How big is The Valley Foundation's plan?

The Valley Foundation's plan reported $7.1M in assets and 47 participants for 2024.

Original filing (PDF)20250926125010NAL0021702066001

The Valley Foundation

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

Form 5500-SF

FILING_RECEIVED

The Valley Foundation Defined Contribution Retirement Plan

403(b) retirement plan · The Valley Foundation's The Valley Foundation Defined Contribution Retirement Plan held $7.1M in plan assets for 47 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

People on this filing

W. Scott Bence signed The Valley Foundation's 2024 Form 5500 as plan administrator.

W. Scott Bence — 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

The Valley Foundation's EIN is 23-7352886.

EIN 23-7352886

Plan number 001

Plan year 2024

ACK ID 20250926125010NAL0021702066001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Valley Foundation's plan includes a 403(b) annuity.

Decision-maker contacts

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

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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