Other · DOL Form 5500 · 2024
Valley Medical Facilities, Inc. Retirement Plan
Data updated 2026-08-25
- $372M
- Total assets Above avg plan size
- 2,601
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $143,135
- Avg per participant Near avg balance/head
Official DOL plan name: Heritage Valley Health System 403(b) Plan · Sponsored by Valley Medical Facilities, Inc. · Pennsylvania · Healthcare & Social Assistance
$372M in assets, 2,601 participants
Valley Medical Facilities, Inc.'s Heritage Valley Health System 403(b) Plan reported $372M in total assets and 2,601 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #16,338 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
Heritage Valley Health System 403(b) Plan covers 2,601 participants in Pennsylvania, 3.2x the typical Pennsylvania plan (state average ~822 per filing). Assets: $372M.
- #16,338
- in Healthcare & Social Assistance (16,916 peers)
- +4.3%
- assets growth YoY
- 3.7×
- vs typical plan assets (national mean)
Heritage Valley Health System 403(b) Plan's outsized position by total assets
Heritage Valley Health System 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$372,293,733 Top 4% higher than 96% 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
Heritage Valley Health System 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage Valley Health System 403(b) Plan lands in the large band (2,601 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Heritage Valley Health System 403(b) Plan reported net income fell from $29M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Heritage Valley Health System 403(b) Plan end-of-year assets rose from $357M in the plan year 2023 filing to $372M in the plan year 2024 filing.
- Heritage Valley Health System 403(b) Plan reported participants fell from 2,647 in the plan year 2023 filing to 2,601 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 251801532 · Valley Medical Facilities, Inc. PY 2024 · Other
Heritage Valley Health System 403(b) Plan · $372M · 2,601 · 96th
- TYPE $372M
- TYPE 2,601
- TYPE 96th
- TYPE Other
- TYPE near Tufts Medical Center, Inc. Retirement Savings Plan - 403(b)
- TYPE ind #16338
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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →
Heritage Valley Health System 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $357M |
|---|---|
| Net Assets (End of Year) | $372M |
| Net Income | $15M |
| Employer EIN | 251801532 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Valley Medical Facilities, Inc.)
Sponsor-wide plan assets over time
All Valley Medical Facilities, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $372M 2.8256991594090977% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,791 | $362M |
| 2023 | 2 | 2,741 | $357M |
| 2024 | 1 | 2,601 | $372M |
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
Heritage Valley Health System 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Tufts Medical Center, Inc. Retirement Savings Plan - 403(b) in MA ($373M); by covered participants it is Bozeman Health 403(b) Plan in MT (2,593 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($372M here).
- Tufts Medical Center, Inc. Retirement Savings Plan - 403(b) (MA) $373M · 1,812
- Clarkson University Pension Plan (NY) $373M · 804
- Butler University Retirement Plan (IN) $373M · 3,285
- One Brooklyn Health 403(b) Retirement Plan (NY) $374M · 4,104
Similar participant headcount
Nearest other-state filings by covered participants (2,601 participants); asset peers above are excluded.
- Bozeman Health 403(b) Plan (MT) 2,593 · 8 off
- Oneblood 403(b) Retirement Plan (FL) 2,592 · 9 off
- Emerson Health System Retirement Savings Plan (MA) 2,615 · 14 off
- Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan (VA) 2,582 · 19 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.