Other · DOL Form 5500 · 2024

Association of Delaware Valley Independent Schools Retirement Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
313
Participants Below avg headcount
84th
Percentile by assets National rank
$153,623
Avg per participant Above avg balance/head
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Official DOL plan name: Association of Delaware Valley Independent Schools Multiple Employer Plan · Sponsored by Association of Delaware Valley Independent Schools · Pennsylvania · Educational Services

$48M in assets, 313 participants

Association of Delaware Valley Independent Schools's Association of Delaware Valley Independent Schools Multiple Employer Plan reported $48M in total assets and 313 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,595 in Educational Services (3,638 peers)

Coverage in Pennsylvania

Association of Delaware Valley Independent Schools Multiple Employer Plan covers 313 participants in Pennsylvania, about 38% of the average Pennsylvania filer (state average ~822 per filing). Assets: $48M.

#2,595
in Educational Services (3,638 peers)
-0.6%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $306K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Association of Delaware Valley Independent Schools Multiple Employer Plan's outsized position by total assets

Association of Delaware Valley Independent Schools Multiple Employer Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$48,084,118 Top 16% higher than 84% of 123,620 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 2024

Association of Delaware Valley Independent Schools Multiple Employer Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Association of Delaware Valley Independent Schools Multiple Employer Plan sits mid-pack in the medium band (313 participants).

Published 5500 schedule card

Filing strip 232163568 · Association of Delaware Valley Independent Schools PY 2024 · Other

Association of Delaware Valley Independent Schools Multiple Employer Plan · $48M · 313 · 84th

  • RANK $48M
  • PHOTO 313
  • IND 84th
  • EOY Other
  • 5500 near Albertus Magnus College DC Retirement Plan
  • ASSETS ind #2595

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 →

Association of Delaware Valley Independent Schools Multiple Employer Plan in the asset neighbourhood

Albertus Magnus College DC Retirement PlanAlbertus Magnus College DC R…$48MAssociation of Delaware Valley Independent Schools Multiple Employer PlanAssociation of Delaware Vall…$48MEducause DC Plan$48MWestridge School Defined Contribution Retirement PlanWestridge School Defined Con…$48MTiegerman School Employees Retirement PlanTiegerman School Employees R…$48M
End-of-year total assets ($M) among Association of Delaware Valley Independent Schools Multiple Employer Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$48M
Net Income-$306K
Employer EIN232163568
Plan Effective Date2024-12-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Pennsylvania

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

Association of Delaware Valley Independent Schools Multiple Employer Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Association of Delaware Valley Independent Schools Multiple Employer Plan, Total assets ($B): 0.048084118 · Participants: 313Association of Delaware Valley Independent Schools Multiple Employer PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.986767736 · Participants: 22110The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.728641608 · Participants: 78872Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.552304662 · Participants: 43405The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.817739782 · Participants: 6772Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.792479411 · Participants: 17497Jefferson Defined Contribution Retirement Plan
Association of Delaware Valley Independent Schools Multiple Employer Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

Association of Delaware Valley Independent Schools Multiple Employer Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Albertus Magnus College DC Retirement Plan in CT ($48M); by covered participants it is Island Peer Review Organization, Inc. Tax Deferred Annuity Plan in NY (313 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($48M here).

Similar participant headcount

Nearest other-state filings by covered participants (313 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Association of Delaware Valley Independent Schools Multiple Employer Plan assets move in 2024?
Association of Delaware Valley Independent Schools Multiple Employer Plan held essentially flat - down 0.6% during 2024, from $48M to $48M. Reported net income was -$306K.
Where does Association of Delaware Valley Independent Schools Multiple Employer Plan rank by assets among Form 5500 filers?
Association of Delaware Valley Independent Schools Multiple Employer Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Association of Delaware Valley Independent Schools Multiple Employer Plan?
Among Other plans in other states, the closest by assets is Albertus Magnus College DC Retirement Plan in CT ($48M, 147 participants).
Which Other plans cover a similar participant headcount to Association of Delaware Valley Independent Schools Multiple Employer Plan?
Among Other plans in other states, the closest by covered participants is Island Peer Review Organization, Inc. Tax Deferred Annuity Plan in NY (313 participants, $63M in assets).