Other · DOL Form 5500 · 2022

Pleasant Valley Manor, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
125
Participants Small participant base
39th
Percentile by assets National rank
$22,457
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Pleasant Valley Manor, Inc. Tax Deferred Annuity Plan · Sponsored by Pleasant Valley Manor, Inc. · Pennsylvania · Healthcare & Social Assistance

$3M in assets, 125 participants

Pleasant Valley Manor, Inc.'s Pleasant Valley Manor, Inc. Tax Deferred Annuity Plan reported $3M in total assets and 125 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #8,500 in Healthcare & Social Assistance (20,060 peers)

Coverage in Pennsylvania

Pleasant Valley Manor, Inc. Tax Deferred Annuity Plan covers 125 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $3M.

#8,500
in Healthcare & Social Assistance (20,060 peers)
-8.6%
assets change YoY

The plan reported a net loss of $265K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pleasant Valley Manor, Inc. Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Pleasant Valley Manor, Inc. Tax Deferred Annuity Plan vs every filed plan by assets

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

$2,807,070 39th percentile higher than 39% 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

Pleasant Valley Manor, Inc. Tax Deferred Annuity 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. Pleasant Valley Manor, Inc. Tax Deferred Annuity Plan sits mid-pack in the medium band (125 participants).

EBSA filing schedule strip

Filing strip 237405552 · Pleasant Valley Manor, Inc. PY 2022 · Other

Pleasant Valley Manor, Inc. Tax Deferred Annuity Plan · $3M · 125 · 39th

  • RANK $3M
  • PHOTO 125
  • IND 39th
  • EOY Other
  • 5500 near Portland Community Health Center 403(b) Plan
  • ASSETS ind #8500

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 →

Pleasant Valley Manor, Inc. Tax Deferred Annuity Plan in the asset neighbourhood

Pleasant Valley Manor, Inc. Tax Deferred Annuity PlanPleasant Valley Manor, Inc. …$3MPortland Community Health Center 403(b) PlanPortland Community Health Ce…$3MAlbany Community Action Partnership 403(b) PlanAlbany Community Action Part…$3MEmployee Benefit Plan of Seminole Nation of OklahomaEmployee Benefit Plan of Sem…$3MThe New York Gracie Square Hospital 403(b) PlanThe New York Gracie Square H…$3M
End-of-year total assets ($M) among Pleasant Valley Manor, Inc. Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$265K
Employer EIN237405552
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Pennsylvania

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

Pleasant Valley Manor, Inc. Tax Deferred Annuity Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Pleasant Valley Manor, Inc. Tax Deferred Annuity Plan, Total assets ($B): 0.00280707 · Participants: 125Pleasant Valley Manor, Inc. Tax Deferred Annuity 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
Pleasant Valley Manor, Inc. Tax Deferred Annuity Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Pleasant Valley Manor, Inc. Tax Deferred Annuity Plan side-by-side with 3 peers →

Pleasant Valley Manor, Inc. Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Portland Community Health Center 403(b) Plan in ME ($3M); by covered participants it is Lisner-Louise-Dickson-Hurt Home 403 (B) Plan in DC (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Pleasant Valley Manor, Inc. Tax Deferred Annuity Plan assets move in 2022? ▼
Pleasant Valley Manor, Inc. Tax Deferred Annuity Plan pulled back noticeably - down 8.6% during 2022, from $3M to $3M. Reported net income was -$265K.
Which Other plans are similar in size to Pleasant Valley Manor, Inc. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Portland Community Health Center 403(b) Plan in ME ($3M, 129 participants).
Which Other plans cover a similar participant headcount to Pleasant Valley Manor, Inc. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Lisner-Louise-Dickson-Hurt Home 403 (B) Plan in DC (125 participants, $6M 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 237405552.

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.