Other · DOL Form 5500 · 2024
Milton Hershey School Retirement Plan
Data updated 2026-08-11
- $214M
- Total assets
- 1,305
- Participants
- 95th
- Percentile by assets
- $164,248
- Avg per participant
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.
- 95th percentile by assets (of 123,622 plans)
- #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.
- $214M
- total plan assets (2024 EOY)
- 1,305
- covered participants
- 95th
- percentile by assets (of 123,622 plans)
- $164,248
- avg assets per participant
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.
Milton Hershey School Group Supplemental Retirement Annuity Plan vs the 2024 asset distribution
By assets, Milton Hershey School Group Supplemental Retirement Annuity Plan outranks 95% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.2x the national average plan size of $100M (721 average participants).
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)
| 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.
Milton Hershey School Group Supplemental Retirement Annuity Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Milton Hershey School Group Supplemental Retirement Annuity Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Milton Hershey School Group Supplemental Retirement Annuity Plan assets move in 2024? ▼
How have Milton Hershey School plan assets changed over time? ▼
Where does Milton Hershey School Group Supplemental Retirement Annuity Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Milton Hershey School Group Supplemental Retirement Annuity Plan? ▼
Next read for Milton Hershey School Group Supplemental…
Scale reading
Ways to act on Milton Hershey School Group Supplemental Retirement Annuity Plan's numbers.
- By total assets, Milton Hershey School Group Supplemental Retirement Annuity Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Milton Hershey School's sponsor-wide assets have declined 5.7% since 2022 across 3 plan years on file. More Educational Services plans