Profit Sharing · DOL Form 5500 · 2022
Jefferson University Physicians Profit Sharing Plan
Data updated 2026-08-11
- $202M
- Total assets
- 2,095
- Participants
- 96th
- Percentile by assets
- $96,590
- Avg per participant
Official DOL plan name: Jefferson University Physicians Voluntary 403(b) Tda Plan · Sponsored by Jefferson University Physicians · Pennsylvania · Educational Services
$202M in assets, 2,095 participants
Jefferson University Physicians's Jefferson University Physicians Voluntary 403(b) Tda Plan reported $202M in total assets and 2,095 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,126 plans)
- #3,728 in Educational Services (4,024 peers)
Coverage in Pennsylvania
Jefferson University Physicians Voluntary 403(b) Tda Plan covers 2,095 participants in Pennsylvania, 2.5x the typical Pennsylvania plan (state average ~822 per filing). Assets: $202M.
- $202M
- total plan assets (2022 EOY)
- 2,095
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $96,590
- avg assets per participant
The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Jefferson University Physicians Voluntary 403(b) Tda Plan reports 2,095 participants - 2.5x that state average ($202M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $218M |
|---|---|
| Net Assets (End of Year) | $202M |
| Net Income | -$16M |
| Employer EIN | 232809585 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jefferson University Physicians)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,132 | $588M |
| 2023 | 2 | 5,300 | $710M |
| 2024 | 2 | 5,955 | $808M |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Jefferson University Physicians Voluntary 403(b) Tda Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
- Eastern Atlantic States Carpenters Annuity Fund $2.0B · 8,058
- University of Pennsylvania Basic Plan $1.4B · 14,515
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $958M · 3,904
- Temple University Health System, Inc. Defined Contribution Retirement Plan $640M · 9,017
- Steamfitters Local Union No. 420 Srp $587M · 6,353
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Jefferson University Physicians Voluntary 403(b) Tda Plan by total assets, not by location.
- Glaziers Individual Account Retirement Plan (CA) $202M · 4,304
- The Employer Retirement Savings Plan- Premier Health Partners (OH) $202M · 11,973
- Christiana Care Health Services, Inc. Defined Contribution Plan (DE) $202M · 8,759
- Central Illinois Carpenters Retirement Savings Fun (IL) $201M · 2,993
Frequently Asked Questions
How did Jefferson University Physicians Voluntary 403(b) Tda Plan assets move in 2022? ▼
How have Jefferson University Physicians plan assets changed over time? ▼
Where does Jefferson University Physicians Voluntary 403(b) Tda Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Jefferson University Physicians Voluntary 403(b) Tda Plan? ▼
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Filing takeaways
Ways to act on Jefferson University Physicians Voluntary 403(b) Tda Plan's numbers.
- By total assets, Jefferson University Physicians Voluntary 403(b) Tda Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Pennsylvania. Compare plans
- Jefferson University Physicians's sponsor-wide assets have grown 37.4% since 2022 across 3 plan years on file. More Educational Services plans