Money Purchase · DOL Form 5500 · 2024

Richard a. Mellon Money Purchase Plan

Data updated 2026-08-11

$1M
Total assets: 11
Participants: 24th
Percentile by assets: $97,410
Avg per participant

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.

24th percentile by assets (of 123,622 plans)
#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.

$1M
total plan assets (2024 EOY): 11
covered participants: 24th
percentile by assets (of 123,622 plans): $97,410
avg assets per participant

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 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.

See the national 2023→2024 release diff →

State

Pennsylvania

Industry

Professional & Technical Services

Richard a. Mellon across 3 plan years on file

Across the 3 plan years Richard a. Mellon has on file (2022-2024), sponsor-wide plan assets have moved from $1M to $1M, a decline of 14.3%, while reported participants moved from 19 to 11 (-42.1%). Peak year by sponsor assets: 2022 ($1M); trough: 2024 ($1M).

Richard a. Mellon multi-year asset trail

Total plan assets by year, all Richard a. Mellon plans on file

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.

Retirement Plan of Richard a. Mellon Separate Trust No. 2 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

Compare Retirement Plan of Richard a. Mellon Sep… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Retirement Plan of Richard a. Mellon Separate Trust No. 2 by total assets, not by location.

Frequently Asked Questions

How did Retirement Plan of Richard a. Mellon Separate Trust No. 2 assets move in 2024? ▼

Retirement Plan of Richard a. Mellon Separate Trust No. 2 pulled back noticeably - down 8.5% during 2024, from $1M to $1M. Reported net income was -$100K.

How have Richard a. Mellon plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Richard a. Mellon's sponsor-wide assets declined 14.3%, from $1M to $1M.

Where does Retirement Plan of Richard a. Mellon Separate Trust No. 2 rank by assets among Form 5500 filers? ▼

Retirement Plan of Richard a. Mellon Separate Trust No. 2 ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which Money Purchase plans are similar in size to Retirement Plan of Richard a. Mellon Separate Trust No. 2? ▼

Among Money Purchase plans in other states, the closest by assets is Teamsters Local 344 Officers, Business Agents & Employees Severance Pay Plan in WI ($1M, 13 participants).

Next read for Retirement Plan of Richard a. Mellon Sep…

Multi-year trail

Ways to act on Retirement Plan of Richard a. Mellon Separate Trust No. 2's numbers.

By total assets, Retirement Plan of Richard a. Mellon Separate Trust No. 2 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 a. Mellon's sponsor-wide assets have declined 14.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 357284332.