Other · DOL Form 5500 · 2022
Temple University Health System Inc Retirement Plan
Data updated 2026-08-25
- $976M
- Total assets Above avg plan size
- 10,660
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $91,517
- Avg per participant Below avg balance/head
Official DOL plan name: Temple University Health System, Inc. 403(b) Plan · Sponsored by Temple University Health System Inc · Pennsylvania · Healthcare & Social Assistance
$976M in assets, 10,660 participants
Temple University Health System Inc's Temple University Health System, Inc. 403(b) Plan reported $976M in total assets and 10,660 participants in its 2022 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.
- #19,880 in Healthcare & Social Assistance (20,060 peers)
Coverage in Pennsylvania
Temple University Health System, Inc. 403(b) Plan covers 10,660 participants in Pennsylvania, 13x the typical Pennsylvania plan (state average ~822 per filing). Assets: $976M.
- #19,880
- in Healthcare & Social Assistance (20,060 peers)
- -13.2%
- assets change YoY
- 9.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $149M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Temple University Health System, Inc. 403(b) Plan's outsized position by total assets
Temple University Health System, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$975,566,645 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Temple University Health System, Inc. 403(b) Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Temple University Health System, Inc. 403(b) Plan is a mega filing (10,660 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 232825881 · Temple University Health System Inc PY 2022 · Other
Temple University Health System, Inc. 403(b) Plan · $976M · 10,660 · 99th
- IND $976M
- IND 10,660
- IND 99th
- IND Other
- IND near Dartmouth-Hitchcock Employee Investment Plan
- IND ind #19880
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 →
Temple University Health System, Inc. 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $975M |
| Net Income | -$149M |
| Employer EIN | 232825881 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Temple University Health System Inc)
Sponsor-wide plan assets over time
All Temple University Health System Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.2B 27.591688862277664% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 20,122 | $1.7B |
| 2023 | 3 | 22,575 | $2.0B |
| 2024 | 3 | 22,967 | $2.2B |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
Scale composition for Temple University Health System, Inc. 403(b) Plan
Temple University Health System, Inc. 403(b) Plan reports $976M in end-of-year assets across 10,660 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $91,517 per participant (66% of the national average assets-per-participant) . Net income for plan year 2022 was -$149M.
This plan identity (EIN 232825881, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $976M to $1.3B (+34.0%) while covered participants moved from 10,660 to 12,208 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,660 | $976M | This page |
| 2023 | 11,971 | $1.2B | Open filing |
| 2024 · index core | 12,208 | $1.3B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Temple University Health System, Inc. 403(b) Plan (Other, $1.3B, 12,208 participants)
- Temple University Health System, Inc. Defined Contribution Retirement Plan (Profit Sharing, $876M, 10,394 participants)
Temple University Health System, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Dartmouth-Hitchcock Employee Investment Plan in NH ($971M); by covered participants it is Baptist Health 403(b) Plan in AR (10,693 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($976M here).
- Dartmouth-Hitchcock Employee Investment Plan (NH) $971M · 10,713
- Long Island University Retirement Plan (NY) $962M · 1,051
- John Muir Health 403b Plan (CA) $960M · 6,556
- West Virginia University Health System 403(b) Retirement Savings Plan (WV) $960M · 18,993
Similar participant headcount
Nearest other-state filings by covered participants (10,660 participants); asset peers above are excluded.
- Baptist Health 403(b) Plan (AR) 10,693 · 33 off
- Aspirus, Inc. Retirement Plan (WI) 10,709 · 49 off
- Shands Healthcare Matched Savings Account 403(b) (FL) 10,522 · 138 off
- Centracare Health System 403(b) Plan (MN) 10,840 · 180 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.