Other · DOL Form 5500 · 2023
Valley Medical Facilities, Inc. Retirement Plan
Data updated 2026-08-11
- $357M
- Total assets
- 2,647
- Participants
- 97th
- Percentile by assets
- $134,845
- Avg per participant
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.
- 97th percentile by assets (of 127,072 plans)
- #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.
- $357M
- total plan assets (2023 EOY)
- 2,647
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $134,845
- avg assets per participant
Where Heritage Valley Health System 403(b) Plan sits 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
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Heritage Valley Health System 403(b) Plan reports 2,647 participants - 3.2x that state average ($357M EOY assets).
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.)
| 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.
Heritage Valley Health System 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Heritage Valley Health System 403(b) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Heritage Valley Health System 403(b) Plan assets move in 2023? ▼
How have Valley Medical Facilities, Inc. plan assets changed over time? ▼
Where does Heritage Valley Health System 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Heritage Valley Health System 403(b) Plan? ▼
Next read for Heritage Valley Health System 403(b) Pla…
Filing takeaways
Ways to act on Heritage Valley Health System 403(b) Plan's numbers.
- By total assets, Heritage Valley Health System 403(b) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Valley Medical Facilities, Inc.'s sponsor-wide assets have grown 2.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans