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
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
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.
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
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 222458317 |
| Plan Effective Date | 2018-03-25 |
| 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
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,996 participants); asset peers above are excluded.
- East Tennessee Children's Hospital 403(b) Retirement Program (TN) 1,996 · 0 off
- University of San Diego Defined Contribution Retirement Plan (CA) 1,995 · 1 off
- Santa Clara University Tax-Deferred Annuity Plan (CA) 1,999 · 3 off
- Brookdale Hospital Medical Center 403(b) Plan (NY) 2,001 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.