Money Purchase · DOL Form 5500 · 2024
Milton Hershey School Money Purchase Plan
Data updated 2026-08-11
- $181M
- Total assets
- 1,500
- Participants
- 94th
- Percentile by assets
- $120,714
- Avg per participant
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.
- 94th percentile by assets (of 123,622 plans)
- #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.
- $181M
- total plan assets (2024 EOY)
- 1,500
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $120,714
- avg assets per participant
Where Milton Hershey School Money Purchase Pension Plan sits 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
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.
Milton Hershey School Money Purchase Pension Plan vs the 2024 asset distribution
By assets, Milton Hershey School Money Purchase Pension Plan outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.8x the national average plan size of $100M (721 average participants).
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)
| 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.
Milton Hershey School Money Purchase Pension Plan 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
- Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton $154M · 602
- Dentons Cohen & Grigsby P.C. Pension Plan $151M · 192
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Milton Hershey School Money Purchase Pension Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Milton Hershey School Money Purchase Pension Plan assets move in 2024? ▼
How have Milton Hershey School plan assets changed over time? ▼
Where does Milton Hershey School Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Milton Hershey School Money Purchase Pension Plan? ▼
Next read for Milton Hershey School Money Purchase Pen…
Scale reading
Ways to act on Milton Hershey School Money Purchase Pension Plan's numbers.
- By total assets, Milton Hershey School Money Purchase Pension Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase 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