401(k) · DOL Form 5500 · 2023
Valley Forge Military Academy Foundation Retirement Plan
Data updated 2026-05-15
- $5M
- Total assets
- 164
- Participants
- 44th
- Percentile by assets
- $30,823
- Avg per participant
Sponsored by Valley Forge Military Academy Foundation · Pennsylvania · Educational Services
What the 2023 filing shows
Valley Forge Military Academy Foundation Retirement Plan holds $5M for 164 participants - about $30,823 per participant, in the lower half of filed plans by assets, down 8.7% over the 2023 plan year.
- $5M
- total plan assets (2023 EOY)
- 164
- covered participants
- 44th
- percentile by assets (of 126,618 plans)
- $30,823
- avg assets per participant
The plan reported a net loss of $483K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
401(k) · DOL Form 5500 · 2023
What the Filing Says About Valley Forge Military Academy Foundation Retirement Plan
Valley Forge Military Academy Foundation Retirement Plan is a 401(k) retirement plan sponsored by Valley Forge Military Academy Foundation, headquartered in Pennsylvania. According to the U.S. Department of Labor's 2023 Form 5500 filing, the plan reports $5M in total end-of-year assets and covers 164 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 231178880, and the plan has been effective since 1984-07-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets pulled back noticeably from $6M at the beginning of 2023 to $5M at year-end - down 8.7%. Net assets (after liabilities) closed the year at $5M, with reported net income of -$483K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Across the 2 plan years Valley Forge Military Academy Foundation has on file with PlainRetire (2022-2023), sponsor-wide plan assets have moved from $10M to $5M, a decline of 51.4%, while reported participants moved from 299 to 268 (-10.4%). Year-by-year, sponsor-wide filings show: 2022 - $10M in assets across 2 plans covering 299 participants; 2023 - $5M in assets across 2 plans covering 268 participants.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
How the percentile is calculated: we count every plan that filed a 2023 Form 5500 with a reported end-of-year asset figure (126,618 plans), rank Valley Forge Military Academy Foundation Retirement Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Total Assets (End of Year) | $5M |
| Net Assets (End of Year) | $5M |
| Net Income | -$483K |
| Plan Type | 401(k) |
| Employer EIN | 231178880 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Valley Forge Military Academy Foundation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 299 | $10M |
| 2023 | 2 | 268 | $5M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
- Gsk 401(k) Plan $8.1B · 11,837
Frequently Asked Questions
How much money is in the Valley Forge Military Academy Foundation Retirement Plan? ▼
What type of plan is Valley Forge Military Academy Foundation Retirement Plan? ▼
Who sponsors the Valley Forge Military Academy Foundation Retirement Plan? ▼
How did Valley Forge Military Academy Foundation Retirement Plan perform in 2023? ▼
What this filing means
Ways to act on Valley Forge Military Academy Foundation Retirement Plan's numbers.
- By total assets, Valley Forge Military Academy Foundation Retirement Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
- Valley Forge Military Academy Foundation's sponsor-wide assets have declined 51.4% since 2022 across 2 plan years on file. More Educational Services plans
- A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
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 231178880.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.