Profit Sharing · DOL Form 5500 · 2022

Lenape Valley Foundation Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
325
Participants Below avg headcount
63rd
Percentile by assets National rank
$27,889
Avg per participant Low balance/head
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Official DOL plan name: Lenape Valley Foundation 403b Plan · Sponsored by Lenape Valley Foundation · Pennsylvania · Educational Services

$9M in assets, 325 participants

Lenape Valley Foundation's Lenape Valley Foundation 403b Plan reported $9M in total assets and 325 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #1,854 in Educational Services (4,024 peers)

Coverage in Pennsylvania

Lenape Valley Foundation 403b Plan covers 325 participants in Pennsylvania, about 40% of the average Pennsylvania filer (state average ~822 per filing). Assets: $9M.

#1,854
in Educational Services (4,024 peers)
+18.3%
assets growth YoY

Lenape Valley Foundation 403b Plan's mid-pack asset rank among Educational Services and all filers

Lenape Valley Foundation 403b Plan vs every filed plan by assets

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

$9,063,976 Top 37% higher than 63% 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

Lenape Valley Foundation 403b 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. Lenape Valley Foundation 403b Plan sits mid-pack in the medium band (325 participants).

Plan-year Form 5500 strip

Filing strip 231914438 · Lenape Valley Foundation PY 2022 · Profit Sharing

Lenape Valley Foundation 403b Plan · $9M · 325 · 63rd

  • ASSETS $9M
  • PCT 325
  • EIN 63rd
  • RANK Profit Sharing
  • PHOTO near Kimelman & Baird, LLC Profit Sharing Plan
  • IND ind #1854

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 →

Lenape Valley Foundation 403b Plan in the asset neighbourhood

Plumbers and Steamfitters Local 521 Annuity FundPlumbers and Steamfitters Lo…$9MVisiting Nurse Association Retirement PlanVisiting Nurse Association R…$9MKimelman & Baird, LLC Profit Sharing PlanKimelman & Baird, LLC Profit…$9MLenape Valley Foundation 403b PlanLenape Valley Foundation 403…$9MGarfield Park Academy Profit Sharing PlanGarfield Park Academy Profit…$9M
End-of-year total assets ($M) among Lenape Valley Foundation 403b Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN231914438
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lenape Valley Foundation)

Sponsor-wide plan assets over time

All Lenape Valley Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$11M 26.838409545656344% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $9.06M $11.5M ▲ +26.9%
Year Plans Participants Total Assets
2022 1 325 $9M
2023 1 350 $10M
2024 1 402 $11M

Nearby Profit Sharing Plans in Pennsylvania

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

Lenape Valley Foundation 403b Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Lenape Valley Foundation 403b Plan, Total assets ($B): 0.009063976 · Participants: 325Lenape Valley Foundation 403b PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.032358305 · Participants: 8058Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.417850182 · Participants: 14515University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 0.958457322 · Participants: 3904International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.640341222 · Participants: 9017Temple University Health System, Inc. Defined Contribution Retirement PlanSteamfitters Local Union No. 420 Srp, Total assets ($B): 0.58659727 · Participants: 6353Steamfitters Local Union No. 420 Srp
Lenape Valley Foundation 403b Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Lenape Valley Foundation 403b Plan side-by-side with 3 peers →

Lenape Valley Foundation 403b Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Kimelman & Baird, LLC Profit Sharing Plan in NY ($9M); by covered participants it is United Cerebral Palsy of Queens, Inc. Retirement Plan in NY (325 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (325 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 Lenape Valley Foundation 403b Plan assets move in 2022? ▼
Lenape Valley Foundation 403b Plan grew sharply - up 18.3% during 2022, from $8M to $9M. Reported net income was $1M.
How have Lenape Valley Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lenape Valley Foundation's sponsor-wide assets grew 26.8%, from $9M to $11M.
Which Profit Sharing plans are similar in size to Lenape Valley Foundation 403b Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kimelman & Baird, LLC Profit Sharing Plan in NY ($9M, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Lenape Valley Foundation 403b Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is United Cerebral Palsy of Queens, Inc. Retirement Plan in NY (325 participants, $14M 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 231914438.

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.