Money Purchase · DOL Form 5500 · 2024
Cassandra M. Milbury 1940 Trust Money Purchase Plan
Data updated 2026-08-25
- $308K
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 14th
- Percentile by assets National rank
- $30,763
- Avg per participant Low balance/head
Official DOL plan name: Retirement Plan of Cassandra M. Milbury 1940 Trust · Sponsored by Cassandra M. Milbury 1940 Trust · Pennsylvania · Professional & Technical Services
$308K in assets, 10 participants
Cassandra M. Milbury 1940 Trust's Retirement Plan of Cassandra M. Milbury 1940 Trust reported $308K in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.
- #2,170 in Professional & Technical Services (20,173 peers)
Cassandra M. Milbury 1940 Trust multi-year trail
Cassandra M. Milbury 1940 Trust's plans moved -39.8% in assets from 2022 to 2024; this filing shows Retirement Plan of Cassandra M. Milbury 1940 Trust at $308K / 10 participants.
- #2,170
- in Professional & Technical Services (20,173 peers)
- -26.4%
- assets change YoY
The plan reported a net loss of $110K 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 1940 Trust among the smaller filed plans by assets
Retirement Plan of Cassandra M. Milbury 1940 Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$307,632 14th percentile higher than 14% 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 1940 Trust among micro 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 1940 Trust is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Plan of Cassandra M. Milbury 1940 Trust end-of-year assets fell from $418K in the plan year 2023 filing to $308K in the plan year 2024 filing.
- Retirement Plan of Cassandra M. Milbury 1940 Trust reported participants fell from 13 in the plan year 2023 filing to 10 in the plan year 2024 filing.
- Retirement Plan of Cassandra M. Milbury 1940 Trust reported net income fell from -$93K in the plan year 2023 filing to -$110K in the plan year 2024 filing.
DOL schedule card
Filing strip 256017442 · Cassandra M. Milbury 1940 Trust PY 2024 · Money Purchase
Retirement Plan of Cassandra M. Milbury 1940 Trust · $308K · 10 · 14th
- EOY $308K
- 5500 10
- ASSETS 14th
- PCT Money Purchase
- EIN near John J. St. Andre, Jr. Money Purchase Pension Plan & Trust
- RANK ind #2170
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 1940 Trust in the asset neighbourhood
Cassandra M. Milbury 1940 Trust multi-year asset trail
Sponsor-wide plan assets over time
All Cassandra M. Milbury 1940 Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $308K 39.76539141569892% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 17 | $511K |
| 2023 | 1 | 13 | $418K |
| 2024 | 1 | 10 | $308K |
Cassandra M. Milbury 1940 Trust filing trail (2024)
| Total Assets (Beginning of Year) | $418K |
|---|---|
| Net Assets (End of Year) | $308K |
| Net Income | -$110K |
| Employer EIN | 256017442 |
| Plan Effective Date | 1978-01-01 |
| 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 Cassandra M. Milbury 1940 Trust's out-of-state Money Purchase peers by assets and headcount
Outside Pennsylvania, the nearest Money Purchase by assets is John J. St. Andre, Jr. Money Purchase Pension Plan & Trust in MA ($309K); by covered participants it is Wilkins Investment Counsel, Inc. Profit Sharing Plan in MA (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($308K here).
- John J. St. Andre, Jr. Money Purchase Pension Plan & Trust (MA) $309K · 2
- Cohen, Frankel & Ruggiero LLP-Money Purchase Plan (NY) $306K · 2
- Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust (MN) $310K · 1
- Steven R. Goldberg, Esq. Money Purchase Plan (NJ) $305K · 1
Similar participant headcount
Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.