Other · DOL Form 5500 · 2024
Milton Hershey School Retirement Plan
Data updated 2026-08-25
- $214M
- Total assets Near avg plan size
- 1,305
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $164,248
- Avg per participant Above avg balance/head
Official DOL plan name: Milton Hershey School Group Supplemental Retirement Annuity Plan · Sponsored by Milton Hershey School · Pennsylvania · Educational Services
$214M in assets, 1,305 participants
Milton Hershey School's Milton Hershey School Group Supplemental Retirement Annuity Plan reported $214M in total assets and 1,305 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #3,303 in Educational Services (3,638 peers)
Where Milton Hershey School Group Supplemental Retirement Annuity Plan sits by assets
Milton Hershey School Group Supplemental Retirement Annuity Plan sits in the top 5% of all filed plans by assets, $214M for 1,305 participants (~$164,248/participant), up 11.6% in 2024.
- #3,303
- in Educational Services (3,638 peers)
- +11.6%
- assets growth YoY
- 2.2×
- vs typical plan assets (national mean)
Milton Hershey School Group Supplemental Retirement Annuity Plan's outsized position by total assets
Milton Hershey School Group Supplemental Retirement Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$214,344,071 Top 5% higher than 95% 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
Milton Hershey School Group Supplemental Retirement Annuity Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Milton Hershey School Group Supplemental Retirement Annuity Plan lands in the large band (1,305 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Milton Hershey School Group Supplemental Retirement Annuity Plan end-of-year assets rose from $192M in the plan year 2023 filing to $214M in the plan year 2024 filing.
- Milton Hershey School Group Supplemental Retirement Annuity Plan reported participants rose from 1,234 in the plan year 2023 filing to 1,305 in the plan year 2024 filing.
- Milton Hershey School Group Supplemental Retirement Annuity Plan reported net income fell from $23M in the plan year 2023 filing to $22M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 231353340 · Milton Hershey School PY 2024 · Other
Milton Hershey School Group Supplemental Retirement Annuity Plan · $214M · 1,305 · 95th
- EIN $214M
- RANK 1,305
- PHOTO 95th
- IND Other
- EOY near Atsu Employee Retirement Plan
- 5500 ind #3303
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 Educational Services retirement plans → · Plans in Pennsylvania →
Milton Hershey School Group Supplemental Retirement Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $192M |
|---|---|
| Net Assets (End of Year) | $214M |
| Net Income | $22M |
| Employer EIN | 231353340 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Milton Hershey School)
Sponsor-wide plan assets over time
All Milton Hershey School plans reported in each filing year
- Latest sponsor-wide plan assets
- $395M 5.663889011483462% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 2,636 | $419M |
| 2023 | 3 | 2,644 | $387M |
| 2024 | 2 | 2,805 | $395M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Milton Hershey School Group Supplemental Retirement Annuity Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Atsu Employee Retirement Plan in MO ($215M); by covered participants it is Biola University Defined Contribution Retirement Plan in CA (1,304 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($214M here).
- Atsu Employee Retirement Plan (MO) $215M · 1,723
- Reid Hospital & Health Care Services 403(b) Defined Contribution Plan (IN) $214M · 3,184
- Wheaton College Retirement Plan (MA) $213M · 542
- Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan (NY) $213M · 1,518
Similar participant headcount
Nearest other-state filings by covered participants (1,305 participants); asset peers above are excluded.
- Biola University Defined Contribution Retirement Plan (CA) 1,304 · 1 off
- Coleman World Group, LLC Savings & Protection Plan (AL) 1,306 · 1 off
- The Auburn Community Hospital Retirement Savings Plan (NY) 1,303 · 2 off
- Quinnipiac University Defined Contribution Retirement Plan (CT) 1,310 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.