Money Purchase · DOL Form 5500 · 2024
Western Pennsylvania Conservancy Money Purchase Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 187
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $112,269
- Avg per participant Below avg balance/head
Official DOL plan name: Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust · Sponsored by Western Pennsylvania Conservancy · Pennsylvania · Other Services
$21M in assets, 187 participants
Western Pennsylvania Conservancy's Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust reported $21M in total assets and 187 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #6,502 in Other Services (7,719 peers)
Coverage in Pennsylvania
Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust covers 187 participants in Pennsylvania, about 23% of the average Pennsylvania filer (state average ~822 per filing). Assets: $21M.
- #6,502
- in Other Services (7,719 peers)
- +10.6%
- assets growth YoY
Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust's outsized position by total assets
Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,994,388 Top 29% higher than 71% 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
Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust sits mid-pack in the medium band (187 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust reported participants rose from 169 in the plan year 2023 filing to 187 in the plan year 2024 filing.
- Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 251053485 · Western Pennsylvania Conservancy PY 2024 · Money Purchase
Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust · $21M · 187 · 71st
- BOOK $21M
- BOOK 187
- BOOK 71st
- BOOK Money Purchase
- BOOK near Catholic Health Association of the United States Money Purchase Pension Plan
- BOOK ind #6502
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 Other Services retirement plans → · Plans in Pennsylvania →
Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $2M |
| Employer EIN | 251053485 |
| Plan Effective Date | 1973-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Western Pennsylvania Conservancy)
Sponsor-wide plan assets over time
All Western Pennsylvania Conservancy plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 28.6610761818493% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 362 | $36M |
| 2023 | 2 | 342 | $42M |
| 2024 | 2 | 373 | $46M |
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
Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount
Outside Pennsylvania, the nearest Money Purchase by assets is Catholic Health Association of the United States Money Purchase Pension Plan in MO ($21M); by covered participants it is Kern Oil & Refining Company Pension Plan in CA (187 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Catholic Health Association of the United States Money Purchase Pension Plan (MO) $21M · 74
- National Trust for Historic Preservation Defined Contribution Pension Plan (DC) $21M · 357
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust (MT) $21M · 327
- Middlesex School Pension Account (MA) $21M · 158
Similar participant headcount
Nearest other-state filings by covered participants (187 participants); asset peers above are excluded.
- Kern Oil & Refining Company Pension Plan (CA) 187 · 0 off
- Inland Refrigeration and Air Conditioning Retirement Trust Fund (CA) 187 · 0 off
- Roofers Union Local 221 Annuity Plan (HI) 188 · 1 off
- Pax Machine Works, Inc. Pension Plan & Trust (OH) 188 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.