Profit Sharing · DOL Form 5500 · 2023

Lenape Valley Foundation Profit Sharing Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
350
Participants Below avg headcount
58th
Percentile by assets National rank
$28,279
Avg per participant Low balance/head
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Official DOL plan name: Lenape Valley Foundation 403b Plan · Sponsored by Lenape Valley Foundation · Pennsylvania · Educational Services

$10M in assets, 350 participants

Lenape Valley Foundation's Lenape Valley Foundation 403b Plan reported $10M in total assets and 350 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #1,550 in Educational Services (3,735 peers)

Coverage in Pennsylvania

Lenape Valley Foundation 403b Plan covers 350 participants in Pennsylvania, about 43% of the average Pennsylvania filer (state average ~822 per filing). Assets: $10M.

#1,550
in Educational Services (3,735 peers)
+9.2%
assets growth YoY

Lenape Valley Foundation 403b Plan's mid-pack asset rank among Educational Services and all filers

Lenape Valley Foundation 403b Plan vs every filed plan by assets

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

$9,897,725 Top 42% higher than 58% 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

Lenape Valley Foundation 403b 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. Lenape Valley Foundation 403b Plan sits mid-pack in the medium band (350 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lenape Valley Foundation 403b Plan reported net income fell from $1M in the plan year 2022 filing to $834K in the plan year 2023 filing.
  • Lenape Valley Foundation 403b Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Lenape Valley Foundation 403b Plan reported participants rose from 325 in the plan year 2022 filing to 350 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 231914438 · Lenape Valley Foundation PY 2023 · Profit Sharing

Lenape Valley Foundation 403b Plan · $10M · 350 · 58th

  • ASSETS $10M
  • ASSETS 350
  • ASSETS 58th
  • ASSETS Profit Sharing
  • ASSETS near International Union of Operating Engineers Staff Retirement Plan
  • ASSETS ind #1550

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 →

Lenape Valley Foundation 403b Plan in the asset neighbourhood

Pan American Grain Retirement & Savings PlanPan American Grain Retiremen…$10MLenape Valley Foundation 403b PlanLenape Valley Foundation 403…$10MInternational Union of Operating Engineers Staff Retirement PlanInternational Union of Opera…$10MPioneer Wholesale Meat Company Profit Sharing Plan & TrustPioneer Wholesale Meat Compa…$10MRolls Anderson & Rolls Profit Sharing PlanRolls Anderson & Rolls Profi…$10M
End-of-year total assets ($M) among Lenape Valley Foundation 403b Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$834K
Employer EIN231914438
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lenape Valley Foundation)

Sponsor-wide plan assets over time

All Lenape Valley Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$11M 26.838409545656344% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $9.06M $11.5M ▲ +26.9%
Year Plans Participants Total Assets
2022 1 325 $9M
2023 1 350 $10M
2024 1 402 $11M

Nearby Profit Sharing Plans in Pennsylvania

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

Lenape Valley Foundation 403b Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Lenape Valley Foundation 403b Plan, Total assets ($B): 0.009897725 · Participants: 350Lenape Valley Foundation 403b PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Lenape Valley Foundation 403b Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Lenape Valley Foundation 403b Plan side-by-side with 3 peers →

Lenape Valley Foundation 403b Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is International Union of Operating Engineers Staff Retirement Plan in DC ($10M); by covered participants it is The North Fork Express/Montauk Bus Companies 401(k) Savings Plan in NY (350 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (350 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 Lenape Valley Foundation 403b Plan assets move in 2023? ▼
Lenape Valley Foundation 403b Plan grew at a solid clip - up 9.2% during 2023, from $9M to $10M. Reported net income was $834K.
How have Lenape Valley Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lenape Valley Foundation's sponsor-wide assets grew 26.8%, from $9M to $11M.
Which Profit Sharing plans are similar in size to Lenape Valley Foundation 403b Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is International Union of Operating Engineers Staff Retirement Plan in DC ($10M, 120 participants).
Which Profit Sharing plans cover a similar participant headcount to Lenape Valley Foundation 403b Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is The North Fork Express/Montauk Bus Companies 401(k) Savings Plan in NY (350 participants, $1M 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 231914438.

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.