401(k) · DOL Form 5500 · 2024
Medical Associates of the Lehigh Valley, P.C. 401(k) Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 189
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $221,132
- 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
$42M in assets, 189 participants
Medical Associates of the Lehigh Valley, P.C.'s Medical Associates of the Lehigh Valley PC Retirement & Savings Plan reported $42M in total assets and 189 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #14,302 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
Medical Associates of the Lehigh Valley PC Retirement & Savings Plan covers 189 participants in Pennsylvania, about 23% of the average Pennsylvania filer (state average ~822 per filing). Assets: $42M.
- #14,302
- in Healthcare & Social Assistance (16,916 peers)
- +6.0%
- 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 2024 · DOL Form 5500
$41,793,876 Top 18% higher than 82% 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
Medical Associates of the Lehigh Valley PC Retirement & Savings Plan among mid-size filed plans by headcount
Plan-year 2024 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 (189 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Medical Associates of the Lehigh Valley PC Retirement & Savings Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Medical Associates of the Lehigh Valley PC Retirement & Savings Plan end-of-year assets rose from $39M in the plan year 2023 filing to $42M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 232745779 · Medical Associates of the Lehigh Valley, P.C. PY 2024 · 401(k)
Medical Associates of the Lehigh Valley PC Retirement & Savings Plan · $42M · 189 · 82nd
- SCH $42M
- EBSA 189
- PART 82nd
- TYPE 401(k)
- NET near Potter Employees 401(k) Plan
- BOOK ind #14302
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) | $39M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $2M |
| 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 $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
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 Potter Employees 401(k) Plan in MO ($42M); by covered participants it is Prevailing Multiple Employer Plan in MD (189 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
- Potter Employees 401(k) Plan (MO) $42M · 201
- Corfin Holdings, Inc. 401(k) Plan (NY) $42M · 698
- Metropolitan Family Services 401(k) Plan (IL) $42M · 1,607
- Murata Machinery USA, Inc. 401(k) Profit Sharing Plan (NC) $42M · 403
Similar participant headcount
Nearest other-state filings by covered participants (189 participants); asset peers above are excluded.
- Prevailing Multiple Employer Plan (MD) 189 · 0 off
- Grapetree 401(k) Retirement Savings Plan (IA) 189 · 0 off
- Sherrill, Inc. 401(k) Profit Sharing Plan & Trust (NC) 189 · 0 off
- Alimed 401(k) Plan (MA) 189 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.