Money Purchase · DOL Form 5500 · 2024

Seward Prosser Mellon 1965 Trust Money Purchase Plan

Data updated 2026-08-11

$136K
Total assets: 7
Participants: 8th
Percentile by assets: $19,467
Avg per participant

Official DOL plan name: Retirement Plan of Seward Prosser Mellon 1965 Trust · Sponsored by Seward Prosser Mellon 1965 Trust · Pennsylvania · Professional & Technical Services

$136K in assets, 7 participants

Seward Prosser Mellon 1965 Trust's Retirement Plan of Seward Prosser Mellon 1965 Trust reported $136K in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 8th 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.

8th percentile by assets (of 123,622 plans)
#1,335 in Professional & Technical Services (20,173 peers)

Seward Prosser Mellon 1965 Trust multi-year trail

Seward Prosser Mellon 1965 Trust's plans moved -54.1% in assets from 2022 to 2024; this filing shows Retirement Plan of Seward Prosser Mellon 1965 Trust at $136K / 7 participants.

$136K
total plan assets (2024 EOY): 7
covered participants: 8th
percentile by assets (of 123,622 plans): $19,467
avg assets per participant

The plan reported a net loss of $112K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan of Seward Prosser Mellon 1965 Trust reported net income fell from -$48K in the plan year 2023 filing to -$112K in the plan year 2024 filing.
Retirement Plan of Seward Prosser Mellon 1965 Trust end-of-year assets fell from $249K in the plan year 2023 filing to $136K in the plan year 2024 filing.
Retirement Plan of Seward Prosser Mellon 1965 Trust reported participants fell from 8 in the plan year 2023 filing to 7 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Pennsylvania

Industry

Professional & Technical Services

Seward Prosser Mellon 1965 Trust across 3 plan years on file

Across the 3 plan years Seward Prosser Mellon 1965 Trust has on file (2022-2024), sponsor-wide plan assets have moved from $297K to $136K, a decline of 54.1%, while reported participants moved from 12 to 7 (-41.7%). Peak year by sponsor assets: 2022 ($297K); trough: 2024 ($136K).

Seward Prosser Mellon 1965 Trust multi-year asset trail

Total plan assets by year, all Seward Prosser Mellon 1965 Trust plans on file

Year	Plans	Participants	Total Assets
2022	1	12	$297K
2023	1	8	$249K
2024	1	7	$136K

Seward Prosser Mellon 1965 Trust filing trail (2024)

Total Assets (Beginning of Year)	$249K
Net Assets (End of Year)	$136K
Net Income	-$112K
Employer EIN	256072940
Plan Effective Date	1969-07-01
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 Seward Prosser Mellon 1965 Trust 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 Seward Prosser Mellon… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Retirement Plan of Seward Prosser Mellon 1965 Trust by total assets, not by location.

Robert E Black Money Purchase Plan (KS) $136K · 4
Laboratorio Clinico Loiza Valley, Inc. Retirement Plan (PR) $136K · 9
Teaneck Federal Credit Union Pension Plan (NJ) $135K · 1
The Ms Group Money Purchase Plan and Trust (MS) $134K · 3

Frequently Asked Questions

How did Retirement Plan of Seward Prosser Mellon 1965 Trust assets move in 2024? ▼

Retirement Plan of Seward Prosser Mellon 1965 Trust contracted severely - down 45.2% during 2024, from $249K to $136K. Reported net income was -$112K.

How have Seward Prosser Mellon 1965 Trust plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Seward Prosser Mellon 1965 Trust's sponsor-wide assets declined 54.1%, from $297K to $136K.

Where does Retirement Plan of Seward Prosser Mellon 1965 Trust rank by assets among Form 5500 filers? ▼

Retirement Plan of Seward Prosser Mellon 1965 Trust ranks in the 8th 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 Seward Prosser Mellon 1965 Trust? ▼

Among Money Purchase plans in other states, the closest by assets is Robert E Black Money Purchase Plan in KS ($136K, 4 participants).

Next read for Retirement Plan of Seward Prosser Mellon…

Multi-year trail

Ways to act on Retirement Plan of Seward Prosser Mellon 1965 Trust's numbers.

By total assets, Retirement Plan of Seward Prosser Mellon 1965 Trust 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
Seward Prosser Mellon 1965 Trust's sponsor-wide assets have declined 54.1% 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 256072940.