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
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
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
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $48M |
| Net Income | -$306K |
| Employer EIN | 232163568 |
| Plan Effective Date | 2024-12-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
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).
- Albertus Magnus College DC Retirement Plan (CT) $48M · 147
- Educause DC Plan (CO) $48M · 89
- Westridge School Defined Contribution Retirement Plan (CA) $48M · 144
- Tiegerman School Employees Retirement Plan (NY) $48M · 317
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.