Other · DOL Form 5500 · 2023

Delaware Valley University Retirement Plan

Data updated 2026-08-25

$86M
Total assets Below avg plan size
311
Participants Below avg headcount
90th
Percentile by assets National rank
$276,613
Avg per participant High balance/head
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Official DOL plan name: Delaware Valley University DC Plan · Sponsored by Delaware Valley University · Pennsylvania · Educational Services

$86M in assets, 311 participants

Delaware Valley University's Delaware Valley University DC Plan reported $86M in total assets and 311 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #3,097 in Educational Services (3,735 peers)

Coverage in Pennsylvania

Delaware Valley University DC Plan covers 311 participants in Pennsylvania, about 38% of the average Pennsylvania filer (state average ~822 per filing). Assets: $86M.

#3,097
in Educational Services (3,735 peers)
+44.5%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Delaware Valley University DC Plan's outsized position by total assets

Delaware Valley University DC Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$86,026,780 Top 10% higher than 90% of 127,068 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 2023

Delaware Valley University DC 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. Delaware Valley University DC Plan sits mid-pack in the medium band (311 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Delaware Valley University DC Plan reported net income rose from -$9M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Delaware Valley University DC Plan end-of-year assets rose from $60M in the plan year 2022 filing to $86M in the plan year 2023 filing.
  • Delaware Valley University DC Plan reported participants rose from 295 in the plan year 2022 filing to 311 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 231352665 · Delaware Valley University PY 2023 · Other

Delaware Valley University DC Plan · $86M · 311 · 90th

  • NET $86M
  • NET 311
  • NET 90th
  • NET Other
  • NET near Michigan Public Health Institute 403(b) Retirement Savings Plan
  • NET ind #3097

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 →

Delaware Valley University DC Plan in the asset neighbourhood

Meredith College Retirement PlanMeredith College Retirement …$86MUniversity Physician Group 403b Retirement PlanUniversity Physician Group 4…$86MDelaware Valley University DC PlanDelaware Valley University D…$86MMichigan Public Health Institute 403(b) Retirement Savings PlanMichigan Public Health Insti…$86MSoutheast Iowa Regional Medical Center 403(b)Southeast Iowa Regional Medi…$86M
End-of-year total assets ($M) among Delaware Valley University DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$86M
Net Income$9M
Employer EIN231352665
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Delaware Valley University)

Sponsor-wide plan assets over time

All Delaware Valley University plans reported in each filing year

Latest sponsor-wide plan assets
$94M 57.254880539991994% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $59.5M $93.6M ▲ +57.2%
Year Plans Participants Total Assets
2022 1 295 $60M
2023 1 311 $86M
2024 1 341 $94M

Nearby Other Plans in Pennsylvania

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

Delaware Valley University DC Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Delaware Valley University DC Plan, Total assets ($B): 0.08602678 · Participants: 311Delaware Valley University DC PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
Delaware Valley University DC Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Delaware Valley University DC Plan side-by-side with 3 peers →

Delaware Valley University DC Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Michigan Public Health Institute 403(b) Retirement Savings Plan in MI ($86M); by covered participants it is The Prison Fellowship Ministries 403(b) Retirement Plan in VA (311 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (311 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.

Frequently Asked Questions

How did Delaware Valley University DC Plan assets move in 2023? ▼
Delaware Valley University DC Plan surged - up 44.5% during 2023, from $60M to $86M. Reported net income was $9M.
How have Delaware Valley University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Delaware Valley University's sponsor-wide assets grew 57.3%, from $60M to $94M.
Where does Delaware Valley University DC Plan rank by assets among Form 5500 filers? ▼
Delaware Valley University DC Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Delaware Valley University DC Plan? ▼
Among Other plans in other states, the closest by assets is Michigan Public Health Institute 403(b) Retirement Savings Plan in MI ($86M, 1,003 participants).
Which Other plans cover a similar participant headcount to Delaware Valley University DC Plan? ▼
Among Other plans in other states, the closest by covered participants is The Prison Fellowship Ministries 403(b) Retirement Plan in VA (311 participants, $21M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231352665.

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.