401(k) · DOL Form 5500 · 2023
Medical Associates of the Lehigh Valley, P.C. 401(k) Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 188
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $209,654
- Avg per participant Above avg balance/head
Official DOL plan name: Medical Associates of the Lehigh Valley PC Retirement & Savings Plan · Sponsored by Medical Associates of the Lehigh Valley, P.C. · Pennsylvania · Healthcare & Social Assistance
$39M in assets, 188 participants
Medical Associates of the Lehigh Valley, P.C.'s Medical Associates of the Lehigh Valley PC Retirement & Savings Plan reported $39M in total assets and 188 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #15,103 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
Medical Associates of the Lehigh Valley PC Retirement & Savings Plan covers 188 participants in Pennsylvania, about 23% of the average Pennsylvania filer (state average ~822 per filing). Assets: $39M.
- #15,103
- in Healthcare & Social Assistance (17,684 peers)
- +12.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Medical Associates of the Lehigh Valley PC Retirement & Savings Plan's outsized position by total assets
Medical Associates of the Lehigh Valley PC Retirement & Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$39,415,039 Top 17% higher than 83% 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
Medical Associates of the Lehigh Valley PC Retirement & Savings 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. Medical Associates of the Lehigh Valley PC Retirement & Savings Plan sits mid-pack in the medium band (188 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Medical Associates of the Lehigh Valley PC Retirement & Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Medical Associates of the Lehigh Valley PC Retirement & Savings Plan end-of-year assets rose from $35M in the plan year 2022 filing to $39M in the plan year 2023 filing.
- Medical Associates of the Lehigh Valley PC Retirement & Savings Plan reported participants fell from 192 in the plan year 2022 filing to 188 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 232745779 · Medical Associates of the Lehigh Valley, P.C. PY 2023 · 401(k)
Medical Associates of the Lehigh Valley PC Retirement & Savings Plan · $39M · 188 · 83rd
- TYPE $39M
- NET 188
- BOOK 83rd
- VS-ST 401(k)
- BOY near Hps Mechanical, Inc. Retirement Plan
- SCH ind #15103
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 →
Medical Associates of the Lehigh Valley PC Retirement & Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $4M |
| Employer EIN | 232745779 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Medical Associates of the Lehigh Valley, P.C.)
Sponsor-wide plan assets over time
All Medical Associates of the Lehigh Valley, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 19.420982815259872% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 192 | $35M |
| 2023 | 1 | 188 | $39M |
| 2024 | 1 | 189 | $42M |
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
Medical Associates of the Lehigh Valley PC Retirement & Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Hps Mechanical, Inc. Retirement Plan in CA ($39M); by covered participants it is Advantmed 401(k) and Profit Sharing Plan in CA (188 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
Similar participant headcount
Nearest other-state filings by covered participants (188 participants); asset peers above are excluded.
- Advantmed 401(k) and Profit Sharing Plan (CA) 188 · 0 off
- Sesloc Federal Credit Union 401(k) Profit Sharing Plan (CA) 188 · 0 off
- Deci 401(k) Plan (NC) 188 · 0 off
- Tcg 401(k) Plan (DC) 188 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.