401(k) · DOL Form 5500 · 2024

Malvern Preparatory School 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
217
Participants Below avg headcount
77th
Percentile by assets National rank
$132,757
Avg per participant Near avg balance/head
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Official DOL plan name: Malvern Preparatory School 403(b)(7) Plan · Sponsored by Malvern Preparatory School · Pennsylvania · Educational Services

$29M in assets, 217 participants

Malvern Preparatory School's Malvern Preparatory School 403(b)(7) Plan reported $29M in total assets and 217 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #2,222 in Educational Services (3,638 peers)

Coverage in Pennsylvania

Malvern Preparatory School 403(b)(7) Plan covers 217 participants in Pennsylvania, about 26% of the average Pennsylvania filer (state average ~822 per filing). Assets: $29M.

#2,222
in Educational Services (3,638 peers)
+9.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Malvern Preparatory School 403(b)(7) Plan's outsized position by total assets

Malvern Preparatory School 403(b)(7) Plan vs every filed plan by assets

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

$28,808,242 Top 23% higher than 77% 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

Malvern Preparatory School 403(b)(7) 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. Malvern Preparatory School 403(b)(7) Plan sits mid-pack in the medium band (217 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Malvern Preparatory School 403(b)(7) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Malvern Preparatory School 403(b)(7) Plan end-of-year assets rose from $26M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • Malvern Preparatory School 403(b)(7) Plan reported participants rose from 208 in the plan year 2023 filing to 217 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 231352658 · Malvern Preparatory School PY 2024 · 401(k)

Malvern Preparatory School 403(b)(7) Plan · $29M · 217 · 77th

  • EBSA $29M
  • PART 217
  • TYPE 77th
  • NET 401(k)
  • BOOK near Legacy Partners Realty Inc Retirement Plan
  • VS-ST ind #2222

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 →

Malvern Preparatory School 403(b)(7) Plan in the asset neighbourhood

Malvern Preparatory School 403(b)(7) PlanMalvern Preparatory School 4…$29MLegacy Partners Realty Inc Retirement PlanLegacy Partners Realty Inc R…$29MAngel Oak Companies 401(k) Profit Sharing PlanAngel Oak Companies 401(k) P…$29MFreedom Technology Solutions Group, LLC 401(k) Profit Sharing PlanFreedom Technology Solutions…$29MStar Leasing Company, LLC 401(k) PlanStar Leasing Company, LLC 40…$29M
End-of-year total assets ($M) among Malvern Preparatory School 403(b)(7) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$29M
Net Income$2M
Employer EIN231352658
Plan Effective Date1985-09-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Malvern Preparatory School)

Sponsor-wide plan assets over time

All Malvern Preparatory School plans reported in each filing year

Latest sponsor-wide plan assets
$29M 17.5995315652567% vs 2022
2024 filing year
$24M$26M$28M$30M 202220232024 $24.5M $28.8M ▲ +17.6%
Year Plans Participants Total Assets
2022 1 137 $24M
2023 1 208 $26M
2024 1 217 $29M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Malvern Preparatory School 403(b)(7) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Malvern Preparatory School 403(b)(7) Plan, Total assets ($B): 0.028808242 · Participants: 217Malvern Preparatory School 403(b)(7) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Malvern Preparatory School 403(b)(7) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Malvern Preparatory School 403(b)(7) Plan side-by-side with 3 peers →

Malvern Preparatory School 403(b)(7) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Legacy Partners Realty Inc Retirement Plan in CA ($29M); by covered participants it is Bell Pump Service Company, Inc. 401(k) Profit Sharing Plan in CT (217 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (217 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 Malvern Preparatory School 403(b)(7) Plan assets move in 2024? ▼
Malvern Preparatory School 403(b)(7) Plan grew at a solid clip - up 9.2% during 2024, from $26M to $29M. Reported net income was $2M.
How have Malvern Preparatory School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Malvern Preparatory School's sponsor-wide assets grew 17.6%, from $24M to $29M.
Where does Malvern Preparatory School 403(b)(7) Plan rank by assets among Form 5500 filers? ▼
Malvern Preparatory School 403(b)(7) Plan ranks in the 77th 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 401(k) plans are similar in size to Malvern Preparatory School 403(b)(7) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Legacy Partners Realty Inc Retirement Plan in CA ($29M, 342 participants).
Which 401(k) plans cover a similar participant headcount to Malvern Preparatory School 403(b)(7) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bell Pump Service Company, Inc. 401(k) Profit Sharing Plan in CT (217 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231352658.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.