Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Lebanon Valley College Defined Contribution Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Lebanon Valley College · Pennsylvania · Educational Services

What the 2023 filing shows

Lebanon Valley College Defined Contribution Plan holds $100M for 342 participants — about $292,876 per participant, down 10.0% over the 2022 plan year.

$100M
total plan assets (2022 EOY)
342
covered participants
$292,876
avg assets per participant
-10.0%
assets change YoY

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.

Total Assets (2023)
$100M
Participants
342
State
Industry
Educational Services

What the Filing Says About Lebanon Valley College Defined Contribution Plan

Lebanon Valley College Defined Contribution Plan is a Profit Sharing retirement plan sponsored by Lebanon Valley College, headquartered in Pennsylvania. As of the 2022 Form 5500 filing, the plan reports $100M in total end-of-year assets and covers 342 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 231352354, and the plan has been effective since 1961-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $111M at the beginning of 2022 to $100M at year-end — a decline of 10.0%. Net assets (after liabilities) closed the year at $100M, with reported net income of $-16,191,367 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$111M
Total Assets (End of Year)$100M
Net Assets (End of Year)$100M
Net Income$-16,191,367
Plan TypeProfit Sharing
Employer EIN231352354
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lebanon Valley College)

Year Plans Participants Total Assets
2022 1 342 $100M
2023 1 364 $113M
2024 1 355 $120M

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Lebanon Valley College Defined Contribution Plan?
As of the 2022 Form 5500 filing, Lebanon Valley College Defined Contribution Plan holds $100M in total assets with 342 participants. It is sponsored by Lebanon Valley College.
What type of plan is Lebanon Valley College Defined Contribution Plan?
Lebanon Valley College Defined Contribution Plan is a Profit Sharing plan. It has been effective since 1961-01-01. The plan is filed with the U.S. Department of Labor under EIN 231352354.
Who sponsors the Lebanon Valley College Defined Contribution Plan?
Lebanon Valley College Defined Contribution Plan is sponsored by Lebanon Valley College, located in Pennsylvania. The sponsor's EIN is 231352354 and the plan operates in the Educational Services industry.
How did Lebanon Valley College Defined Contribution Plan perform in 2022?
Lebanon Valley College Defined Contribution Plan declined by 10.0% during 2022, moving from $111M to $100M in total assets. Net income was $-16,191,367.
Where can I find official filings for Lebanon Valley College Defined Contribution Plan?
Official Form 5500 filings for Lebanon Valley College Defined Contribution Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 231352354 or plan name at efast.dol.gov.
How does Lebanon Valley College Defined Contribution Plan compare to other plans?
You can compare Lebanon Valley College Defined Contribution Plan against other Profit Sharing plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 231352354.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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