Defined Benefit (Pension) · DOL Form 5500 · 2023
Lehigh Valley Health Network, Inc. Pension Plan
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 3,415
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $331,842
- Avg per participant High balance/head
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.
- #17,500 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
Lehigh Valley Health Network, Inc. Retirement Plan covers 3,415 participants in Pennsylvania, 4.2x the typical Pennsylvania plan (state average ~822 per filing). Assets: $1.1B.
- #17,500
- in Healthcare & Social Assistance (17,684 peers)
- -2.7%
- assets change YoY
- 11×
- vs typical plan assets (national mean)
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.
Lehigh Valley Health Network, Inc. Retirement Plan's outsized position by total assets
Lehigh Valley Health Network, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,133,241,461 Top 1% higher than 99% 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 Health Network, Inc. Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lehigh Valley Health Network, Inc. Retirement Plan lands in the large band (3,415 participants).
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.
Form 5500 schedule snapshot
Filing strip 222458317 · Lehigh Valley Health Network, Inc. PY 2023 · Defined Benefit (Pension)
Lehigh Valley Health Network, Inc. Retirement Plan · $1.1B · 3,415 · 99th
- NET $1.1B
- BOOK 3,415
- VS-ST 99th
- BOY Defined Benefit (Pension)
- SCH near The General Pension Plan of the International Union of Operating Engineers
- EBSA ind #17500
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 →
Lehigh Valley Health Network, Inc. Retirement Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Lehigh Valley Health Network, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.4B 24.363620155923922% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 9 | 41,252 | $2.7B |
| 2023 | 9 | 47,755 | $3.1B |
| 2024 | 8 | 48,641 | $3.4B |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
Lehigh Valley Health Network, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is The General Pension Plan of the International Union of Operating Engineers in DC ($1.1B); by covered participants it is Michigan Carpenters' Pension Fund in MI (3,408 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,415 participants); asset peers above are excluded.
- Michigan Carpenters' Pension Fund (MI) 3,408 · 7 off
- Retirement Plan for Employees of Concord Hospital (NH) 3,425 · 10 off
- Packaging Corporation of America Hourly Pension Plan (IL) 3,426 · 11 off
- Alaska Teamster-Employer Pension Trust (AK) 3,436 · 21 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.