Other · DOL Form 5500 · 2023
Valley Forge Educational Services Retirement Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 199
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $97,350
- Avg per participant Below avg balance/head
Official DOL plan name: Valley Forge Educational Services Tiaa-Cref Section 403 B DC Retirement Plan · Sponsored by Valley Forge Educational Services · Pennsylvania · Educational Services
$19M in assets, 199 participants
Valley Forge Educational Services's Valley Forge Educational Services Tiaa-Cref Section 403 B DC Retirement Plan reported $19M in total assets and 199 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #2,050 in Educational Services (3,735 peers)
Coverage in Pennsylvania
Valley Forge Educational Services Tiaa-Cref Section 403 B DC Retirement Plan covers 199 participants in Pennsylvania, about 24% of the average Pennsylvania filer (state average ~822 per filing). Assets: $19M.
- #2,050
- in Educational Services (3,735 peers)
- +20.3%
- assets growth YoY
Valley Forge Educational Services Tiaa-Cref Section 403 B DC Retirement Plan's outsized position by total assets
Valley Forge Educational Services Tiaa-Cref Section 403 B DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,372,617 Top 28% higher than 72% 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
Valley Forge Educational Services Tiaa-Cref Section 403 B DC Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valley Forge Educational Services Tiaa-Cref Section 403 B DC Retirement Plan sits mid-pack in the medium band (199 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Valley Forge Educational Services Tiaa-Cref Section 403 B DC Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Valley Forge Educational Services Tiaa-Cref Section 403 B DC Retirement Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 236050757 · Valley Forge Educational Services PY 2023 · Other
Valley Forge Educational Services Tiaa-Cref Section 403 B DC Retirement Plan · $19M · 199 · 72nd
- EBSA $19M
- EBSA 199
- EBSA 72nd
- EBSA Other
- EBSA near Capital City Public Charter School, Inc. 403 (B) Plan
- EBSA ind #2050
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 Educational Services Tiaa-Cref Section 403 B DC Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $3M |
| Employer EIN | 236050757 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Valley Forge Educational Services)
Sponsor-wide plan assets over time
All Valley Forge Educational Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 36.33862663402255% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 200 | $16M |
| 2023 | 1 | 199 | $19M |
| 2024 | 1 | 224 | $22M |
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
Valley Forge Educational Services Tiaa-Cref Section 403 B DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Capital City Public Charter School, Inc. 403 (B) Plan in DC ($19M); by covered participants it is Community Action Agency 403(b) Retirement Plan in MI (199 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (199 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.