Other · DOL Form 5500 · 2023
Lehigh University Retirement Plan
Data updated 2026-08-25
- $826M
- Total assets Above avg plan size
- 1,928
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $428,396
- Avg per participant High balance/head
Official DOL plan name: Lehigh University Retirement Plan · Sponsored by Lehigh University · Pennsylvania · Educational Services
$826M in assets, 1,928 participants
Lehigh University's Lehigh University Retirement Plan reported $826M in total assets and 1,928 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #3,651 in Educational Services (3,735 peers)
Coverage in Pennsylvania
Lehigh University Retirement Plan covers 1,928 participants in Pennsylvania, 2.3x the typical Pennsylvania plan (state average ~822 per filing). Assets: $826M.
- #3,651
- in Educational Services (3,735 peers)
- +11.4%
- assets growth YoY
- 8.3×
- vs typical plan assets (national mean)
Lehigh University Retirement Plan's outsized position by total assets
Lehigh University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$825,947,091 Top 2% higher than 98% 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 University Retirement 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 University Retirement Plan lands in the large band (1,928 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lehigh University Retirement Plan reported net income rose from -$106M in the plan year 2022 filing to $84M in the plan year 2023 filing.
- Lehigh University Retirement Plan end-of-year assets rose from $741M in the plan year 2022 filing to $826M in the plan year 2023 filing.
- Lehigh University Retirement Plan reported participants fell from 1,973 in the plan year 2022 filing to 1,928 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 240795445 · Lehigh University PY 2023 · Other
Lehigh University Retirement Plan · $826M · 1,928 · 98th
- EBSA $826M
- EBSA 1,928
- EBSA 98th
- EBSA Other
- EBSA near Centracare Health System 403(b) Plan
- EBSA ind #3651
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 Educational Services retirement plans → · Plans in Pennsylvania →
Lehigh University Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $741M |
|---|---|
| Net Assets (End of Year) | $826M |
| Net Income | $84M |
| Employer EIN | 240795445 |
| Plan Effective Date | 1947-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lehigh University)
Sponsor-wide plan assets over time
All Lehigh University plans reported in each filing year
- Latest sponsor-wide plan assets
- $902M 21.60210915258092% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,973 | $741M |
| 2023 | 1 | 1,928 | $826M |
| 2024 | 1 | 2,874 | $902M |
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 University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Centracare Health System 403(b) Plan in MN ($827M); by covered participants it is St. Peter's Hospital 403(b) Tax Deferred Savings Plan in MT (1,934 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($826M here).
- Centracare Health System 403(b) Plan (MN) $827M · 9,437
- Childrens Hospitals and Clinics Matched Savings Plan (MN) $820M · 5,331
- Joint Annuity Fund Local 164 IBEW (NJ) $832M · 2,841
- El Camino Hospital 403(b) Retirement Plan (CA) $834M · 4,033
Similar participant headcount
Nearest other-state filings by covered participants (1,928 participants); asset peers above are excluded.
- St. Peter's Hospital 403(b) Tax Deferred Savings Plan (MT) 1,934 · 6 off
- The Northwest Hospital Center, Inc. 403b Matching Retirement Plan (MD) 1,935 · 7 off
- University of Miami Supplemental Retirement Annuity Program (FL) 1,918 · 10 off
- Kingman Regional Medical Center Employee Retirement Plan (AZ) 1,914 · 14 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.