust No. 2 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 a. Mellon Separate Trust No. 2 is a small filing (11 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Plan of Richard a. Mellon Separate Trust No. 2 reported net income fell from -$80K in the plan year 2023 filing to -$100K in the plan year 2024 filing.
- Retirement Plan of Richard a. Mellon Separate Trust No. 2 reported participants fell from 14 in the plan year 2023 filing to 11 in the plan year 2024 filing.
- Retirement Plan of Richard a. Mellon Separate Trust No. 2 end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
DOL schedule card
Filing strip 357284332 · Richard a. Mellon PY 2024 · Money Purchase
Retirement Plan of Richard a. Mellon Separate Trust No. 2 · $1M · 11 · 24th
- PHOTO $1M
- PHOTO 11
- PHOTO 24th
- PHOTO Money Purchase
- PHOTO near Teamsters Local 344 Officers, Business Agents & Employees Severance Pay Plan
- PHOTO ind #3778
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 Richard a. Mellon Separate Trust No. 2 in the asset neighbourhood
Richard a. Mellon multi-year asset trail
Sponsor-wide plan assets over time
All Richard a. Mellon plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 14.34387602972153% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19 | $1M |
| 2023 | 1 | 14 | $1M |
| 2024 | 1 | 11 | $1M |
Richard a. Mellon filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$100K |
| Employer EIN | 357284332 |
| Plan Effective Date | 2021-01-01 |
| 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 Richard a. Mellon Separate Trust No. 2's out-of-state Money Purchase peers by assets and headcount
Outside Pennsylvania, the nearest Money Purchase by assets is Teamsters Local 344 Officers, Business Agents & Employees Severance Pay Plan in WI ($1M); by covered participants it is Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan in VA (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.
- Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan (VA) 11 · 0 off
- The Council of Churches of Greater Bridgeport Pension Plan (CT) 11 · 0 off
- Robert Hass & William Hass Optometrists PC Money Purchase Plan (MI) 11 · 0 off
- St Charles Mesa Water District Money Purchase Plan and Trust (CO) 11 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.