Plan5500

Malvern, PA Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Malvern, PA has 234 loaded benefit plan(s) reported by 186 plan sponsor(s), with $2,046,601,705,800 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
234
Plan sponsors
186
Latest filing year
2023

What stands out in Malvern

  • 234 loaded plans hold $2T in reported assets across 186 sponsors.
  • The largest, Vanguard Fiduciary Trust Company Institutional Total International Stock Market Index Trust Ii, holds 11% of reported Malvern plan assets.
  • Plans cover 242,043 participants — about 1,034 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • 21% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2TSummed across loaded plans$2,041,528,024,160
Total reported assets$2T$2,046,601,705,800
Total reported participants242K242,043
Total reported liabilities$5.1B$5,073,681,640

Reported net position

Reported assets = net assets + liabilities (summed)$2T total assets
Net assets$2TLiabilities$5.1B
Contributions & income
Employer contributions$576.6M
Participant contributions$612.9M
Total income / additions$309.2B
Expenses & distributions
Benefits paid / distributions$1.7B
Total expenses$2.1B
Net increase / (decrease)$307.2B

Data coverage

Plans with financial statements187 / 234 (80%)
Plans with provider compensation50 / 234 (21%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Malvern, PA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Malvern market comparison

Largest plan share of assets11%Vanguard Fiduciary Trust Company Institutional Total International Stock Market Index Trust Ii
Participants per plan1,034Average across loaded plans
Plan sponsors186
Ranked by reported assets

Largest loaded plans in Malvern

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Vanguard Fiduciary Trust Company Institutional Total International Stock Market Index Trust Ii$223.1B
    Vanguard Fiduciary Trust Company · 2023
  2. 2
    Vftc Institutional 500 Index Trust$141.9B
    Vanguard Fiduciary Trust Company · 2023
  3. 3
    Vanguard Fiduciary Trust Company Target Retirement 2035 Master Trust$105.1B
    Vanguard Fiduciary Trust Company · 2023
  4. 4
    Vanguard Fiduciary Trust Company Target Retirement 2030 Master Trust$99.9B
    Vanguard Fiduciary Trust Company · 2023
  5. 5
    Vanguard Fiduciary Trust Company Target Retirement 2040 Master Trust$96.8B
    Vanguard Fiduciary Trust Company · 2023
  6. 6
    Vanguard Fiduciary Trust Company Target Retirement 2045 Master Trust$95.7B
    Vanguard Fiduciary Trust Company · 2023
  7. 7
    Vanguard Fiduciary Trust Company Target Retirement 2050 Master Trust$85.9B
    Vanguard Fiduciary Trust Company · 2023
  8. 8
    Vanguard Fiduciary Trust Company Target Retirement 2025 Master Trust$74.3B
    Vanguard Fiduciary Trust Company · 2023
  9. 9
    Vanguard Fiduciary Trust Company Target Retirement 2055 Master Trust$61.6B
    Vanguard Fiduciary Trust Company · 2023
  10. 10
    Vanguard Fiduciary Trust Company Target Retirement 2060 Master Trust$33.5B
    Vanguard Fiduciary Trust Company · 2023
  11. 11
    Vanguard Fiduciary Trust Company Institutional Total International Stock Market Index Trust$32.3B
    Vanguard Fidcuary Trust Company · 2023
  12. 12
    Vanguard Fiduciary Trust Company Target Retirement 2020 Master Trust$31.9B
    Vanguard Fiduciary Trust Company · 2023
  13. 13
    Vftc Institutional Total Bond Market Index Trust$30.6B
    Vanguard Fiduciary Trust Company · 2023
  14. 14
    Vftc Institutional Total Stock Market Index Trust$29.6B
    Vanguard Fiduciary Trust Company · 2023
  15. 15
    Vftc Institutional Extended Market Index Trust$28.4B
    Vanguard Fiduciary Trust Company · 2023
  16. 16
    Vanguard Fiduciary Trust Company Target Retirement 2035 Trust Select$26.7B
    Vanguard Fiduciary Trust Company · 2023
  17. 17
    Vanguard Fiduciary Trust Company Target Retirement 2050 Trust$25.3B
    Vanguard Fiduciary Trust Company · 2023
  18. 18
    Vanguard Fiduciary Trust Company Target Retirement 2045 Trust$24.9B
    Vanguard Fiduciary Trust Company · 2023
  19. 19
    Vanguard Fiduciary Trust Company Target Retirement 2030 Trust Select$24.8B
    Vanguard Fiduciary Trust Company · 2023
  20. 20
    Vanguard Employee Benefit Index Fund$24.2B
    Vanguard Fiduciary Trust Company · 2023
  21. 21
    Vftc Retirement Savings Master Trust$23.9B
    Vanguard Fiduciary Trust Company · 2023
  22. 22
    Vanguard Fiduciary Trust Company Target Retirement 2040 Trust Select$23.2B
    Vanguard Fiduciary Trust Company · 2023
  23. 23
    Vanguard Fiduciary Trust Company Target Retirement 2040 Trust$23.1B
    Vanguard Fiduciary Trust Company · 2023
  24. 24
    Vanguard Fiduciary Trust Company Target Retirement Income Master Trust$22.9B
    Vanguard Fiduciary Trust Company · 2023
  25. 25
    Vanguard Fiduciary Trust Company Target Retirement 2045 Trust Select$22.7B
    Vanguard Fiduciary Trust Company · 2023

Largest plans in Malvern → · Malvern plans by participants → · Malvern plans with financial data → · Malvern plans with provider compensation → · $1B+ plans in Malvern →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Malvern, PA?
234 plan(s) reported by 186 sponsor(s) are loaded for Malvern, PA.

Related Form 5500 pages