Other · DOL Form 5500 · 2023
Lebanon Valley College Retirement Plan
Data updated 2026-08-25
- $113M
- Total assets Near avg plan size
- 364
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $309,724
- Avg per participant High balance/head
Official DOL plan name: Lebanon Valley College Defined Contribution Plan · Sponsored by Lebanon Valley College · Pennsylvania · Educational Services
$113M in assets, 364 participants
Lebanon Valley College's Lebanon Valley College Defined Contribution Plan reported $113M in total assets and 364 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #3,221 in Educational Services (3,735 peers)
Coverage in Pennsylvania
Lebanon Valley College Defined Contribution Plan covers 364 participants in Pennsylvania, about 44% of the average Pennsylvania filer (state average ~822 per filing). Assets: $113M.
- #3,221
- in Educational Services (3,735 peers)
- +12.6%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Lebanon Valley College Defined Contribution Plan's outsized position by total assets
Lebanon Valley College Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$112,739,714 Top 8% higher than 92% 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
Lebanon Valley College Defined Contribution Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lebanon Valley College Defined Contribution Plan sits mid-pack in the medium band (364 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lebanon Valley College Defined Contribution Plan reported net income rose from -$16M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Lebanon Valley College Defined Contribution Plan end-of-year assets rose from $100M in the plan year 2022 filing to $113M in the plan year 2023 filing.
- Lebanon Valley College Defined Contribution Plan reported participants rose from 342 in the plan year 2022 filing to 364 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 231352354 · Lebanon Valley College PY 2023 · Other
Lebanon Valley College Defined Contribution Plan · $113M · 364 · 92nd
- SCH $113M
- SCH 364
- SCH 92nd
- SCH Other
- SCH near Houston Hospitals, Inc. Participatory Retirement Plan
- SCH ind #3221
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 →
Lebanon Valley College Defined Contribution Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $100M |
|---|---|
| Net Assets (End of Year) | $113M |
| Net Income | $13M |
| Employer EIN | 231352354 |
| Plan Effective Date | 1961-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lebanon Valley College)
Sponsor-wide plan assets over time
All Lebanon Valley College plans reported in each filing year
- Latest sponsor-wide plan assets
- $120M 20.03057256890816% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 342 | $100M |
| 2023 | 1 | 364 | $113M |
| 2024 | 1 | 355 | $120M |
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
Lebanon Valley College Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Houston Hospitals, Inc. Participatory Retirement Plan in GA ($113M); by covered participants it is Hanover College 403(b) Retirement Plan in IN (364 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($113M here).
- Houston Hospitals, Inc. Participatory Retirement Plan (GA) $113M · 2,417
- Clark Atlanta University Defined Contribution Retirement Plan (GA) $112M · 648
- Maryland Institute College of Art Defined Contribution 403(b) Retirement Plan (MD) $112M · 767
- The Legal Services Nyc Tax Deferred Annuity Plan (NY) $112M · 651
Similar participant headcount
Nearest other-state filings by covered participants (364 participants); asset peers above are excluded.
- Hanover College 403(b) Retirement Plan (IN) 364 · 0 off
- Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan (WI) 364 · 0 off
- Sunset Association Retirement Savings Plan (MI) 364 · 0 off
- Catholic Eldercare 403(b) Plan (MN) 364 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.