401(k) · DOL Form 5500 · 2023

Moravian Village of Bethlehem 401(k) Plan

Data updated 2026-08-25

$997K
Total assets Small plan by assets
107
Participants Small participant base
24th
Percentile by assets National rank
$9,319
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Moravian Village of Bethlehem Retirement Plan · Sponsored by Moravian Village of Bethlehem · Pennsylvania · Healthcare & Social Assistance

$997K in assets, 107 participants

Moravian Village of Bethlehem's Moravian Village of Bethlehem Retirement Plan reported $997K in total assets and 107 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,437 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Moravian Village of Bethlehem Retirement Plan covers 107 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $997K.

#3,437
in Healthcare & Social Assistance (17,684 peers)
+59.5%
assets growth YoY

Moravian Village of Bethlehem Retirement Plan among the smaller filed plans by assets

Moravian Village of Bethlehem Retirement Plan vs every filed plan by assets

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

$997,107 24th percentile higher than 24% 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

Moravian Village of Bethlehem 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. Moravian Village of Bethlehem Retirement Plan sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Moravian Village of Bethlehem Retirement Plan reported net income rose from $201K in the plan year 2022 filing to $372K in the plan year 2023 filing.
  • Moravian Village of Bethlehem Retirement Plan end-of-year assets rose from $625K in the plan year 2022 filing to $997K in the plan year 2023 filing.
  • Moravian Village of Bethlehem Retirement Plan reported participants fell from 115 in the plan year 2022 filing to 107 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 233022262 · Moravian Village of Bethlehem PY 2023 · 401(k)

Moravian Village of Bethlehem Retirement Plan · $997K · 107 · 24th

  • EOY $997K
  • 5500 107
  • ASSETS 24th
  • PCT 401(k)
  • EIN near Dennis G Foster Jr Dds PA 401(k) Profit Sharing Plan & Trust
  • RANK ind #3437

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 →

Moravian Village of Bethlehem Retirement Plan in the asset neighbourhood

Moravian Village of Bethlehem Retirement PlanMoravian Village of Bethlehe…$997KDennis G Foster Jr Dds PA 401(k) Profit Sharing Plan & TrustDennis G Foster Jr Dds PA 40…$997KGreenwood Lake Animal Hospital, LLC 401(k) PlanGreenwood Lake Animal Hospit…$997KTruck Capital Management 401(k) PlanTruck Capital Management 401…$997KAnthony and Chris Metals Retirement PlanAnthony and Chris Metals Ret…$997K
End-of-year total assets ($M) among Moravian Village of Bethlehem Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$625K
Net Assets (End of Year)$997K
Net Income$372K
Employer EIN233022262
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Moravian Village of Bethlehem)

Sponsor-wide plan assets over time

All Moravian Village of Bethlehem plans reported in each filing year

Latest sponsor-wide plan assets
$1M 86.62564932572482% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $0.63M $1.17M ▲ +85.7%
Year Plans Participants Total Assets
2022 1 115 $625K
2023 1 107 $997K
2024 1 125 $1M

Nearby 401(k) Plans in Pennsylvania

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

Moravian Village of Bethlehem Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Moravian Village of Bethlehem Retirement Plan, Total assets ($B): 0.000997107 · Participants: 107Moravian Village of Bethlehem Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Moravian Village of Bethlehem Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Moravian Village of Bethlehem Retirement Plan side-by-side with 3 peers →

Moravian Village of Bethlehem Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Dennis G Foster Jr Dds PA 401(k) Profit Sharing Plan & Trust in MD ($997K); by covered participants it is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Moravian Village of Bethlehem Retirement Plan assets move in 2023? ▼
Moravian Village of Bethlehem Retirement Plan surged - up 59.5% during 2023, from $625K to $997K. Reported net income was $372K.
How have Moravian Village of Bethlehem plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moravian Village of Bethlehem's sponsor-wide assets grew 86.6%, from $625K to $1M.
Where does Moravian Village of Bethlehem Retirement Plan rank by assets among Form 5500 filers? ▼
Moravian Village of Bethlehem Retirement Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Moravian Village of Bethlehem Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dennis G Foster Jr Dds PA 401(k) Profit Sharing Plan & Trust in MD ($997K, 29 participants).
Which 401(k) plans cover a similar participant headcount to Moravian Village of Bethlehem Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 participants, N/A 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 233022262.

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.