Other · DOL Form 5500 · 2024

Delaware Valley University Retirement Plan

Data updated 2026-08-25

$94M
Total assets Below avg plan size
341
Participants Below avg headcount
90th
Percentile by assets National rank
$274,468
Avg per participant High balance/head
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Official DOL plan name: Delaware Valley University DC Plan · Sponsored by Delaware Valley University · Pennsylvania · Educational Services

$94M in assets, 341 participants

Delaware Valley University's Delaware Valley University DC Plan reported $94M in total assets and 341 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #2,985 in Educational Services (3,638 peers)

Coverage in Pennsylvania

Delaware Valley University DC Plan covers 341 participants in Pennsylvania, about 42% of the average Pennsylvania filer (state average ~822 per filing). Assets: $94M.

#2,985
in Educational Services (3,638 peers)
+8.8%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Delaware Valley University DC Plan's outsized position by total assets

Delaware Valley University DC Plan vs every filed plan by assets

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

$93,593,436 Top 10% higher than 90% 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

Delaware Valley University DC 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. Delaware Valley University DC Plan sits mid-pack in the medium band (341 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Delaware Valley University DC Plan reported net income fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Delaware Valley University DC Plan reported participants rose from 311 in the plan year 2023 filing to 341 in the plan year 2024 filing.
  • Delaware Valley University DC Plan end-of-year assets rose from $86M in the plan year 2023 filing to $94M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 231352665 · Delaware Valley University PY 2024 · Other

Delaware Valley University DC Plan · $94M · 341 · 90th

  • 5500 $94M
  • ASSETS 341
  • PCT 90th
  • EIN Other
  • RANK near Abraham Joshua Heschel School Defined Contribution Retirement Plan
  • PHOTO ind #2985

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 →

Delaware Valley University DC Plan in the asset neighbourhood

Anderson Healthcare 403(b) PlanAnderson Healthcare 403(b) P…$94MAbraham Joshua Heschel School Defined Contribution Retirement PlanAbraham Joshua Heschel Schoo…$94MDelaware Valley University DC PlanDelaware Valley University D…$94MNorthfield Mount Hermon Retirement Savings and Investment PlanNorthfield Mount Hermon Reti…$93MAsia Foundation Defined Contribution Retirement PlanAsia Foundation Defined Cont…$93M
End-of-year total assets ($M) among Delaware Valley University DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$86M
Net Assets (End of Year)$94M
Net Income$8M
Employer EIN231352665
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Delaware Valley University)

Sponsor-wide plan assets over time

All Delaware Valley University plans reported in each filing year

Latest sponsor-wide plan assets
$94M 57.254880539991994% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $59.5M $93.6M ▲ +57.2%
Year Plans Participants Total Assets
2022 1 295 $60M
2023 1 311 $86M
2024 1 341 $94M

Nearby Other Plans in Pennsylvania

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

Delaware Valley University DC Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Delaware Valley University DC Plan, Total assets ($B): 0.093593436 · Participants: 341Delaware Valley University DC 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
Delaware Valley University DC Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

Delaware Valley University DC Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Abraham Joshua Heschel School Defined Contribution Retirement Plan in NY ($94M); by covered participants it is Mount St. Joseph University Defined Contribution Plan in OH (341 participants). Same-state nearby plans are listed separately above.

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 Delaware Valley University DC Plan assets move in 2024?
Delaware Valley University DC Plan grew at a solid clip - up 8.8% during 2024, from $86M to $94M. Reported net income was $8M.
How have Delaware Valley University plan assets changed over time?
Across 3 plan years on file (2022-2024), Delaware Valley University's sponsor-wide assets grew 57.3%, from $60M to $94M.
Where does Delaware Valley University DC Plan rank by assets among Form 5500 filers?
Delaware Valley University DC Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Delaware Valley University DC Plan?
Among Other plans in other states, the closest by assets is Abraham Joshua Heschel School Defined Contribution Retirement Plan in NY ($94M, 287 participants).
Which Other plans cover a similar participant headcount to Delaware Valley University DC Plan?
Among Other plans in other states, the closest by covered participants is Mount St. Joseph University Defined Contribution Plan in OH (341 participants, $66M in assets).