Other · DOL Form 5500 · 2023
Lehigh Valley Health Network, Inc. Retirement Plan
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 18,331
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $62,444
- Avg per participant Low balance/head
Official DOL plan name: Lehigh Valley Health Network, Inc. 403(b) Savings Plan · Sponsored by Lehigh Valley Health Network, Inc. · Pennsylvania · Healthcare & Social Assistance
$1.1B in assets, 18,331 participants
Lehigh Valley Health Network, Inc.'s Lehigh Valley Health Network, Inc. 403(b) Savings Plan reported $1.1B in total assets and 18,331 participants in its 2023 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.
- #17,502 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
Lehigh Valley Health Network, Inc. 403(b) Savings Plan covers 18,331 participants in Pennsylvania, 22x the typical Pennsylvania plan (state average ~822 per filing). Assets: $1.1B.
- #17,502
- in Healthcare & Social Assistance (17,684 peers)
- +24.8%
- assets growth YoY
- 11×
- vs typical plan assets (national mean)
Lehigh Valley Health Network, Inc. 403(b) Savings Plan's outsized position by total assets
Lehigh Valley Health Network, Inc. 403(b) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,144,669,536 Top 1% higher than 99% 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. 403(b) Savings Plan's mega-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. 403(b) Savings Plan is a mega filing (18,331 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lehigh Valley Health Network, Inc. 403(b) Savings Plan reported net income rose from -$107M in the plan year 2022 filing to $227M in the plan year 2023 filing.
- Lehigh Valley Health Network, Inc. 403(b) Savings Plan reported participants rose from 13,552 in the plan year 2022 filing to 18,331 in the plan year 2023 filing.
- Lehigh Valley Health Network, Inc. 403(b) Savings Plan end-of-year assets rose from $917M in the plan year 2022 filing to $1.1B 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. 403(b) Savings Plan · $1.1B · 18,331 · 99th
- EBSA $1.1B
- EBSA 18,331
- EBSA 99th
- EBSA Other
- EBSA near Ucar Retirement Plan
- EBSA ind #17502
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. 403(b) Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $917M |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | $227M |
| Employer EIN | 222458317 |
| Plan Effective Date | 2006-07-01 |
| 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
Scale composition for Lehigh Valley Health Network, Inc. 403(b) Savings Plan
Lehigh Valley Health Network, Inc. 403(b) Savings Plan reports $1.1B in end-of-year assets across 18,331 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.020% of 93,925,755 covered participants) - about $62,444 per participant (45% of the national average assets-per-participant) . Net income for plan year 2023 was $227M.
This plan identity (EIN 222458317, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $917M to $1.3B (+47.1%) while covered participants moved from 13,552 to 20,405 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 13,552 | $917M | Open filing |
| 2023 | 18,331 | $1.1B | This page |
| 2024 · index core | 20,405 | $1.3B | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Lehigh Valley Health Network, Inc. 403(b) Savings Plan (Other, $1.3B, 20,405 participants)
- Lehigh Valley Health Network, Inc. Retirement Plan (Defined Benefit (Pension), $1.1B, 3,049 participants)
- Lehigh Valley Health Network, Inc. Defined Contribution Retirement Plan (Profit Sharing, $630M, 18,994 participants)
- Lehigh Valley Health Network, Inc. 401(k) Savings Plan (401(k), $199M, 2,656 participants)
Lehigh Valley Health Network, Inc. 403(b) Savings Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Ucar Retirement Plan in CO ($1.1B); by covered participants it is Children's Hospital Medical Center Employee Savings Plan in OH (17,941 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- Ucar Retirement Plan (CO) $1.1B · 1,444
- Defined Contribution Retirement Plan for Faculty of the University of Miami (FL) $1.1B · 972
- The Nemours Foundation Section 403(b) Plan (FL) $1.1B · 8,505
- Board of Electrical Workers Local #26 I.a. Individual Account Plan (MD) $1.1B · 11,479
Similar participant headcount
Nearest other-state filings by covered participants (18,331 participants); asset peers above are excluded.
- Children's Hospital Medical Center Employee Savings Plan (OH) 17,941 · 390 off
- Yale University Tax-Deferred 403(b) Savings Plan (CT) 18,754 · 423 off
- Consolidated 403(b) Plan of Hackensack Meridian Health (NJ) 17,739 · 592 off
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan (NC) 18,961 · 630 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.