Profit Sharing · DOL Form 5500 · 2022

Valley Forge Military Academy Foundation Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
187
Participants Below avg headcount
53rd
Percentile by assets National rank
$29,612
Avg per participant Low balance/head
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Official DOL plan name: Valley Forge Military Academy Foundation Retirement Plan · Sponsored by Valley Forge Military Academy Foundation · Pennsylvania · Educational Services

$6M in assets, 187 participants

Valley Forge Military Academy Foundation's Valley Forge Military Academy Foundation Retirement Plan reported $6M in total assets and 187 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #1,488 in Educational Services (4,024 peers)

Coverage in Pennsylvania

Valley Forge Military Academy Foundation Retirement Plan covers 187 participants in Pennsylvania, about 23% of the average Pennsylvania filer (state average ~822 per filing). Assets: $6M.

#1,488
in Educational Services (4,024 peers)
+9.1%
assets growth YoY

Valley Forge Military Academy Foundation Retirement Plan's mid-pack asset rank among Educational Services and all filers

Valley Forge Military Academy Foundation Retirement Plan vs every filed plan by assets

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

$5,537,466 Top 47% higher than 53% 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 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 Military Academy Foundation Retirement Plan sits mid-pack in the medium band (187 participants).

Plan-year Form 5500 strip

Filing strip 231178880 · Valley Forge Military Academy Foundation PY 2022 · Profit Sharing

Valley Forge Military Academy Foundation Retirement Plan · $6M · 187 · 53rd

  • TYPE $6M
  • NET 187
  • BOOK 53rd
  • VS-ST Profit Sharing
  • BOY near Elder Care Alliance 401(a) Retirement Savings Plan
  • SCH ind #1488

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 Retirement Plan in the asset neighbourhood

Valley Forge Military Academy Foundation Retirement PlanValley Forge Military Academ…$6MElder Care Alliance 401(a) Retirement Savings PlanElder Care Alliance 401(a) R…$6MSaint Johns School 1165 (E) PlanSaint Johns School 1165 (E) …$6MWichita Pediatric Associates, P.a. Integrated Profit Sharing PlanWichita Pediatric Associates…$6MMoti S. Daswani, M.D., Inc. Profit Sharing PlanMoti S. Daswani, M.D., Inc. …$6M
End-of-year total assets ($M) among Valley Forge Military Academy Foundation Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$460K
Employer EIN231178880
Plan Effective Date1984-07-01
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 Profit Sharing Plans in Pennsylvania

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

Valley Forge Military Academy Foundation Retirement 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 ($B) Participants Valley Forge Military Academy Foundation Retirement Plan, Total assets ($B): 0.005537466 · Participants: 187Valley Forge Military Academy Foundation Retirement 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
Valley Forge Military Academy Foundation Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Valley Forge Military Academy Foundation Retirement Plan side-by-side with 3 peers →

Valley Forge Military Academy Foundation Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Elder Care Alliance 401(a) Retirement Savings Plan in CA ($6M); by covered participants it is Ohio Valley Residential Services 403b Plan in OH (187 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (187 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 Retirement Plan assets move in 2022? ▼
Valley Forge Military Academy Foundation Retirement Plan grew at a solid clip - up 9.1% during 2022, from $5M to $6M. Reported net income was $460K.
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 Profit Sharing plans are similar in size to Valley Forge Military Academy Foundation Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Elder Care Alliance 401(a) Retirement Savings Plan in CA ($6M, 363 participants).
Which Profit Sharing plans cover a similar participant headcount to Valley Forge Military Academy Foundation Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Ohio Valley Residential Services 403b Plan in OH (187 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 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.