Defined Benefit (Pension) · DOL Form 5500 · 2023
Lehigh Valley Health Network, Inc. Pension Plan
Data updated 2026-08-06
- $1.1B
- Total assets
- 3,415
- Participants
- 99th
- Percentile by assets
- $331,842
- Avg per participant
Official DOL plan name: Lehigh Valley Health Network, Inc. Retirement Plan · Sponsored by Lehigh Valley Health Network, Inc. · Pennsylvania · Healthcare & Social Assistance
$1.1B in assets, 3,415 participants
Lehigh Valley Health Network, Inc.'s Lehigh Valley Health Network, Inc. Retirement Plan reported $1.1B in total assets and 3,415 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 126,618 plans)
- #17,442 in Healthcare & Social Assistance (17,626 peers)
Coverage in Pennsylvania
Lehigh Valley Health Network, Inc. Retirement Plan covers 3,415 participants in Pennsylvania, 4.1x the typical Pennsylvania plan (state average ~824 per filing). Assets: $1.1B.
- $1.1B
- total plan assets (2023 EOY)
- 3,415
- covered participants
- 99th
- percentile by assets (of 126,618 plans)
- $331,842
- avg assets per participant
The plan reported a net loss of $32M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lehigh Valley Health Network, Inc. Retirement Plan reported participants fell from 3,821 in the plan year 2022 filing to 3,415 in the plan year 2023 filing.
- Lehigh Valley Health Network, Inc. Retirement Plan end-of-year assets fell from $1.2B in the plan year 2022 filing to $1.1B in the plan year 2023 filing.
- Lehigh Valley Health Network, Inc. Retirement Plan reported net income fell from -$32M in the plan year 2022 filing to -$32M in the plan year 2023 filing.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 824 participants across 5,360 plans. Lehigh Valley Health Network, Inc. Retirement Plan reports 3,415 participants - 4.1x that state average ($1.1B EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | -$32M |
| Employer EIN | 222458317 |
| Plan Effective Date | 1964-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lehigh Valley Health Network, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 9 | 41,252 | $2.7B |
| 2023 | 9 | 47,755 | $3.1B |
| 2024 | 7 | 45,592 | $2.2B |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Lehigh Valley Health Network, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
- National Elevator Industry Pension Plan $11.2B · 27,434
- Steelworkers Pension Trust $6.6B · 47,052
- The PNC Financial Services Group, Inc. Pension Plan $5.6B · 63,680
- Constellation Retirement Program $5.3B · 5,080
- The Bank of New York Mellon Corporation Pension Plan $5.3B · 7,374
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Lehigh Valley Health Network, Inc. Retirement Plan by total assets, not by location.
- The General Pension Plan of the International Union of Operating Engineers (DC) $1.1B · 2,125
- Mufg Bank, Ltd. Retirement Plan (NY) $1.1B · 5,502
- Western & Southern Financial Group Pension Plan (OH) $1.1B · 2,578
- Ufcw Intl Union Pension Plan for Employees (DC) $1.1B · 2,212
Frequently Asked Questions
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Filing takeaways
Ways to act on Lehigh Valley Health Network, Inc. Retirement Plan's numbers.
- By total assets, Lehigh Valley Health Network, Inc. Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Pennsylvania. Compare plans
- Lehigh Valley Health Network, Inc.'s sponsor-wide assets have declined 17.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans