Money Purchase · DOL Form 5500 · 2024
Alison M. Byers Money Purchase Plan
Data updated 2026-08-11
- $613K
- Total assets
- 11
- Participants
- 19th
- Percentile by assets
- $55,730
- Avg per participant
Official DOL plan name: Retirement Plan of Alison M. Byers Separate Trust No. 2 · Sponsored by Alison M. Byers · Pennsylvania · Professional & Technical Services
$613K in assets, 11 participants
Alison M. Byers's Retirement Plan of Alison M. Byers Separate Trust No. 2 reported $613K in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.
- 19th percentile by assets (of 123,622 plans)
- #2,954 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
Retirement Plan of Alison M. Byers Separate Trust No. 2 holds $613K for 11 participants - about $55,730 per participant, among the smaller plans by assets on file.
- $613K
- total plan assets (2024 EOY)
- 11
- covered participants
- 19th
- percentile by assets (of 123,622 plans)
- $55,730
- avg assets per participant
The plan reported a net loss of $32K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Plan of Alison M. Byers Separate Trust No. 2 reported net income fell from -$21K in the plan year 2023 filing to -$32K in the plan year 2024 filing.
- Retirement Plan of Alison M. Byers 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 Alison M. Byers Separate Trust No. 2 end-of-year assets fell from $645K in the plan year 2023 filing to $613K in the plan year 2024 filing.
Money Purchase filing for Retirement Plan of Alison M. Byers Separate Trust No. 2
Money Purchase filing for plan year 2024: EIN 256437502 ; effective since 1969-07-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2024)
| Total Assets (Beginning of Year) | $645K |
|---|---|
| Net Assets (End of Year) | $613K |
| Net Income | -$32K |
| Employer EIN | 256437502 |
| Plan Effective Date | 1969-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alison M. Byers)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19 | $666K |
| 2023 | 1 | 14 | $645K |
| 2024 | 1 | 11 | $613K |
Nearby Money Purchase Plans in Pennsylvania
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Retirement Plan of Alison M. Byers 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Retirement Plan of Alison M. Byers Separate Trust No. 2 by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Retirement Plan of Alison M. Byers Separate Trust No. 2's numbers.
- By total assets, Retirement Plan of Alison M. Byers 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
- Alison M. Byers's sponsor-wide assets have declined 8.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans