Other · DOL Form 5500 · 2024
Lehigh Valley Health Network, Inc. Retirement Plan
Data updated 2026-08-25
- $1.3B
- Total assets Very large vs avg
- 20,405
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $66,157
- Avg per participant Below avg balance/head
Official DOL plan name: Lehigh Valley Health Network, Inc. 403(b) Savings Plan · Sponsored by Lehigh Valley Health Network, Inc. · Pennsylvania · Healthcare & Social Assistance
$1.3B in assets, 20,405 participants
Lehigh Valley Health Network, Inc.'s Lehigh Valley Health Network, Inc. 403(b) Savings Plan reported $1.3B in total assets and 20,405 participants in its 2024 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.
- #16,745 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
Lehigh Valley Health Network, Inc. 403(b) Savings Plan covers 20,405 participants in Pennsylvania, 25x the typical Pennsylvania plan (state average ~822 per filing). Assets: $1.3B.
- #16,745
- in Healthcare & Social Assistance (16,916 peers)
- +17.9%
- assets growth YoY
- 14×
- vs typical plan assets (national mean)
Lehigh Valley Health Network, Inc. 403(b) Savings Plan's outsized position by total assets
Lehigh Valley Health Network, Inc. 403(b) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,349,940,171 Top 1% higher than 99% 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 Valley Health Network, Inc. 403(b) Savings Plan's mega-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 Valley Health Network, Inc. 403(b) Savings Plan is a mega filing (20,405 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lehigh Valley Health Network, Inc. 403(b) Savings Plan end-of-year assets rose from $1.1B in the plan year 2023 filing to $1.3B in the plan year 2024 filing.
- Lehigh Valley Health Network, Inc. 403(b) Savings Plan reported participants rose from 18,331 in the plan year 2023 filing to 20,405 in the plan year 2024 filing.
- Lehigh Valley Health Network, Inc. 403(b) Savings Plan reported net income fell from $227M in the plan year 2023 filing to $205M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 222458317 · Lehigh Valley Health Network, Inc. PY 2024 · Other
Lehigh Valley Health Network, Inc. 403(b) Savings Plan · $1.3B · 20,405 · 99th
- TYPE $1.3B
- NET 20,405
- BOOK 99th
- VS-ST Other
- BOY near Johns Hopkins Health System Corporation 403(b) Plan
- SCH ind #16745
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. 403(b) Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | $205M |
| Employer EIN | 222458317 |
| Plan Effective Date | 2006-07-01 |
| 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 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
Scale composition for Lehigh Valley Health Network, Inc. 403(b) Savings Plan
Lehigh Valley Health Network, Inc. 403(b) Savings Plan reports $1.3B in end-of-year assets across 20,405 participants (0.011% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.022% of 93,925,755 covered participants) - about $66,157 per participant (48% of the national average assets-per-participant) . Net income for plan year 2024 was $205M.
This plan identity (EIN 222458317, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $917M to $1.3B (+47.1%) while covered participants moved from 13,552 to 20,405 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 13,552 | $917M | Open filing |
| 2023 | 18,331 | $1.1B | Open filing |
| 2024 · index core | 20,405 | $1.3B | This page |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Lehigh Valley Health Network, Inc. Retirement Plan (Defined Benefit (Pension), $1.1B, 3,049 participants)
- Lehigh Valley Health Network, Inc. Defined Contribution Retirement Plan (Profit Sharing, $630M, 18,994 participants)
- Lehigh Valley Health Network, Inc. 401(k) Savings Plan (401(k), $199M, 2,656 participants)
- Lehigh Valley Health Network, Inc. ERISA 403(b) Plan (Other, $7M, 2,037 participants)
Lehigh Valley Health Network, Inc. 403(b) Savings Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Johns Hopkins Health System Corporation 403(b) Plan in MD ($1.3B); by covered participants it is Yale University Tax-Deferred 403(b) Savings Plan in CT (20,269 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.3B here).
- Johns Hopkins Health System Corporation 403(b) Plan (MD) $1.3B · 17,081
- American University Defined Contribution Retirement Plan (DC) $1.4B · 5,480
- Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan (MA) $1.3B · 2,023
- Depaul University 403(b) Retirement Plan (IL) $1.3B · 3,819
Similar participant headcount
Nearest other-state filings by covered participants (20,405 participants); asset peers above are excluded.
- Yale University Tax-Deferred 403(b) Savings Plan (CT) 20,269 · 136 off
- University of Southern California Tax-Deferred Annuity Plan (CA) 20,886 · 481 off
- Sharp Healthcare 403(b) Tax Deferred Retirement Plan (CA) 19,842 · 563 off
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan (NC) 19,745 · 660 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.