401(k) · DOL Form 5500 · 2024

Lehigh Heavy Forge Corporation 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
126
Participants Small participant base
60th
Percentile by assets National rank
$96,295
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust · Sponsored by Lehigh Heavy Forge Corporation · Pennsylvania · Manufacturing

$12M in assets, 126 participants

Lehigh Heavy Forge Corporation's Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust reported $12M in total assets and 126 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #8,305 in Manufacturing (17,777 peers)

Coverage in Pennsylvania

Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust covers 126 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $12M.

#8,305
in Manufacturing (17,777 peers)
+8.8%
assets growth YoY

Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust's mid-pack asset rank among Manufacturing and all filers

Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$12,133,118 Top 40% higher than 60% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust 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. Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust reported net income rose from $283K in the plan year 2023 filing to $978K in the plan year 2024 filing.
  • Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust reported participants rose from 122 in the plan year 2023 filing to 126 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 232914528 · Lehigh Heavy Forge Corporation PY 2024 · 401(k)

Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust · $12M · 126 · 60th

  • PHOTO $12M
  • PHOTO 126
  • PHOTO 60th
  • PHOTO 401(k)
  • PHOTO near Berry Enterprises, Inc. 401(k) Plan and Trust
  • PHOTO ind #8305

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 Manufacturing retirement plans → · Plans in Pennsylvania →

Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust in the asset neighbourhood

Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & TrustLehigh Heavy Forge Corporati…$12MBerry Enterprises, Inc. 401(k) Plan and TrustBerry Enterprises, Inc. 401(…$12MHopebridge, LLC 401(k) Plan$12M3-G Construction Co., Inc. 401(k) Plan3-G Construction Co., Inc. 4…$12MMarkstein Beverage Co. 401(k) Retirement PlanMarkstein Beverage Co. 401(k…$12M
End-of-year total assets ($M) among Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$978K
Employer EIN232914528
Plan Effective Date1998-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lehigh Heavy Forge Corporation)

Sponsor-wide plan assets over time

All Lehigh Heavy Forge Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$12M 11.595345398169295% vs 2022
2024 filing year
$10.5M$11M$11.5M$12M$12.5M 202220232024 $10.9M $12.1M ▲ +11.6%
Year Plans Participants Total Assets
2022 1 139 $11M
2023 1 122 $11M
2024 1 126 $12M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust, Total assets ($B): 0.012133118 · Participants: 126Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust side-by-side with 3 peers →

Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Berry Enterprises, Inc. 401(k) Plan and Trust in VA ($12M); by covered participants it is Anesthesia Consultants of Indianapolis, LLC 401(k) Profit Sharing Plan in IN (126 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (126 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust assets move in 2024? ▼
Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust grew at a solid clip - up 8.8% during 2024, from $11M to $12M. Reported net income was $978K.
How have Lehigh Heavy Forge Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lehigh Heavy Forge Corporation's sponsor-wide assets grew 11.6%, from $11M to $12M.
Which 401(k) plans are similar in size to Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Berry Enterprises, Inc. 401(k) Plan and Trust in VA ($12M, 166 participants).
Which 401(k) plans cover a similar participant headcount to Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Anesthesia Consultants of Indianapolis, LLC 401(k) Profit Sharing Plan in IN (126 participants, $105M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 232914528.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.