401(k) · DOL Form 5500 · 2022

Lebanon Valley Brethren Home 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
196
Participants Below avg headcount
65th
Percentile by assets National rank
$52,182
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Retirement Plan of Lebanon Valley Brethren Home · Sponsored by Lebanon Valley Brethren Home · Pennsylvania · Healthcare & Social Assistance

$10M in assets, 196 participants

Lebanon Valley Brethren Home's Retirement Plan of Lebanon Valley Brethren Home reported $10M in total assets and 196 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #14,186 in Healthcare & Social Assistance (20,060 peers)

Coverage in Pennsylvania

Retirement Plan of Lebanon Valley Brethren Home covers 196 participants in Pennsylvania, about 24% of the average Pennsylvania filer (state average ~822 per filing). Assets: $10M.

#14,186
in Healthcare & Social Assistance (20,060 peers)
-16.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan of Lebanon Valley Brethren Home's mid-pack asset rank among Healthcare & Social Assistance and all filers

Retirement Plan of Lebanon Valley Brethren Home vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$10,227,751 Top 35% higher than 65% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Retirement Plan of Lebanon Valley Brethren Home among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan of Lebanon Valley Brethren Home sits mid-pack in the medium band (196 participants).

DOL schedule card

Filing strip 237404857 · Lebanon Valley Brethren Home PY 2022 · 401(k)

Retirement Plan of Lebanon Valley Brethren Home · $10M · 196 · 65th

  • RANK $10M
  • PHOTO 196
  • IND 65th
  • EOY 401(k)
  • 5500 near Henry's Foods, Inc. Profit Sharing Plan
  • ASSETS ind #14186

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Retirement Plan of Lebanon Valley Brethren Home in the asset neighbourhood

Retirement Plan of Lebanon Valley Brethren HomeRetirement Plan of Lebanon V…$10MHenry's Foods, Inc. Profit Sharing PlanHenry's Foods, Inc. Profit S…$10MUrology Associates of Danbury, P.C. Profit Sharing PlanUrology Associates of Danbur…$10MTanvex Biopharma USA, Inc. 401(k) PlanTanvex Biopharma USA, Inc. 4…$10MPak Lite 401(k) Profit Sharing Plan and TrustPak Lite 401(k) Profit Shari…$10M
End-of-year total assets ($M) among Retirement Plan of Lebanon Valley Brethren Home and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN237404857
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lebanon Valley Brethren Home)

Sponsor-wide plan assets over time

All Lebanon Valley Brethren Home plans reported in each filing year

Latest sponsor-wide plan assets
$13M 28.949766180267783% vs 2022
2024 filing year
$9M$10M$11M$12M$13M$14M 202220232024 $10.2M $13.2M ▲ +28.9%
Year Plans Participants Total Assets
2022 1 196 $10M
2023 1 219 $12M
2024 1 224 $13M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Retirement Plan of Lebanon Valley Brethren Home vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Retirement Plan of Lebanon Valley Brethren Home, Total assets ($B): 0.010227751 · Participants: 196Retirement Plan of Lebanon Valley Brethren HomeComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Retirement Plan of Lebanon Valley Brethren Home vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Retirement Plan of Lebanon Valley Brethren Home side-by-side with 3 peers →

Retirement Plan of Lebanon Valley Brethren Home's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Henry's Foods, Inc. Profit Sharing Plan in MN ($10M); by covered participants it is G.D. Barri & Associates, Inc. 401(k) Plan in AZ (196 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (196 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Retirement Plan of Lebanon Valley Brethren Home assets move in 2022? ▼
Retirement Plan of Lebanon Valley Brethren Home declined sharply - down 16.2% during 2022, from $12M to $10M. Reported net income was -$2M.
How have Lebanon Valley Brethren Home plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lebanon Valley Brethren Home's sponsor-wide assets grew 28.9%, from $10M to $13M.
Which 401(k) plans are similar in size to Retirement Plan of Lebanon Valley Brethren Home? ▼
Among 401(k) plans in other states, the closest by assets is Henry's Foods, Inc. Profit Sharing Plan in MN ($10M, 317 participants).
Which 401(k) plans cover a similar participant headcount to Retirement Plan of Lebanon Valley Brethren Home? ▼
Among 401(k) plans in other states, the closest by covered participants is G.D. Barri & Associates, Inc. 401(k) Plan in AZ (196 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 237404857.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.