Other · DOL Form 5500 · 2022

Delaware Valley University Retirement Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
295
Participants Below avg headcount
89th
Percentile by assets National rank
$201,753
Avg per participant Above avg balance/head
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Official DOL plan name: Delaware Valley University DC Plan · Sponsored by Delaware Valley University · Pennsylvania · Educational Services

$60M in assets, 295 participants

Delaware Valley University's Delaware Valley University DC Plan reported $60M in total assets and 295 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #3,230 in Educational Services (4,024 peers)

Coverage in Pennsylvania

Delaware Valley University DC Plan covers 295 participants in Pennsylvania, about 36% of the average Pennsylvania filer (state average ~822 per filing). Assets: $60M.

#3,230
in Educational Services (4,024 peers)
-13.7%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Delaware Valley University DC Plan's outsized position by total assets

Delaware Valley University DC Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$59,517,031 Top 11% higher than 89% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Delaware Valley University DC 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. Delaware Valley University DC Plan sits mid-pack in the medium band (295 participants).

Form 5500 schedule snapshot

Filing strip 231352665 · Delaware Valley University PY 2022 · Other

Delaware Valley University DC Plan · $60M · 295 · 89th

  • PART $60M
  • PART 295
  • PART 89th
  • PART Other
  • PART near University of Dubuque Employees' 403(b) Plan
  • PART ind #3230

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 →

Delaware Valley University DC Plan in the asset neighbourhood

Thomas M Cooley Law School 403(b) Tax Sheltered Retirement PlanThomas M Cooley Law School 4…$60MDelaware Valley University DC PlanDelaware Valley University D…$60MUniversity of Dubuque Employees' 403(b) PlanUniversity of Dubuque Employ…$59MClinica Sierra Vista Retirement PlanClinica Sierra Vista Retirem…$59MHanover College 403(b) Retirement PlanHanover College 403(b) Retir…$59M
End-of-year total assets ($M) among Delaware Valley University DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$60M
Net Income-$9M
Employer EIN231352665
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Delaware Valley University)

Sponsor-wide plan assets over time

All Delaware Valley University plans reported in each filing year

Latest sponsor-wide plan assets
$94M 57.254880539991994% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $59.5M $93.6M ▲ +57.2%
Year Plans Participants Total Assets
2022 1 295 $60M
2023 1 311 $86M
2024 1 341 $94M

Nearby Other Plans in Pennsylvania

Peer Other plans, same state, same plan type, ranked by total assets.

Delaware Valley University DC Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Delaware Valley University DC Plan, Total assets ($B): 0.059517031 · Participants: 295Delaware Valley University DC PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 5.530640141 · Participants: 13262The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 3.456020418 · Participants: 75307Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 2.490968748 · Participants: 39740The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.240167169 · Participants: 6166Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.11120447 · Participants: 14302Jefferson Defined Contribution Retirement Plan
Delaware Valley University DC Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Delaware Valley University DC Plan side-by-side with 3 peers →

Delaware Valley University DC Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is University of Dubuque Employees' 403(b) Plan in IA ($59M); by covered participants it is Cma 403(b) Plan in NY (295 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (295 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Delaware Valley University DC Plan assets move in 2022? ▼
Delaware Valley University DC Plan pulled back noticeably - down 13.7% during 2022, from $69M to $60M. Reported net income was -$9M.
How have Delaware Valley University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Delaware Valley University's sponsor-wide assets grew 57.3%, from $60M to $94M.
Where does Delaware Valley University DC Plan rank by assets among Form 5500 filers? ▼
Delaware Valley University DC Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Delaware Valley University DC Plan? ▼
Among Other plans in other states, the closest by assets is University of Dubuque Employees' 403(b) Plan in IA ($59M, 508 participants).
Which Other plans cover a similar participant headcount to Delaware Valley University DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Cma 403(b) Plan in NY (295 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231352665.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.