Profit Sharing · DOL Form 5500 · 2023
Valley Forge Military Academy Foundation Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 164
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $30,823
- Avg per participant Low balance/head
Official DOL plan name: Valley Forge Military Academy Foundation Retirement Plan · Sponsored by Valley Forge Military Academy Foundation · Pennsylvania · Educational Services
$5M in assets, 164 participants
Valley Forge Military Academy Foundation's Valley Forge Military Academy Foundation Retirement Plan reported $5M in total assets and 164 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.
- #1,109 in Educational Services (3,735 peers)
Coverage in Pennsylvania
Valley Forge Military Academy Foundation Retirement Plan covers 164 participants in Pennsylvania, about 20% of the average Pennsylvania filer (state average ~822 per filing). Assets: $5M.
- #1,109
- in Educational Services (3,735 peers)
- -8.7%
- assets change YoY
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.
Valley Forge Military Academy Foundation Retirement Plan's mid-pack asset rank among Educational Services and all filers
Valley Forge Military Academy Foundation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,054,929 45th percentile higher than 45% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Valley Forge Military Academy Foundation 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. Valley Forge Military Academy Foundation Retirement Plan sits mid-pack in the medium band (164 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Valley Forge Military Academy Foundation Retirement Plan reported net income fell from $460K in the plan year 2022 filing to -$483K in the plan year 2023 filing.
- Valley Forge Military Academy Foundation Retirement Plan reported participants fell from 187 in the plan year 2022 filing to 164 in the plan year 2023 filing.
- Valley Forge Military Academy Foundation Retirement Plan end-of-year assets fell from $6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 231178880 · Valley Forge Military Academy Foundation PY 2023 · Profit Sharing
Valley Forge Military Academy Foundation Retirement Plan · $5M · 164 · 45th
- RANK $5M
- PHOTO 164
- IND 45th
- EOY Profit Sharing
- 5500 near Allwell Behavioral Health Services Gain Sharing Plan
- ASSETS ind #1109
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 →
Valley Forge Military Academy Foundation Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$483K |
| Employer EIN | 231178880 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Valley Forge Military Academy Foundation)
Sponsor-wide plan assets over time
All Valley Forge Military Academy Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $2K 99.98222571345505% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 299 | $10M |
| 2023 | 2 | 268 | $5M |
| 2024 | 1 | 19 | $2K |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- 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
Valley Forge Military Academy Foundation Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Allwell Behavioral Health Services Gain Sharing Plan in OH ($5M); by covered participants it is Northeast Ohio Neighborhood Health Services, Inc. Profit Sharing Plan in OH (164 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (164 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.