Valley Forge Educational Services403(b)
VALLEY FORGE EDUCATIONAL SERVICES TIAA-CREF SECTION 403 B DC RETIREMENT PLAN · MALVERN, PA · plan year 2024
Valley Forge Educational Services's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $21,948,422 across 405 participant accounts, with employer contributions averaging $3,649 per active participant. See methodology for what Form 5500 does and doesn't capture.
The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 1,459th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,532nd of 3,091 in educational services. In 2024, the employer put in $4.50 for every $1.00 employees contributed themselves; active participation has grown from 199 to 241 since 2022.
Valley Forge Educational Services's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
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Source: U.S. Department of Labor, Form 5500 series, EIN 236050757 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.