Lebanon Valley Brethren Home 401(k) match, vesting and fees
What Lebanon Valley Brethren Home's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 2,291 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Lebanon Valley Brethren Home: employer contribution per participant | $1,817 | |
| Peer median | $1,440 |
| Lebanon Valley Brethren Home: average balance | $49,030 | |
| Peer median | $38,351 |
| Lebanon Valley Brethren Home: admin expenses ÷ assets | 0.53% | |
| Peer median | 0.47% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $12.2M at the end of plan year 2021 to $14.5M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 317 | $14.5M | $538K | $1,817 | 0.53% | Not published | Form 5500 ↗ |
| 2024 | 290 | $13.2M | $496K | $1,757 | 0.55% | Not published | Form 5500 ↗ |
| 2023 | 284 | $11.8M | $480K | $1,722 | 0.48% | Not published | Form 5500 ↗ |
| 2022 | 281 | $10.2M | $453K | $1,664 | 0.47% | Not published | Form 5500 ↗ |
| 2021 | 274 | $12.2M | $473K | $1,753 | 0.43% | Not published | Form 5500 ↗ |
Common questions
Does Lebanon Valley Brethren Home match 401(k) contributions?
The match terms for the Retirement Plan of Lebanon Valley Brethren Home have not been published from its filing yet. The plan year 2025 filing reports $538K in employer contributions, about $1,817 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lebanon Valley Brethren Home 401(k) match vested?
The vesting schedule for the Retirement Plan of Lebanon Valley Brethren Home is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lebanon Valley Brethren Home 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Insurance Company. The plan administrator is Lebanon Valley Brethren Home.
I left Lebanon Valley Brethren Home. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Lebanon Valley Brethren Home, (717) 838-5406) or the recordkeeper, Principal Life Insurance Company. The Lebanon Valley Brethren Home old 401(k) page lists the contacts from every plan filing. Find an old Lebanon Valley Brethren Home 401(k)
Data from the public Form 5500 annual reports Lebanon Valley Brethren Home filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Lebanon Valley Brethren Home. Not financial advice. Report a correction · Methodology