Employer · plans filed under one EIN
Lehigh Valley Health Network, Inc.
Allentown, PA · Health care and social assistance
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
Lehigh Valley Health Network, Inc., based in Allentown, Pennsylvania, sponsors 8 retirement plans with 100 or more participants: 7 defined contribution and 1 defined benefit. Together they reported 72,569 participant records and $3.38B in net assets.
The largest is Lehigh Valley Health Network, Inc. 403(b) Savings Plan, a 403(b) plan with 27,887 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $97.3M and participant contributions $115M in the latest plan years; benefits paid were $209M. Schedule C compensation reported to service provider organisations totalled $6.4M.
Combined net assets moved from $526M in 2009 to $3.38B in 2024 (up 542%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Lehigh Valley Health Network, Inc. 403(b) Savings Plan | 403(b) plan | 2024 | 27,887 | $1.35B | $48,408 | $1,228 | $2.4M |
| Lehigh Valley Health Network, Inc. Defined Contribution Retirement Plan | profit-sharing plan | 2024 | 25,978 | $630M | $24,240 | $3,352 | $1.4M |
| Lehigh Valley Health Network, Inc. Retirement Plan | defined benefit pension plan | 2024 | 10,605 | $1.13B | $106,920 | — | $2.2M |
| Lehigh Valley Health Network, Inc. 401(k) Savings Plan | 401(k) plan | 2024 | 3,596 | $199M | $55,251 | $493 | $297K |
| Lehigh Valley Health Network, Inc. Erisa 403(b) Plan | 403(b) plan | 2024 | 2,082 | $6.7M | $3,227 | — | $17K |
| Pocono Health System Defined Contribution Plan | 403(b) plan | 2024 | 1,435 | $43.4M | $30,258 | $1,384 | $52K |
| Northeastern Pennsylvania Health Corporation 401(a) Plan | profit-sharing plan | 2024 | 564 | $9.3M | $16,519 | $1,384 | $23K |
| Schuylkill Health System Defined Contribution Plan | profit-sharing plan | 2024 | 422 | $6.1M | $14,514 | $1,075 | $17K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 8 | 72,569 | $3.38B | $97.3M | $115M |
| 2023 | 8 | 71,673 | $3.06B | $89.5M | $106M |
| 2022 | 8 | 70,728 | $2.71B | $86.7M | $95.0M |
| 2021 | 8 | 61,458 | $2.95B | $102M | $82.3M |
| 2020 | 8 | 59,087 | $2.87B | $90.0M | $73.4M |
| 2019 | 8 | 55,169 | $2.41B | $63.6M | $66.6M |
| 2018 | 7 | 41,338 | $923M | $59.8M | $61.1M |
| 2017 | 4 | 43,794 | $1.93B | $72.0M | $49.7M |
| 2016 | 4 | 35,994 | $1.58B | $62.0M | $44.4M |
| 2015 | 4 | 35,489 | $1.40B | $59.9M | $41.4M |
| 2014 | 4 | 30,980 | $1.30B | $61.2M | $37.3M |
| 2013 | 4 | 31,015 | $1.25B | $76.1M | $35.1M |
| 2012 | 4 | 29,957 | $986M | $74.5M | $32.3M |
| 2011 | 4 | 28,487 | $832M | $97.1M | $29.1M |
| 2010 | 4 | 27,050 | $688M | $65.3M | $27.7M |
| 2009 | 4 | 27,257 | $526M | $32.0M | $26.6M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Valic Retirement Services Co. | Custodial (securities); Investment advisory (participants); Investment management; Legal | 7 | $4,151,368 |
| Mercer | Actuarial; Plan Administrator; Consulting (pension) | 1 | $932,417 |
| Aon Investments | Investment management | 1 | $858,680 |
| Prudential Bank & Trust | Investment management | 1 | $275,523 |
| Northern Trust Company | Trustee (bank, trust company, or similar financial institution) | 1 | $138,729 |
| State Street Research & Management | Investment management | 1 | $17,097 |
| MetLife Life Insurance Company | — | 1 | $12,961 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Lehigh Valley Health Network, Inc. have?
8 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Lehigh Valley Health Network, Inc. 403(b) Savings Plan, Lehigh Valley Health Network, Inc. Defined Contribution Retirement Plan, Lehigh Valley Health Network, Inc. Retirement Plan and Lehigh Valley Health Network, Inc. 401(k) Savings Plan and others. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Lehigh Valley Health Network, Inc. contribute to its plans?
$97,257,331 in employer contributions across these plans in their latest plan years, about $1,927 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Valic Retirement Services Co., Mercer, Aon Investments and Prudential Bank & Trust and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.