Other · DOL Form 5500 · 2022
Lehigh University Retirement Plan
Data updated 2026-08-11
- $741M
- Total assets
- 1,973
- Participants
- 99th
- Percentile by assets
- $375,811
- Avg per participant
Official DOL plan name: Lehigh University Retirement Plan · Sponsored by Lehigh University · Pennsylvania · Educational Services
$741M in assets, 1,973 participants
Lehigh University's Lehigh University Retirement Plan reported $741M in total assets and 1,973 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 139,126 plans)
- #3,943 in Educational Services (4,024 peers)
Coverage in Pennsylvania
Lehigh University Retirement Plan covers 1,973 participants in Pennsylvania, 2.4x the typical Pennsylvania plan (state average ~822 per filing). Assets: $741M.
- $741M
- total plan assets (2022 EOY)
- 1,973
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $375,811
- avg assets per participant
The plan reported a net loss of $106M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Lehigh University Retirement Plan reports 1,973 participants - 2.4x that state average ($741M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $847M |
|---|---|
| Net Assets (End of Year) | $741M |
| Net Income | -$106M |
| Employer EIN | 240795445 |
| Plan Effective Date | 1947-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lehigh University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,973 | $741M |
| 2023 | 1 | 1,928 | $826M |
| 2024 | 1 | 2,874 | $902M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
Lehigh University Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Lehigh University Retirement Plan by total assets, not by location.
- Georgetown University Voluntary Contribution Retirement Plan (DC) $741M · 13,020
- Centracare Health System 403(b) Plan (MN) $739M · 10,840
- Pace University Defined Contribution Retirement Plan (NY) $739M · 2,221
- University of Denver Retirement Plan (CO) $744M · 2,470
Frequently Asked Questions
How did Lehigh University Retirement Plan assets move in 2022? ▼
How have Lehigh University plan assets changed over time? ▼
Where does Lehigh University Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Lehigh University Retirement Plan? ▼
Next read for Lehigh University Retirement Plan
Filing takeaways
Ways to act on Lehigh University Retirement Plan's numbers.
- By total assets, Lehigh University Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Lehigh University's sponsor-wide assets have grown 21.6% since 2022 across 3 plan years on file. More Educational Services plans