Other · DOL Form 5500 · 2022
Valley Medical Facilities, Inc. Retirement Plan
Data updated 2026-08-25
- $327M
- Total assets Above avg plan size
- 2,693
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $121,589
- Avg per participant Near avg balance/head
Official DOL plan name: Heritage Valley Health System 403(b) Plan · Sponsored by Valley Medical Facilities, Inc. · Pennsylvania · Healthcare & Social Assistance
$327M in assets, 2,693 participants
Valley Medical Facilities, Inc.'s Heritage Valley Health System 403(b) Plan reported $327M in total assets and 2,693 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #19,526 in Healthcare & Social Assistance (20,060 peers)
Coverage in Pennsylvania
Heritage Valley Health System 403(b) Plan covers 2,693 participants in Pennsylvania, 3.3x the typical Pennsylvania plan (state average ~822 per filing). Assets: $327M.
- #19,526
- in Healthcare & Social Assistance (20,060 peers)
- -15.8%
- assets change YoY
- 3.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $61M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Heritage Valley Health System 403(b) Plan's outsized position by total assets
Heritage Valley Health System 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$327,440,450 Top 3% higher than 97% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Heritage Valley Health System 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage Valley Health System 403(b) Plan lands in the large band (2,693 participants).
Published 5500 schedule card
Filing strip 251801532 · Valley Medical Facilities, Inc. PY 2022 · Other
Heritage Valley Health System 403(b) Plan · $327M · 2,693 · 97th
- IND $327M
- EOY 2,693
- 5500 97th
- ASSETS Other
- PCT near Firsthealth of the Carolinas, Inc. Matching Savings Plan
- EIN ind #19526
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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →
Heritage Valley Health System 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $389M |
|---|---|
| Net Assets (End of Year) | $327M |
| Net Income | -$61M |
| Employer EIN | 251801532 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Valley Medical Facilities, Inc.)
Sponsor-wide plan assets over time
All Valley Medical Facilities, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $372M 2.8256991594090977% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,791 | $362M |
| 2023 | 2 | 2,741 | $357M |
| 2024 | 1 | 2,601 | $372M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
Heritage Valley Health System 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Firsthealth of the Carolinas, Inc. Matching Savings Plan in NC ($328M); by covered participants it is St. Peter's Healthcare System 403(b) DC Plan Plan in NJ (2,705 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($327M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,693 participants); asset peers above are excluded.
- St. Peter's Healthcare System 403(b) DC Plan Plan (NJ) 2,705 · 12 off
- Hamilton Health Care System, Inc. Rsvp Matching Dollar Plan (GA) 2,708 · 15 off
- Bellevue University Defined Contribution Retirement Plan (NE) 2,710 · 17 off
- Beebe Medical Center Retirement Plus Plan (DE) 2,710 · 17 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.