401(k) · DOL Form 5500 · 2023
Lehigh Valley Insulation, Inc. 401(k) Plan
Data updated 2026-08-25
- $385K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $96,340
- Avg per participant Below avg balance/head
Official DOL plan name: Lehigh Valley Insulation, Inc. Retirement Plan · Sponsored by Lehigh Valley Insulation, Inc. · Pennsylvania · Construction
$385K in assets, 4 participants
Lehigh Valley Insulation, Inc.'s Lehigh Valley Insulation, Inc. Retirement Plan reported $385K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.
- #1,290 in Construction (9,030 peers)
What the 2023 filing shows
Lehigh Valley Insulation, Inc. Retirement Plan holds $385K for 4 participants - about $96,340 per participant, among the smaller plans by assets on file.
- #1,290
- in Construction (9,030 peers)
- +1.2%
- assets growth YoY
Lehigh Valley Insulation, Inc. Retirement Plan among the smaller filed plans by assets
Lehigh Valley Insulation, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$385,359 16th percentile higher than 16% 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 Insulation, Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lehigh Valley Insulation, Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lehigh Valley Insulation, Inc. Retirement Plan reported net income fell from $39K in the plan year 2022 filing to $5K in the plan year 2023 filing.
- Lehigh Valley Insulation, Inc. Retirement Plan end-of-year assets rose from $381K in the plan year 2022 filing to $385K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 472799280 · Lehigh Valley Insulation, Inc. PY 2023 · 401(k)
Lehigh Valley Insulation, Inc. Retirement Plan · $385K · 4 · 16th
- PART $385K
- TYPE 4
- NET 16th
- BOOK 401(k)
- VS-ST near Saresky Enterprises, Inc. 401(k) Profit Sharing Plan
- BOY ind #1290
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 Construction retirement plans → · Plans in Pennsylvania →
Lehigh Valley Insulation, Inc. Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $381K |
|---|---|
| Net Assets (End of Year) | $385K |
| Net Income | $5K |
| Employer EIN | 472799280 |
| Plan Effective Date | 2015-01-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lehigh Valley Insulation, Inc.)
Sponsor-wide plan assets over time
All Lehigh Valley Insulation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $397K 4.186315333184464% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $381K |
| 2023 | 1 | 4 | $385K |
| 2024 | 1 | 4 | $397K |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Lehigh Valley Insulation, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Saresky Enterprises, Inc. 401(k) Profit Sharing Plan in KY ($385K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($385K here).
- Saresky Enterprises, Inc. 401(k) Profit Sharing Plan (KY) $385K · 1
- R & B Genesis Corporation 401(k) Plan (TX) $385K · N/A
- Schill Shack 401(k) (IA) $385K · 2
- D & D Mapes, Inc. 401(k) Profit Sharing Plan (CO) $385K · 2
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
- Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
- Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.