Other · DOL Form 5500 · 2022
Valley Forge Educational Services Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 200
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $80,492
- Avg per participant Below avg balance/head
Official DOL plan name: Valley Forge Educational Services Tiaa-Cref Section 403 B DC Retirement Plan · Sponsored by Valley Forge Educational Services · Pennsylvania · Educational Services
$16M in assets, 200 participants
Valley Forge Educational Services's Valley Forge Educational Services Tiaa-Cref Section 403 B DC Retirement Plan reported $16M in total assets and 200 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #2,267 in Educational Services (4,024 peers)
Coverage in Pennsylvania
Valley Forge Educational Services Tiaa-Cref Section 403 B DC Retirement Plan covers 200 participants in Pennsylvania, about 24% of the average Pennsylvania filer (state average ~822 per filing). Assets: $16M.
- #2,267
- in Educational Services (4,024 peers)
- -16.9%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Valley Forge Educational Services Tiaa-Cref Section 403 B DC Retirement Plan's outsized position by total assets
Valley Forge Educational Services Tiaa-Cref Section 403 B DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,098,462 Top 26% higher than 74% 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
Valley Forge Educational Services Tiaa-Cref Section 403 B DC Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valley Forge Educational Services Tiaa-Cref Section 403 B DC Retirement Plan sits mid-pack in the medium band (200 participants).
Published 5500 schedule card
Filing strip 236050757 · Valley Forge Educational Services PY 2022 · Other
Valley Forge Educational Services Tiaa-Cref Section 403 B DC Retirement Plan · $16M · 200 · 74th
- PCT $16M
- PCT 200
- PCT 74th
- PCT Other
- PCT near Association of Graduates Retirement Savings Plan
- PCT ind #2267
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 →
Valley Forge Educational Services Tiaa-Cref Section 403 B DC Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$3M |
| Employer EIN | 236050757 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Valley Forge Educational Services)
Sponsor-wide plan assets over time
All Valley Forge Educational Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 36.33862663402255% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 200 | $16M |
| 2023 | 1 | 199 | $19M |
| 2024 | 1 | 224 | $22M |
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
Valley Forge Educational Services Tiaa-Cref Section 403 B DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Association of Graduates Retirement Savings Plan in NY ($16M); by covered participants it is Palmer Trinity School 403(b) DC Plan in FL (200 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (200 participants); asset peers above are excluded.
- Palmer Trinity School 403(b) DC Plan (FL) 200 · 0 off
- Hopkins School Defined Contribution Retirement Plan (CT) 200 · 0 off
- Pembroke Hill School Defined Contribution Retirement Plan (MO) 200 · 0 off
- Children's Miracle Network 403(b) Plan (UT) 200 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.