Money Purchase · DOL Form 5500 · 2024
Cassandra M Milbury Money Purchase Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $108,646
- Avg per participant Below avg balance/head
Official DOL plan name: Retirement Plan of Cassandra M. Milbury Separate Trust for Children · Sponsored by Cassandra M Milbury · Pennsylvania · Professional & Technical Services
$1M in assets, 11 participants
Cassandra M Milbury's Retirement Plan of Cassandra M. Milbury Separate Trust for Children reported $1M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.
- #3,981 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
Retirement Plan of Cassandra M. Milbury Separate Trust for Children holds $1M for 11 participants - about $108,646 per participant, in the lower half of filed plans by assets.
- #3,981
- in Professional & Technical Services (20,173 peers)
- -5.5%
- assets change YoY
The plan reported a net loss of $70K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Plan of Cassandra M. Milbury Separate Trust for Children among the smaller filed plans by assets
Retirement Plan of Cassandra M. Milbury Separate Trust for Children vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,195,107 25th percentile higher than 25% 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 Cassandra M. Milbury Separate Trust for Children 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 Cassandra M. Milbury Separate Trust for Children 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 Cassandra M. Milbury Separate Trust for Children reported net income fell from -$52K in the plan year 2023 filing to -$70K in the plan year 2024 filing.
- Retirement Plan of Cassandra M. Milbury Separate Trust for Children reported participants fell from 14 in the plan year 2023 filing to 11 in the plan year 2024 filing.
- Retirement Plan of Cassandra M. Milbury Separate Trust for Children 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 256437503 · Cassandra M Milbury PY 2024 · Money Purchase
Retirement Plan of Cassandra M. Milbury Separate Trust for Children · $1M · 11 · 25th
- VS-ST $1M
- BOY 11
- SCH 25th
- EBSA Money Purchase
- PART near Mill End Fabrics, Inc. Money Purchase Pension Plan
- TYPE ind #3981
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 Cassandra M. Milbury Separate Trust for Children in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$70K |
| Employer EIN | 256437503 |
| Plan Effective Date | 1969-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cassandra M Milbury)
Sponsor-wide plan assets over time
All Cassandra M Milbury plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 9.235366937290673% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19 | $1M |
| 2023 | 1 | 14 | $1M |
| 2024 | 1 | 11 | $1M |
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 Cassandra M. Milbury Separate Trust for Children's out-of-state Money Purchase peers by assets and headcount
Outside Pennsylvania, the nearest Money Purchase by assets is Mill End Fabrics, Inc. Money Purchase Pension Plan in NV ($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.