401(k) · DOL Form 5500 · 2023
Lehigh Heavy Forge Corporation 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 122
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $91,439
- Avg per participant Below avg balance/head
Official DOL plan name: Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust · Sponsored by Lehigh Heavy Forge Corporation · Pennsylvania · Manufacturing
$11M in assets, 122 participants
Lehigh Heavy Forge Corporation's Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust reported $11M in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.
- #8,923 in Manufacturing (18,722 peers)
Coverage in Pennsylvania
Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust covers 122 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $11M.
- #8,923
- in Manufacturing (18,722 peers)
- +2.6%
- assets growth YoY
Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust's mid-pack asset rank among Manufacturing and all filers
Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,155,605 Top 39% higher than 61% 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 Heavy Forge Corporation Union 401(k) Savings Plan & Trust 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. Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust sits mid-pack in the medium band (122 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $283K in the plan year 2023 filing.
- Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust reported participants fell from 139 in the plan year 2022 filing to 122 in the plan year 2023 filing.
- Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust end-of-year assets rose from $11M in the plan year 2022 filing to $11M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 232914528 · Lehigh Heavy Forge Corporation PY 2023 · 401(k)
Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust · $11M · 122 · 61st
- EOY $11M
- 5500 122
- ASSETS 61st
- PCT 401(k)
- EIN near Family & Children Services, Inc. Retirement Plan
- RANK ind #8923
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 Manufacturing retirement plans → · Plans in Pennsylvania →
Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $283K |
| Employer EIN | 232914528 |
| Plan Effective Date | 1998-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lehigh Heavy Forge Corporation)
Sponsor-wide plan assets over time
All Lehigh Heavy Forge Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 11.595345398169295% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 139 | $11M |
| 2023 | 1 | 122 | $11M |
| 2024 | 1 | 126 | $12M |
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 Heavy Forge Corporation Union 401(k) Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Family & Children Services, Inc. Retirement Plan in MI ($11M); by covered participants it is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Family & Children Services, Inc. Retirement Plan (MI) $11M · 116
- Southern Hvac Corporation 401(k) Plan (FL) $11M · 508
- Gunderlin, Ltd. Retirement Savings Plan (FL) $11M · 122
- Harnish Auto Family Retirement Plan (WA) $11M · 556
Similar participant headcount
Nearest other-state filings by covered participants (122 participants); asset peers above are excluded.
- G & L Davis Meat Co. Inc. 401(k) Plan (NY) 122 · 0 off
- Lurre Construction 401(k) Plan (ID) 122 · 0 off
- Standard Printing Company of Canton 401(k) Profit Sharing Plan (OH) 122 · 0 off
- Entrada Therapeutics 401(k) Retirement Plan (MA) 122 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.