Other · DOL Form 5500 · 2022
Lebanon Valley College Retirement Plan
Data updated 2026-08-25
- $100M
- Total assets Near avg plan size
- 342
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $292,876
- Avg per participant High balance/head
Official DOL plan name: Lebanon Valley College Defined Contribution Plan · Sponsored by Lebanon Valley College · Pennsylvania · Educational Services
$100M in assets, 342 participants
Lebanon Valley College's Lebanon Valley College Defined Contribution Plan reported $100M in total assets and 342 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,505 in Educational Services (4,024 peers)
Coverage in Pennsylvania
Lebanon Valley College Defined Contribution Plan covers 342 participants in Pennsylvania, about 42% of the average Pennsylvania filer (state average ~822 per filing). Assets: $100M.
- #3,505
- in Educational Services (4,024 peers)
- -10.0%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lebanon Valley College Defined Contribution Plan's outsized position by total assets
Lebanon Valley College Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$100,163,647 Top 7% higher than 93% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Lebanon Valley College Defined Contribution Plan 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. Lebanon Valley College Defined Contribution Plan sits mid-pack in the medium band (342 participants).
Published 5500 schedule card
Filing strip 231352354 · Lebanon Valley College PY 2022 · Other
Lebanon Valley College Defined Contribution Plan · $100M · 342 · 93rd
- SCH $100M
- EBSA 342
- PART 93rd
- TYPE Other
- NET near Greenwich Country Day School Defined Contribution Plan
- BOOK ind #3505
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 Educational Services retirement plans → · Plans in Pennsylvania →
Lebanon Valley College Defined Contribution Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $111M |
|---|---|
| Net Assets (End of Year) | $100M |
| Net Income | -$16M |
| Employer EIN | 231352354 |
| Plan Effective Date | 1961-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lebanon Valley College)
Sponsor-wide plan assets over time
All Lebanon Valley College plans reported in each filing year
- Latest sponsor-wide plan assets
- $120M 20.03057256890816% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 342 | $100M |
| 2023 | 1 | 364 | $113M |
| 2024 | 1 | 355 | $120M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
Lebanon Valley College Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Greenwich Country Day School Defined Contribution Plan in CT ($100M); by covered participants it is Lutheran Homes of Oconomowoc Retirement Plan in WI (342 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($100M here).
Similar participant headcount
Nearest other-state filings by covered participants (342 participants); asset peers above are excluded.
- Lutheran Homes of Oconomowoc Retirement Plan (WI) 342 · 0 off
- Population Services International 403(b) Plan (DC) 342 · 0 off
- Central Valley Medical Center 403(b) Retirement Plan (UT) 341 · 1 off
- The Carol Woods Retirement Plan (NC) 343 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.