Other · DOL Form 5500 · 2023
Valley Medical Facilities, Inc. Retirement Plan
Data updated 2026-08-25
- $357M
- Total assets Above avg plan size
- 2,647
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $134,845
- Avg per participant Near avg balance/head
Official DOL plan name: Heritage Valley Health System 403(b) Plan · Sponsored by Valley Medical Facilities, Inc. · Pennsylvania · Healthcare & Social Assistance
$357M in assets, 2,647 participants
Valley Medical Facilities, Inc.'s Heritage Valley Health System 403(b) Plan reported $357M in total assets and 2,647 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #17,136 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
Heritage Valley Health System 403(b) Plan covers 2,647 participants in Pennsylvania, 3.2x the typical Pennsylvania plan (state average ~822 per filing). Assets: $357M.
- #17,136
- in Healthcare & Social Assistance (17,684 peers)
- +9.0%
- assets growth YoY
- 3.6×
- vs typical plan assets (national mean)
Heritage Valley Health System 403(b) Plan's outsized position by total assets
Heritage Valley Health System 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$356,934,693 Top 3% higher than 97% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Heritage Valley Health System 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage Valley Health System 403(b) Plan lands in the large band (2,647 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Heritage Valley Health System 403(b) Plan reported net income rose from -$61M in the plan year 2022 filing to $29M in the plan year 2023 filing.
- Heritage Valley Health System 403(b) Plan end-of-year assets rose from $327M in the plan year 2022 filing to $357M in the plan year 2023 filing.
- Heritage Valley Health System 403(b) Plan reported participants fell from 2,693 in the plan year 2022 filing to 2,647 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 251801532 · Valley Medical Facilities, Inc. PY 2023 · Other
Heritage Valley Health System 403(b) Plan · $357M · 2,647 · 97th
- NET $357M
- NET 2,647
- NET 97th
- NET Other
- NET near Trinity College 403(b) Retirement Plan
- NET ind #17136
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 →
Heritage Valley Health System 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $327M |
|---|---|
| Net Assets (End of Year) | $357M |
| Net Income | $29M |
| Employer EIN | 251801532 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Valley Medical Facilities, Inc.)
Sponsor-wide plan assets over time
All Valley Medical Facilities, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $372M 2.8256991594090977% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,791 | $362M |
| 2023 | 2 | 2,741 | $357M |
| 2024 | 1 | 2,601 | $372M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Heritage Valley Health System 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Trinity College 403(b) Retirement Plan in CT ($357M); by covered participants it is Arizona Laborers & Teamsters Annuity Plan in AZ (2,648 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($357M here).
- Trinity College 403(b) Retirement Plan (CT) $357M · 709
- Providence College 403(b) Plan (RI) $360M · 984
- American Heart Association, Inc. 403(b) Pension Plan (TX) $361M · 3,614
- Grinnell College Employees Retirement Savings Plan (IA) $353M · 810
Similar participant headcount
Nearest other-state filings by covered participants (2,647 participants); asset peers above are excluded.
- Arizona Laborers & Teamsters Annuity Plan (AZ) 2,648 · 1 off
- Maryland Electrical Industry Severance & Annuity F (WV) 2,645 · 2 off
- Claro Puerto Rico Employees Savings Plan (PR) 2,650 · 3 off
- Ellis Hospital Employees Defined Contribution Retirement Plan (NY) 2,641 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.