Profit Sharing · DOL Form 5500 · 2024
Valley Forge Military Academy Foundation Profit Sharing Plan
Data updated 2026-08-25
- $2K
- Total assets Small plan by assets
- 19
- Participants Small participant base
- 1st
- Percentile by assets National rank
- $97
- 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
$2K in assets, 19 participants
Valley Forge Military Academy Foundation's Valley Forge Military Academy Foundation Retirement Plan reported $2K in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 1st 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.
- #23 in Educational Services (3,638 peers)
Valley Forge Military Academy Foundation multi-year trail
Valley Forge Military Academy Foundation's plans moved -100.0% in assets from 2022 to 2024; this filing shows Valley Forge Military Academy Foundation Retirement Plan at $2K / 19 participants.
- #23
- in Educational Services (3,638 peers)
- -97.3%
- assets change YoY
The plan reported a net loss of $67K 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 among the smaller filed plans by assets
Valley Forge Military Academy Foundation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,850 1st percentile higher than 1% 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
Valley Forge Military Academy Foundation Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valley Forge Military Academy Foundation Retirement Plan is a small filing (19 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Valley Forge Military Academy Foundation Retirement Plan end-of-year assets fell from $5M in the plan year 2023 filing to $2K in the plan year 2024 filing.
- Valley Forge Military Academy Foundation Retirement Plan reported participants fell from 164 in the plan year 2023 filing to 19 in the plan year 2024 filing.
- Valley Forge Military Academy Foundation Retirement Plan reported net income rose from -$483K in the plan year 2023 filing to -$67K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 231178880 · Valley Forge Military Academy Foundation PY 2024 · Profit Sharing
Valley Forge Military Academy Foundation Retirement Plan · $2K · 19 · 1st
- VS-ST $2K
- BOY 19
- SCH 1st
- EBSA Profit Sharing
- PART near Joe Inc Enterprises Profit Sharing Plan
- TYPE ind #23
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
Valley Forge Military Academy Foundation multi-year asset trail
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 |
Valley Forge Military Academy Foundation filing trail (2024)
| Total Assets (Beginning of Year) | $69K |
|---|---|
| Net Assets (End of Year) | $2K |
| Net Income | -$67K |
| Employer EIN | 231178880 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
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 $2.2B · 14,807
- University of Pennsylvania Basic Plan $2.0B · 21,954
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.3B · 3,927
- Temple University Health System, Inc. Defined Contribution Retirement Plan $876M · 10,394
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $781M · 2,477
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 Joe Inc Enterprises Profit Sharing Plan in CA ($2K); by covered participants it is V Dudziak Inc. Retirement Plan in CA (19 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2K here).
Similar participant headcount
Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.
- V Dudziak Inc. Retirement Plan (CA) 19 · 0 off
- Porter Auto Body Charleston, Inc. Profit Sharing (IL) 19 · 0 off
- Imperial Custom Cabinets, Inc. Profit Sharing Plan (CA) 19 · 0 off
- Bossert Logistics Inc Retirement Plan (SC) 19 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.