Profit Sharing · DOL Form 5500 · 2023
Lenape Valley Foundation Profit Sharing Plan
Data updated 2026-08-11
- $10M
- Total assets
- 350
- Participants
- 58th
- Percentile by assets
- $28,279
- Avg per participant
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.
- 58th percentile by assets (of 127,072 plans)
- #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.
- $10M
- total plan assets (2023 EOY)
- 350
- covered participants
- 58th
- percentile by assets (of 127,072 plans)
- $28,279
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Lenape Valley Foundation 403b Plan reports 350 participants - about 43% of that state average ($10M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $834K |
| Employer EIN | 231914438 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lenape Valley Foundation)
| 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
- Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Lenape Valley Foundation 403b Plan by total assets, not by location.
Frequently Asked Questions
How did Lenape Valley Foundation 403b Plan assets move in 2023? ▼
How have Lenape Valley Foundation plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Lenape Valley Foundation 403b Plan? ▼
Next read for Lenape Valley Foundation 403b Plan
Filing takeaways
Ways to act on Lenape Valley Foundation 403b Plan's numbers.
- By total assets, Lenape Valley Foundation 403b Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Pennsylvania. Compare plans
- Lenape Valley Foundation's sponsor-wide assets have grown 26.8% since 2022 across 3 plan years on file. More Educational Services plans