How big is Willow Valley Communities' plan?

Willow Valley Communities' plan reported $504K in assets and 1 participants for 2024.

Original filing (PDF)20250917083007NAL0000590546002

Willow Valley Communities

Name: Willow Valley Communities — Willow Valley Retirement, Form 5500 (2024)
Creator: Willow Valley Communities
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Willow Valley Retirement Communities Section 457B Deferred Compensation Plan

Defined-contribution retirement plan · Willow Valley Communities' Willow Valley Retirement Communities Section 457B Deferred Compensation Plan held $504K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$504K

Net assets (EOY)

$504K

People on this filing

Scott Summy signed Willow Valley Communities' 2024 Form 5500 as plan administrator.

Scott Summy — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Willow Valley Communities' EIN is 23-2226098.

EIN 23-2226098

Plan number 002

Plan year 2024

ACK ID 20250917083007NAL0000590546002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Willow Valley Communities from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLOW VALLEY COMMUNITIES.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

WILLOW VALLEY COMMUNITIES

EIN

all filings

Address

100 WILLOW VALLEY LAKES DR · WILLOW STREET, PA · 175849456

Phone

(717) 464-2741

Industry

Health Care & Social Assistance

Plan administrator