401(k) · DOL Form 5500 · 2023

Malvern Preparatory School 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
208
Participants Below avg headcount
77th
Percentile by assets National rank
$126,788
Avg per participant Near avg balance/head
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Official DOL plan name: Malvern Preparatory School 403(b)(7) Plan · Sponsored by Malvern Preparatory School · Pennsylvania · Educational Services

$26M in assets, 208 participants

Malvern Preparatory School's Malvern Preparatory School 403(b)(7) Plan reported $26M in total assets and 208 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #2,299 in Educational Services (3,735 peers)

Coverage in Pennsylvania

Malvern Preparatory School 403(b)(7) Plan covers 208 participants in Pennsylvania, about 25% of the average Pennsylvania filer (state average ~822 per filing). Assets: $26M.

#2,299
in Educational Services (3,735 peers)
+7.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Malvern Preparatory School 403(b)(7) Plan's outsized position by total assets

Malvern Preparatory School 403(b)(7) Plan vs every filed plan by assets

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

$26,372,005 Top 23% higher than 77% 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

Malvern Preparatory School 403(b)(7) 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. Malvern Preparatory School 403(b)(7) Plan sits mid-pack in the medium band (208 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Malvern Preparatory School 403(b)(7) Plan reported participants rose from 137 in the plan year 2022 filing to 208 in the plan year 2023 filing.
  • Malvern Preparatory School 403(b)(7) Plan reported net income fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Malvern Preparatory School 403(b)(7) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $26M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 231352658 · Malvern Preparatory School PY 2023 · 401(k)

Malvern Preparatory School 403(b)(7) Plan · $26M · 208 · 77th

  • EBSA $26M
  • PART 208
  • TYPE 77th
  • NET 401(k)
  • BOOK near Lone Star Circle of Care 403(b) Employees' Retirement Plan
  • VS-ST ind #2299

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 →

Malvern Preparatory School 403(b)(7) Plan in the asset neighbourhood

Malvern Preparatory School 403(b)(7) PlanMalvern Preparatory School 4…$26MLone Star Circle of Care 403(b) Employees' Retirement PlanLone Star Circle of Care 403…$26MHarris Group Deferred Income Plan and TrustHarris Group Deferred Income…$26MMol-Son, LLC. Employees' Retirement - 401(k) Savings PlanMol-Son, LLC. Employees' Ret…$26MLivingston Healthcare 401(k) PlanLivingston Healthcare 401(k)…$26M
End-of-year total assets ($M) among Malvern Preparatory School 403(b)(7) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$26M
Net Income$2M
Employer EIN231352658
Plan Effective Date1985-09-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Malvern Preparatory School)

Sponsor-wide plan assets over time

All Malvern Preparatory School plans reported in each filing year

Latest sponsor-wide plan assets
$29M 17.5995315652567% vs 2022
2024 filing year
$24M$26M$28M$30M 202220232024 $24.5M $28.8M ▲ +17.6%
Year Plans Participants Total Assets
2022 1 137 $24M
2023 1 208 $26M
2024 1 217 $29M

Nearby 401(k) Plans in Pennsylvania

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

Malvern Preparatory School 403(b)(7) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Malvern Preparatory School 403(b)(7) Plan, Total assets ($B): 0.026372005 · Participants: 208Malvern Preparatory School 403(b)(7) 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
Malvern Preparatory School 403(b)(7) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Malvern Preparatory School 403(b)(7) Plan side-by-side with 3 peers →

Malvern Preparatory School 403(b)(7) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Lone Star Circle of Care 403(b) Employees' Retirement Plan in TX ($26M); by covered participants it is Dippin' Dots, LLC 401(k) Profit Sharing Plan in KY (208 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (208 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 Malvern Preparatory School 403(b)(7) Plan assets move in 2023? ▼
Malvern Preparatory School 403(b)(7) Plan grew at a solid clip - up 7.7% during 2023, from $24M to $26M. Reported net income was $2M.
How have Malvern Preparatory School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Malvern Preparatory School's sponsor-wide assets grew 17.6%, from $24M to $29M.
Where does Malvern Preparatory School 403(b)(7) Plan rank by assets among Form 5500 filers? ▼
Malvern Preparatory School 403(b)(7) Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Malvern Preparatory School 403(b)(7) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lone Star Circle of Care 403(b) Employees' Retirement Plan in TX ($26M, 676 participants).
Which 401(k) plans cover a similar participant headcount to Malvern Preparatory School 403(b)(7) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dippin' Dots, LLC 401(k) Profit Sharing Plan in KY (208 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 231352658.

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.