Profit Sharing · DOL Form 5500 · 2024
Lenape Valley Foundation Profit Sharing Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 402
- Participants Below avg headcount
- 59th
- Percentile by assets National rank
- $28,599
- Avg per participant Low balance/head
Official DOL plan name: Lenape Valley Foundation 403b Plan · Sponsored by Lenape Valley Foundation · Pennsylvania · Educational Services
$11M in assets, 402 participants
Lenape Valley Foundation's Lenape Valley Foundation 403b Plan reported $11M in total assets and 402 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- #1,521 in Educational Services (3,638 peers)
Coverage in Pennsylvania
Lenape Valley Foundation 403b Plan covers 402 participants in Pennsylvania, about 49% of the average Pennsylvania filer (state average ~822 per filing). Assets: $11M.
- #1,521
- in Educational Services (3,638 peers)
- +16.2%
- assets growth YoY
Lenape Valley Foundation 403b Plan's mid-pack asset rank among Educational Services and all filers
Lenape Valley Foundation 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,496,603 Top 41% higher than 59% 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
Lenape Valley Foundation 403b 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. Lenape Valley Foundation 403b Plan sits mid-pack in the medium band (402 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lenape Valley Foundation 403b Plan reported net income rose from $834K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Lenape Valley Foundation 403b Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Lenape Valley Foundation 403b Plan reported participants rose from 350 in the plan year 2023 filing to 402 in the plan year 2024 filing.
DOL schedule card
Filing strip 231914438 · Lenape Valley Foundation PY 2024 · Profit Sharing
Lenape Valley Foundation 403b Plan · $11M · 402 · 59th
- TYPE $11M
- TYPE 402
- TYPE 59th
- TYPE Profit Sharing
- TYPE near Elite 401(k) Plan
- TYPE ind #1521
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 →
Lenape Valley Foundation 403b Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 231914438 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lenape Valley Foundation)
Sponsor-wide plan assets over time
All Lenape Valley Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 26.838409545656344% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 325 | $9M |
| 2023 | 1 | 350 | $10M |
| 2024 | 1 | 402 | $11M |
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
Lenape Valley Foundation 403b Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Elite 401(k) Plan in TX ($11M); by covered participants it is 403(b) Retirement Plan of Mercy Ships in TX (402 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Elite 401(k) Plan (TX) $11M · 286
- North Country Family Health Center 403(b) Plan (NY) $11M · 157
- Alopexx, Inc Retirement Plan (MA) $11M · 1
- Eifert, French & Company, Inc. Profit Sharing Plan (NY) $12M · 43
Similar participant headcount
Nearest other-state filings by covered participants (402 participants); asset peers above are excluded.
- 403(b) Retirement Plan of Mercy Ships (TX) 402 · 0 off
- Auto Investment, Inc. 401(k) Plan (AL) 401 · 1 off
- Eclc of New Jersey Retirement Plan (NJ) 401 · 1 off
- Joe's Stone Crabs, Inc Profit Sharing Plan (FL) 401 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.