Plan5500

Lehigh Valley, PA Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lehigh Valley, PA has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $25,809,840 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Lehigh Valley

  • 2 loaded plans hold $25.8M in reported assets across 1 sponsors.
  • The largest, First Commonwealth Federal Credit Union Retirement Plan, holds 100% of reported Lehigh Valley plan assets.
  • Plans cover 438 participants — about 219 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$25.8MSummed across loaded plans$25,809,840
Total reported assets$25.8M$25,809,840
Total reported participants438
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$25.8M total assets
Net assets$25.8MLiabilities$0
Contributions & income
Employer contributions$1M
Participant contributions$1.2M
Total income / additions$6.5M
Expenses & distributions
Benefits paid / distributions$856.5K
Total expenses$884.3K
Net increase / (decrease)$5.6M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lehigh Valley, PA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Lehigh Valley market comparison

Largest plan share of assets100%First Commonwealth Federal Credit Union Retirement Plan
Participants per plan219Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Lehigh Valley

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    First Commonwealth Federal Credit Union Retirement Plan$25.8M
    First Commonwealth Federal Credit Union · 2023
  2. 2
    First Commonwealth Federal Credit Union Employee Benefits Plannot reported in the loaded dataset
    First Commonweath Federal Credit Union · 2023

Largest plans in Lehigh Valley → · Lehigh Valley plans by participants → · Lehigh Valley plans with financial data → · Lehigh Valley plans with provider compensation → · $1B+ plans in Lehigh Valley →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lehigh Valley, PA?
2 plan(s) reported by 1 sponsor(s) are loaded for Lehigh Valley, PA.

Related Form 5500 pages