Lehigh University Retirement Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Lehigh University · Pennsylvania · Educational Services
What the 2023 filing shows
Lehigh University Retirement Plan holds $741M for 1,973 participants — about $375,811 per participant, down 12.5% over the 2022 plan year.
- $741M
- total plan assets (2022 EOY)
- 1,973
- covered participants
- $375,811
- avg assets per participant
- -12.5%
- assets change YoY
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.
What the Filing Says About Lehigh University Retirement Plan
Lehigh University Retirement Plan is a Profit Sharing retirement plan sponsored by Lehigh University, headquartered in Pennsylvania. As of the 2022 Form 5500 filing, the plan reports $741M in total end-of-year assets and covers 1,973 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 240795445, and the plan has been effective since 1947-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $847M at the beginning of 2022 to $741M at year-end — a decline of 12.5%. Net assets (after liabilities) closed the year at $741M, with reported net income of $-105,748,150 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) | $847M |
| Total Assets (End of Year) | $741M |
| Net Assets (End of Year) | $741M |
| Net Income | $-105,748,150 |
| Plan Type | Profit Sharing |
| 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 Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
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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 240795445.
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.
Read our methodology — how this data is sourced, computed, and verified.