401(k) · DOL Form 5500 · 2022

Lehigh Heavy Forge Corporation 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
139
Participants Small participant base
67th
Percentile by assets National rank
$78,219
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust · Sponsored by Lehigh Heavy Forge Corporation · Pennsylvania · Manufacturing

$11M in assets, 139 participants

Lehigh Heavy Forge Corporation's Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust reported $11M in total assets and 139 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #11,169 in Manufacturing (20,602 peers)

Coverage in Pennsylvania

Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust covers 139 participants in Pennsylvania, about 17% of the average Pennsylvania filer (state average ~822 per filing). Assets: $11M.

#11,169
in Manufacturing (20,602 peers)
-13.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust's outsized position by total assets

Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust vs every filed plan by assets

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

$10,872,423 Top 33% higher than 67% 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 Heavy Forge Corporation Union 401(k) Savings Plan & Trust 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. Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust sits mid-pack in the medium band (139 participants).

DOL schedule card

Filing strip 232914528 · Lehigh Heavy Forge Corporation PY 2022 · 401(k)

Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust · $11M · 139 · 67th

  • PART $11M
  • PART 139
  • PART 67th
  • PART 401(k)
  • PART near Lhc, Incorporated/Thompson River Lumber 401(k) Profit Sharing Plan
  • PART ind #11169

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 Manufacturing retirement plans → · Plans in Pennsylvania →

Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust in the asset neighbourhood

Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & TrustLehigh Heavy Forge Corporati…$11MLhc, Incorporated/Thompson River Lumber 401(k) Profit Sharing PlanLhc, Incorporated/Thompson R…$11MRetirement Savings Plan for Employees of Continental-Bestdrive, LLCRetirement Savings Plan for …$11MNally & Hamilton Enterprises, Inc. 401(k) Profit Sharing PlanNally & Hamilton Enterprises…$11MDigestive Health Associates 401(k) Profit Sharing PlanDigestive Health Associates …$11M
End-of-year total assets ($M) among Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN232914528
Plan Effective Date1998-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lehigh Heavy Forge Corporation)

Sponsor-wide plan assets over time

All Lehigh Heavy Forge Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$12M 11.595345398169295% vs 2022
2024 filing year
$10.5M$11M$11.5M$12M$12.5M 202220232024 $10.9M $12.1M ▲ +11.6%
Year Plans Participants Total Assets
2022 1 139 $11M
2023 1 122 $11M
2024 1 126 $12M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust, Total assets ($B): 0.010872423 · Participants: 139Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust side-by-side with 3 peers →

Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Lhc, Incorporated/Thompson River Lumber 401(k) Profit Sharing Plan in MT ($11M); by covered participants it is Semper Valens Solutions, Inc. 401(k) Plan in TX (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Heavy Forge Corporation Union 401(k) Savings Plan & Trust assets move in 2022? ▼
Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust pulled back noticeably - down 13.4% during 2022, from $13M to $11M. Reported net income was -$2M.
How have Lehigh Heavy Forge Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lehigh Heavy Forge Corporation's sponsor-wide assets grew 11.6%, from $11M to $12M.
Which 401(k) plans are similar in size to Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Lhc, Incorporated/Thompson River Lumber 401(k) Profit Sharing Plan in MT ($11M, 252 participants).
Which 401(k) plans cover a similar participant headcount to Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Semper Valens Solutions, Inc. 401(k) Plan in TX (139 participants, $5M 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 232914528.

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.