Other · DOL Form 5500 · 2022

Lehigh University Retirement Plan

Data updated 2026-08-25

$741M
Total assets Above avg plan size
1,973
Participants Near avg headcount
99th
Percentile by assets National rank
$375,811
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#3,943
in Educational Services (4,024 peers)
-12.5%
assets change YoY
7.4×
vs typical plan assets (national mean)

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.

Lehigh University Retirement Plan's outsized position by total assets

Lehigh University Retirement Plan vs every filed plan by assets

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

$741,475,422 Top 1% higher than 99% 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

Lehigh University Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lehigh University Retirement Plan lands in the large band (1,973 participants).

Published 5500 schedule card

Filing strip 240795445 · Lehigh University PY 2022 · Other

Lehigh University Retirement Plan · $741M · 1,973 · 99th

  • PHOTO $741M
  • IND 1,973
  • EOY 99th
  • 5500 Other
  • ASSETS near Georgetown University Voluntary Contribution Retirement Plan
  • PCT ind #3943

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 →

Lehigh University Retirement Plan in the asset neighbourhood

University of Denver Retirement PlanUniversity of Denver Retirem…$744MLehigh University Retirement PlanLehigh University Retirement…$741MGeorgetown University Voluntary Contribution Retirement PlanGeorgetown University Volunt…$741MCentracare Health System 403(b) PlanCentracare Health System 403…$739MPace University Defined Contribution Retirement PlanPace University Defined Cont…$739M
End-of-year total assets ($M) among Lehigh University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$847M
Net Assets (End of Year)$741M
Net Income-$106M
Employer EIN240795445
Plan Effective Date1947-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lehigh University)

Sponsor-wide plan assets over time

All Lehigh University plans reported in each filing year

Latest sponsor-wide plan assets
$902M 21.60210915258092% vs 2022
2024 filing year
$700M$750M$800M$850M$900M$950M 202220232024 $741M $902M ▲ +21.6%
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 Scatter plot of 6 data points. -20000020000400006000080000 0246 Total assets ($B) Participants Lehigh University Retirement Plan, Total assets ($B): 0.741475422 · Participants: 1973Lehigh University Retirement PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 5.530640141 · Participants: 13262The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 3.456020418 · Participants: 75307Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 2.490968748 · Participants: 39740The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.240167169 · Participants: 6166Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.11120447 · Participants: 14302Jefferson Defined Contribution Retirement Plan
Lehigh University Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Lehigh University Retirement Plan side-by-side with 3 peers →

Lehigh University Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Georgetown University Voluntary Contribution Retirement Plan in DC ($741M); by covered participants it is Uva Physicians Group Voluntary Tax-Deferred Savings Plan in VA (1,973 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($741M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,973 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 Lehigh University Retirement Plan assets move in 2022? ▼
Lehigh University Retirement Plan pulled back noticeably - down 12.5% during 2022, from $847M to $741M. Reported net income was -$106M.
How have Lehigh University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lehigh University's sponsor-wide assets grew 21.6%, from $741M to $902M.
Where does Lehigh University Retirement Plan rank by assets among Form 5500 filers? ▼
Lehigh University Retirement Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Other plans are similar in size to Lehigh University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Georgetown University Voluntary Contribution Retirement Plan in DC ($741M, 13,020 participants).
Which Other plans cover a similar participant headcount to Lehigh University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Uva Physicians Group Voluntary Tax-Deferred Savings Plan in VA (1,973 participants, $95M 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 240795445.

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.