Money Purchase · DOL Form 5500 · 2024

Cassandra M Milbury Money Purchase Plan

Data updated 2026-08-11

$1M
Total assets: 11
Participants: 25th
Percentile by assets: $108,646
Avg per participant

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.

25th percentile by assets (of 123,622 plans)
#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.

$1M
total plan assets (2024 EOY): 11
covered participants: 25th
percentile by assets (of 123,622 plans): $108,646
avg assets per participant

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 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.

See the national 2023→2024 release diff →

State

Pennsylvania

Industry

Professional & Technical Services

Money Purchase filing for Retirement Plan of Cassandra M. Milbury Separate Trust for Children

Money Purchase filing for plan year 2024: EIN 256437503 ; effective since 1969-07-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

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)

Total plan assets by year, all Cassandra M Milbury plans on file

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.

Retirement Plan of Cassandra M. Milbury Separate Trust for Children 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 Cassandra M. Milbury … side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Retirement Plan of Cassandra M. Milbury Separate Trust for Children by total assets, not by location.

Mill End Fabrics, Inc. Money Purchase Pension Plan (NV) $1M · 2
Hector Ramos Fuentes Retirement Plan (PR) $1M · 4
Financial Funding Exchange Inc Mpp (CA) $1M · 3
Maguire Enterprises, Ltd Money Purchase Pension Plan (CA) $1M · 1

Frequently Asked Questions

How did Retirement Plan of Cassandra M. Milbury Separate Trust for Children assets move in 2024? ▼

Retirement Plan of Cassandra M. Milbury Separate Trust for Children pulled back noticeably - down 5.5% during 2024, from $1M to $1M. Reported net income was -$70K.

How have Cassandra M Milbury plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Cassandra M Milbury's sponsor-wide assets declined 9.2%, from $1M to $1M.

Where does Retirement Plan of Cassandra M. Milbury Separate Trust for Children rank by assets among Form 5500 filers? ▼

Retirement Plan of Cassandra M. Milbury Separate Trust for Children ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).

Which Money Purchase plans are similar in size to Retirement Plan of Cassandra M. Milbury Separate Trust for Children? ▼

Among Money Purchase plans in other states, the closest by assets is Mill End Fabrics, Inc. Money Purchase Pension Plan in NV ($1M, 2 participants).

Next read for Retirement Plan of Cassandra M. Milbury …

Filing takeaways

Ways to act on Retirement Plan of Cassandra M. Milbury Separate Trust for Children's numbers.

By total assets, Retirement Plan of Cassandra M. Milbury Separate Trust for Children ranks in the lower half of filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in Pennsylvania. Compare plans
Cassandra M Milbury's sponsor-wide assets have declined 9.2% 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 256437503.