Other · DOL Form 5500 · 2024
Lehigh University Retirement Plan
Data updated 2026-08-25
- $902M
- Total assets Above avg plan size
- 2,874
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $313,726
- Avg per participant High balance/head
Official DOL plan name: Lehigh University Retirement Plan · Sponsored by Lehigh University · Pennsylvania · Educational Services
$902M in assets, 2,874 participants
Lehigh University's Lehigh University Retirement Plan reported $902M in total assets and 2,874 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #3,552 in Educational Services (3,638 peers)
Coverage in Pennsylvania
Lehigh University Retirement Plan covers 2,874 participants in Pennsylvania, 3.5x the typical Pennsylvania plan (state average ~822 per filing). Assets: $902M.
- #3,552
- in Educational Services (3,638 peers)
- +9.2%
- assets growth YoY
- 9.0×
- vs typical plan assets (national mean)
Lehigh University Retirement Plan's outsized position by total assets
Lehigh University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$901,649,752 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Lehigh University Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lehigh University Retirement Plan lands in the large band (2,874 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lehigh University Retirement Plan reported participants rose from 1,928 in the plan year 2023 filing to 2,874 in the plan year 2024 filing.
- Lehigh University Retirement Plan reported net income fell from $84M in the plan year 2023 filing to $76M in the plan year 2024 filing.
- Lehigh University Retirement Plan end-of-year assets rose from $826M in the plan year 2023 filing to $902M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 240795445 · Lehigh University PY 2024 · Other
Lehigh University Retirement Plan · $902M · 2,874 · 98th
- 5500 $902M
- 5500 2,874
- 5500 98th
- 5500 Other
- 5500 near University of Denver Retirement Plan
- 5500 ind #3552
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 Educational Services retirement plans → · Plans in Pennsylvania →
Lehigh University Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $826M |
|---|---|
| Net Assets (End of Year) | $902M |
| Net Income | $76M |
| Employer EIN | 240795445 |
| Plan Effective Date | 1947-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lehigh University)
Sponsor-wide plan assets over time
All Lehigh University plans reported in each filing year
- Latest sponsor-wide plan assets
- $902M 21.60210915258092% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,973 | $741M |
| 2023 | 1 | 1,928 | $826M |
| 2024 | 1 | 2,874 | $902M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Lehigh University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is University of Denver Retirement Plan in CO ($909M); by covered participants it is Hamilton Health Care System, Inc. Rsvp Matching Dollar Plan in GA (2,881 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($902M here).
- University of Denver Retirement Plan (CO) $909M · 7,356
- Wake Forest University Retirement Plan (NC) $889M · 3,215
- Nebraska Medicine Retirement Plan - Base and Matching Contributions (NE) $919M · 9,842
- Pace University Defined Contribution Retirement Plan (NY) $881M · 2,310
Similar participant headcount
Nearest other-state filings by covered participants (2,874 participants); asset peers above are excluded.
- Hamilton Health Care System, Inc. Rsvp Matching Dollar Plan (GA) 2,881 · 7 off
- Archbold Medical Center, Inc. 403(b) Employees Thrift Plan (GA) 2,883 · 9 off
- University of San Francisco Voluntary Retirement Plan (CA) 2,889 · 15 off
- St. Barnabas Hospital 403(b) Plan (NY) 2,858 · 16 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.