Money Purchase · DOL Form 5500 · 2024
Milton Hershey School Money Purchase Plan
Data updated 2026-08-25
- $181M
- Total assets Near avg plan size
- 1,500
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $120,714
- Avg per participant Near avg balance/head
Official DOL plan name: Milton Hershey School Money Purchase Pension Plan · Sponsored by Milton Hershey School · Pennsylvania · Educational Services
$181M in assets, 1,500 participants
Milton Hershey School's Milton Hershey School Money Purchase Pension Plan reported $181M in total assets and 1,500 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #3,260 in Educational Services (3,638 peers)
Where Milton Hershey School Money Purchase Pension Plan sits by assets
Milton Hershey School Money Purchase Pension Plan sits in the top 10% of all filed plans by assets, $181M for 1,500 participants (~$120,714/participant), up 12.1% in 2024.
- #3,260
- in Educational Services (3,638 peers)
- +12.1%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Milton Hershey School Money Purchase Pension Plan's outsized position by total assets
Milton Hershey School Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$181,070,322 Top 6% higher than 94% 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 Money Purchase Pension 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 Money Purchase Pension Plan lands in the large band (1,500 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Milton Hershey School Money Purchase Pension Plan reported participants rose from 1,331 in the plan year 2023 filing to 1,500 in the plan year 2024 filing.
- Milton Hershey School Money Purchase Pension Plan end-of-year assets rose from $162M in the plan year 2023 filing to $181M in the plan year 2024 filing.
- Milton Hershey School Money Purchase Pension Plan reported net income fell from $21M in the plan year 2023 filing to $19M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 231353340 · Milton Hershey School PY 2024 · Money Purchase
Milton Hershey School Money Purchase Pension Plan · $181M · 1,500 · 94th
- ASSETS $181M
- ASSETS 1,500
- ASSETS 94th
- ASSETS Money Purchase
- ASSETS near Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan
- ASSETS ind #3260
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 Money Purchase Pension Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $162M |
|---|---|
| Net Assets (End of Year) | $181M |
| Net Income | $19M |
| Employer EIN | 231353340 |
| Plan Effective Date | 2000-01-01 |
| 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 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
- Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton $154M · 602
- Dentons Cohen & Grigsby P.C. Pension Plan $151M · 192
Milton Hershey School Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Pennsylvania, the nearest Money Purchase by assets is Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan in MA ($179M); by covered participants it is Middlebury College Core Retirement Plan in VT (1,500 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($181M here).
- Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan (MA) $179M · 314
- Annuity Fund of Wardrobe Attendants Union Local 764 (NY) $177M · 1,879
- Hawaii Annuity Trust Fund for Operating Engineers (CA) $177M · 2,249
- Sheet Metal Workers Local 91 Annuity Plan (IL) $176M · 638
Similar participant headcount
Nearest other-state filings by covered participants (1,500 participants); asset peers above are excluded.
- Middlebury College Core Retirement Plan (VT) 1,500 · 0 off
- Pamcah-Ua Local 675 Annuity Plan (HI) 1,504 · 4 off
- Apache Corporation Money Purchase Retirement Plan (TX) 1,492 · 8 off
- International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund (TX) 1,513 · 13 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.