Other · DOL Form 5500 · 2023
Lehigh Valley Health Network, Inc. Retirement Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 1,725
- Participants Near avg headcount
- 83rd
- Percentile by assets National rank
- $23,674
- Avg per participant Low balance/head
Official DOL plan name: Pocono Health System Defined Contribution Plan · Sponsored by Lehigh Valley Health Network, Inc. · Pennsylvania · Healthcare & Social Assistance
$41M in assets, 1,725 participants
Lehigh Valley Health Network, Inc.'s Pocono Health System Defined Contribution Plan reported $41M in total assets and 1,725 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #15,169 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
Pocono Health System Defined Contribution Plan covers 1,725 participants in Pennsylvania, 2.1x the typical Pennsylvania plan (state average ~822 per filing). Assets: $41M.
- #15,169
- in Healthcare & Social Assistance (17,684 peers)
- +15.0%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Pocono Health System Defined Contribution Plan's outsized position by total assets
Pocono Health System Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$40,838,454 Top 17% higher than 83% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Pocono Health System Defined Contribution Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pocono Health System Defined Contribution Plan lands in the large band (1,725 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pocono Health System Defined Contribution Plan reported net income rose from -$24M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Pocono Health System Defined Contribution Plan end-of-year assets rose from $36M in the plan year 2022 filing to $41M in the plan year 2023 filing.
- Pocono Health System Defined Contribution Plan reported participants rose from 1,656 in the plan year 2022 filing to 1,725 in the plan year 2023 filing.
DOL schedule card
Filing strip 222458317 · Lehigh Valley Health Network, Inc. PY 2023 · Other
Pocono Health System Defined Contribution Plan · $41M · 1,725 · 83rd
- EIN $41M
- RANK 1,725
- PHOTO 83rd
- IND Other
- EOY near Graland Country Day School Retirement Plan
- 5500 ind #15169
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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →
Pocono Health System Defined Contribution Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | $5M |
| Employer EIN | 222458317 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lehigh Valley Health Network, Inc.)
Sponsor-wide plan assets over time
All Lehigh Valley Health Network, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.4B 24.363620155923922% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 9 | 41,252 | $2.7B |
| 2023 | 9 | 47,755 | $3.1B |
| 2024 | 8 | 48,641 | $3.4B |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Pocono Health System Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Graland Country Day School Retirement Plan in CO ($41M); by covered participants it is University of San Francisco Voluntary Retirement Plan in CA (1,726 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
- Graland Country Day School Retirement Plan (CO) $41M · 198
- Langley School DC Retirement Plan (VA) $41M · 165
- Pinnacle Living Tsa Retirement Plan (VA) $41M · 765
- Marine Biological Laboratory Tax Deferred Annuity Plan (MA) $41M · 241
Similar participant headcount
Nearest other-state filings by covered participants (1,725 participants); asset peers above are excluded.
- University of San Francisco Voluntary Retirement Plan (CA) 1,726 · 1 off
- Woman's Hospital Foundation 403(b) Retirement Savings Plan (LA) 1,723 · 2 off
- Carroll Hospital Center Retirement Savings Plan (MD) 1,719 · 6 off
- The Catholic University of America Retirement Plan (DC) 1,716 · 9 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.