401(k) · DOL Form 5500 · 2022

Malvern Preparatory School 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
137
Participants Small participant base
80th
Percentile by assets National rank
$178,810
Avg per participant Above avg balance/head
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Official DOL plan name: Malvern Preparatory School 403(b)(7) Plan · Sponsored by Malvern Preparatory School · Pennsylvania · Educational Services

$24M in assets, 137 participants

Malvern Preparatory School's Malvern Preparatory School 403(b)(7) Plan reported $24M in total assets and 137 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #2,608 in Educational Services (4,024 peers)

Coverage in Pennsylvania

Malvern Preparatory School 403(b)(7) Plan covers 137 participants in Pennsylvania, about 17% of the average Pennsylvania filer (state average ~822 per filing). Assets: $24M.

#2,608
in Educational Services (4,024 peers)
+15.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Malvern Preparatory School 403(b)(7) Plan's outsized position by total assets

Malvern Preparatory School 403(b)(7) Plan vs every filed plan by assets

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

$24,496,902 Top 20% higher than 80% 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

Malvern Preparatory School 403(b)(7) 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. Malvern Preparatory School 403(b)(7) Plan sits mid-pack in the medium band (137 participants).

Form 5500 schedule snapshot

Filing strip 231352658 · Malvern Preparatory School PY 2022 · 401(k)

Malvern Preparatory School 403(b)(7) Plan · $24M · 137 · 80th

  • PHOTO $24M
  • PHOTO 137
  • PHOTO 80th
  • PHOTO 401(k)
  • PHOTO near Maple Island, Inc./F.H. Stoltze 401(k) Savings Plan
  • PHOTO ind #2608

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 →

Malvern Preparatory School 403(b)(7) Plan in the asset neighbourhood

Malvern Preparatory School 403(b)(7) PlanMalvern Preparatory School 4…$24MMaple Island, Inc./F.H. Stoltze 401(k) Savings PlanMaple Island, Inc./F.H. Stol…$24MTrs 401(k) Retirement Plan$24MApderm Management LLC 401(k) Profit Sharing PlanApderm Management LLC 401(k)…$24MWheaton Van Lines, Inc. & Subsidiaries 401(k) PlanWheaton Van Lines, Inc. & Su…$24M
End-of-year total assets ($M) among Malvern Preparatory School 403(b)(7) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$24M
Net Income$3M
Employer EIN231352658
Plan Effective Date1985-09-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Malvern Preparatory School)

Sponsor-wide plan assets over time

All Malvern Preparatory School plans reported in each filing year

Latest sponsor-wide plan assets
$29M 17.5995315652567% vs 2022
2024 filing year
$24M$26M$28M$30M 202220232024 $24.5M $28.8M ▲ +17.6%
Year Plans Participants Total Assets
2022 1 137 $24M
2023 1 208 $26M
2024 1 217 $29M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Malvern Preparatory School 403(b)(7) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Malvern Preparatory School 403(b)(7) Plan, Total assets ($B): 0.024496902 · Participants: 137Malvern Preparatory School 403(b)(7) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Malvern Preparatory School 403(b)(7) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Malvern Preparatory School 403(b)(7) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Maple Island, Inc./F.H. Stoltze 401(k) Savings Plan in MN ($24M); by covered participants it is Reel Fx 401(k) and Profit Sharing Plan in TX (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Malvern Preparatory School 403(b)(7) Plan assets move in 2022?
Malvern Preparatory School 403(b)(7) Plan grew sharply - up 15.4% during 2022, from $21M to $24M. Reported net income was $3M.
How have Malvern Preparatory School plan assets changed over time?
Across 3 plan years on file (2022-2024), Malvern Preparatory School's sponsor-wide assets grew 17.6%, from $24M to $29M.
Where does Malvern Preparatory School 403(b)(7) Plan rank by assets among Form 5500 filers?
Malvern Preparatory School 403(b)(7) Plan ranks in the 80th 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 401(k) plans are similar in size to Malvern Preparatory School 403(b)(7) Plan?
Among 401(k) plans in other states, the closest by assets is Maple Island, Inc./F.H. Stoltze 401(k) Savings Plan in MN ($24M, 166 participants).
Which 401(k) plans cover a similar participant headcount to Malvern Preparatory School 403(b)(7) Plan?
Among 401(k) plans in other states, the closest by covered participants is Reel Fx 401(k) and Profit Sharing Plan in TX (137 participants, $19M in assets).