Other · DOL Form 5500 · 2023

Lehigh Valley Health Network, Inc. Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
1,996
Participants Near avg headcount
49th
Percentile by assets National rank
$3,149
Avg per participant Low balance/head
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Official DOL plan name: Lehigh Valley Health Network, Inc. ERISA 403(b) Plan · Sponsored by Lehigh Valley Health Network, Inc. · Pennsylvania · Healthcare & Social Assistance

$6M in assets, 1,996 participants

Lehigh Valley Health Network, Inc.'s Lehigh Valley Health Network, Inc. ERISA 403(b) Plan reported $6M in total assets and 1,996 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,516 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Lehigh Valley Health Network, Inc. ERISA 403(b) Plan covers 1,996 participants in Pennsylvania, 2.4x the typical Pennsylvania plan (state average ~822 per filing). Assets: $6M.

#9,516
in Healthcare & Social Assistance (17,684 peers)
+25.7%
assets growth YoY

Lehigh Valley Health Network, Inc. ERISA 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Lehigh Valley Health Network, Inc. ERISA 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$6,285,407 49th percentile higher than 49% of 127,068 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 2023

Lehigh Valley Health Network, Inc. ERISA 403(b) 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. Lehigh Valley Health Network, Inc. ERISA 403(b) Plan lands in the large band (1,996 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lehigh Valley Health Network, Inc. ERISA 403(b) Plan reported net income rose from -$6M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Lehigh Valley Health Network, Inc. ERISA 403(b) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Lehigh Valley Health Network, Inc. ERISA 403(b) Plan reported participants rose from 1,944 in the plan year 2022 filing to 1,996 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 222458317 · Lehigh Valley Health Network, Inc. PY 2023 · Other

Lehigh Valley Health Network, Inc. ERISA 403(b) Plan · $6M · 1,996 · 49th

  • PART $6M
  • PART 1,996
  • PART 49th
  • PART Other
  • PART near Hopelink Behavioral Health 403(b) Plan
  • PART ind #9516

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 →

Lehigh Valley Health Network, Inc. ERISA 403(b) Plan in the asset neighbourhood

St Luke Lutheran Home for the Aging Employee Retirement PlanSt Luke Lutheran Home for th…$6MLehigh Valley Health Network, Inc. ERISA 403(b) PlanLehigh Valley Health Network…$6MHopelink Behavioral Health 403(b) PlanHopelink Behavioral Health 4…$6MGenesis Primecare 403b Plan$6M403(b) Thrift Plan for Congressional School403(b) Thrift Plan for Congr…$6M
End-of-year total assets ($M) among Lehigh Valley Health Network, Inc. ERISA 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN222458317
Plan Effective Date2018-03-25
Filing StatusFILING 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
$2.6B$2.8B$3B$3.2B$3.4B$3.6B 202220232024 $2.72B $3.38B ▲ +24.3%
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.

Lehigh Valley Health Network, Inc. ERISA 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Lehigh Valley Health Network, Inc. ERISA 403(b) Plan, Total assets ($B): 0.006285407 · Participants: 1996Lehigh Valley Health Network, Inc. ERISA 403(b) PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
Lehigh Valley Health Network, Inc. ERISA 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

Lehigh Valley Health Network, Inc. ERISA 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Hopelink Behavioral Health 403(b) Plan in VA ($6M); by covered participants it is East Tennessee Children's Hospital 403(b) Retirement Program in TN (1,996 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,996 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lehigh Valley Health Network, Inc. ERISA 403(b) Plan assets move in 2023?
Lehigh Valley Health Network, Inc. ERISA 403(b) Plan grew sharply - up 25.7% during 2023, from $5M to $6M. Reported net income was $1M.
How have Lehigh Valley Health Network, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Lehigh Valley Health Network, Inc.'s sponsor-wide assets grew 24.4%, from $2.7B to $3.4B.
Which Other plans are similar in size to Lehigh Valley Health Network, Inc. ERISA 403(b) Plan?
Among Other plans in other states, the closest by assets is Hopelink Behavioral Health 403(b) Plan in VA ($6M, 202 participants).
Which Other plans cover a similar participant headcount to Lehigh Valley Health Network, Inc. ERISA 403(b) Plan?
Among Other plans in other states, the closest by covered participants is East Tennessee Children's Hospital 403(b) Retirement Program in TN (1,996 participants, $94M in assets).