Other · DOL Form 5500 · 2022

Valley Forge Military Academy Foundation Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
112
Participants Small participant base
50th
Percentile by assets National rank
$43,490
Avg per participant Low balance/head
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Official DOL plan name: Valley Forge Military Academy Foundation 403(b) Tax Deferredd Annuity Plan · Sponsored by Valley Forge Military Academy Foundation · Pennsylvania · Educational Services

$5M in assets, 112 participants

Valley Forge Military Academy Foundation's Valley Forge Military Academy Foundation 403(b) Tax Deferredd Annuity Plan reported $5M in total assets and 112 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #1,406 in Educational Services (4,024 peers)

Coverage in Pennsylvania

Valley Forge Military Academy Foundation 403(b) Tax Deferredd Annuity Plan covers 112 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $5M.

#1,406
in Educational Services (4,024 peers)
+4.8%
assets growth YoY

Valley Forge Military Academy Foundation 403(b) Tax Deferredd Annuity Plan's mid-pack asset rank among Educational Services and all filers

Valley Forge Military Academy Foundation 403(b) Tax Deferredd Annuity Plan vs every filed plan by assets

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

$4,870,828 Top 50% higher than 50% 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

Valley Forge Military Academy Foundation 403(b) Tax Deferredd 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. Valley Forge Military Academy Foundation 403(b) Tax Deferredd Annuity Plan sits mid-pack in the medium band (112 participants).

Plan-year Form 5500 strip

Filing strip 231178880 · Valley Forge Military Academy Foundation PY 2022 · Other

Valley Forge Military Academy Foundation 403(b) Tax Deferredd Annuity Plan · $5M · 112 · 50th

  • BOOK $5M
  • VS-ST 112
  • BOY 50th
  • SCH Other
  • EBSA near The Luenetta Miller Eoc Retirement Benefit Plan
  • PART ind #1406

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 Military Academy Foundation 403(b) Tax Deferredd Annuity Plan in the asset neighbourhood

401(k) Profit Sharing Plan for Employees of People for People401(k) Profit Sharing Plan f…$5MHousing Assistance Corporation Employee Pension PlanHousing Assistance Corporati…$5MValley Forge Military Academy Foundation 403(b) Tax Deferredd Annuity PlanValley Forge Military Academ…$5MThe Luenetta Miller Eoc Retirement Benefit PlanThe Luenetta Miller Eoc Reti…$5MTax Deferred Annuity Plan of Connecticut Renaissance, Inc.Tax Deferred Annuity Plan of…$5M
End-of-year total assets ($M) among Valley Forge Military Academy Foundation 403(b) Tax Deferredd Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$222K
Employer EIN231178880
Plan Effective Date1980-11-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Valley Forge Military Academy Foundation)

Sponsor-wide plan assets over time

All Valley Forge Military Academy Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$2K 99.98222571345505% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $10.4M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 2 299 $10M
2023 2 268 $5M
2024 1 19 $2K

Nearby Other Plans in Pennsylvania

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

Valley Forge Military Academy Foundation 403(b) Tax Deferredd Annuity Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Valley Forge Military Academy Foundation 403(b) Tax Deferredd Annuity Plan, Total assets ($B): 0.004870828 · Participants: 112Valley Forge Military Academy Foundation 403(b) Tax Deferredd 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
Valley Forge Military Academy Foundation 403(b) Tax Deferredd Annuity Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Valley Forge Military Academy Foundation 403(b) Tax Deferredd Annuity Plan side-by-side with 3 peers →

Valley Forge Military Academy Foundation 403(b) Tax Deferredd Annuity Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is The Luenetta Miller Eoc Retirement Benefit Plan in NY ($5M); by covered participants it is City and Country School, Inc. Defined Contribution Retirement Plan in NY (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Valley Forge Military Academy Foundation 403(b) Tax Deferredd Annuity Plan assets move in 2022? ▼
Valley Forge Military Academy Foundation 403(b) Tax Deferredd Annuity Plan edged up modestly - up 4.8% during 2022, from $5M to $5M. Reported net income was $222K.
How have Valley Forge Military Academy Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Forge Military Academy Foundation's sponsor-wide assets declined 100.0%, from $10M to $2K.
Which Other plans are similar in size to Valley Forge Military Academy Foundation 403(b) Tax Deferredd Annuity Plan? ▼
Among Other plans in other states, the closest by assets is The Luenetta Miller Eoc Retirement Benefit Plan in NY ($5M, 164 participants).
Which Other plans cover a similar participant headcount to Valley Forge Military Academy Foundation 403(b) Tax Deferredd Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is City and Country School, Inc. Defined Contribution Retirement Plan in NY (112 participants, $19M 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 231178880.

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.