Profit Sharing · DOL Form 5500 · 2022

Jefferson University Physicians Profit Sharing Plan

Data updated 2026-08-25

$202M
Total assets Near avg plan size
2,095
Participants Near avg headcount
96th
Percentile by assets National rank
$96,590
Avg per participant Below avg balance/head
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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.

  • #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.

#3,728
in Educational Services (4,024 peers)
-7.2%
assets change YoY
2.0×
vs typical plan assets (national mean)

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.

Jefferson University Physicians Voluntary 403(b) Tda Plan's outsized position by total assets

Jefferson University Physicians Voluntary 403(b) Tda Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$202,355,686 Top 4% higher than 96% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Jefferson University Physicians Voluntary 403(b) Tda Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jefferson University Physicians Voluntary 403(b) Tda Plan lands in the large band (2,095 participants).

DOL schedule card

Filing strip 232809585 · Jefferson University Physicians PY 2022 · Profit Sharing

Jefferson University Physicians Voluntary 403(b) Tda Plan · $202M · 2,095 · 96th

  • EOY $202M
  • 5500 2,095
  • ASSETS 96th
  • PCT Profit Sharing
  • EIN near Glaziers Individual Account Retirement Plan
  • RANK ind #3728

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 Educational Services retirement plans → · Plans in Pennsylvania →

Jefferson University Physicians Voluntary 403(b) Tda Plan in the asset neighbourhood

Jefferson University Physicians Voluntary 403(b) Tda PlanJefferson University Physici…$202MGlaziers Individual Account Retirement PlanGlaziers Individual Account …$202MThe Employer Retirement Savings Plan- Premier Health PartnersThe Employer Retirement Savi…$202MChristiana Care Health Services, Inc. Defined Contribution PlanChristiana Care Health Servi…$202MCentral Illinois Carpenters Retirement Savings FunCentral Illinois Carpenters …$201M
End-of-year total assets ($M) among Jefferson University Physicians Voluntary 403(b) Tda Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$218M
Net Assets (End of Year)$202M
Net Income-$16M
Employer EIN232809585
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jefferson University Physicians)

Sponsor-wide plan assets over time

All Jefferson University Physicians plans reported in each filing year

Latest sponsor-wide plan assets
$808M 37.44716120521838% vs 2022
2024 filing year
$500M$600M$700M$800M$900M 202220232024 $588M $808M ▲ +37.4%
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 Scatter plot of 6 data points. 05000100001500020000 00.511.522.5 Total assets ($B) Participants Jefferson University Physicians Voluntary 403(b) Tda Plan, Total assets ($B): 0.202355686 · Participants: 2095Jefferson University Physicians Voluntary 403(b) Tda PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.032358305 · Participants: 8058Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.417850182 · Participants: 14515University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 0.958457322 · Participants: 3904International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.640341222 · Participants: 9017Temple University Health System, Inc. Defined Contribution Retirement PlanSteamfitters Local Union No. 420 Srp, Total assets ($B): 0.58659727 · Participants: 6353Steamfitters Local Union No. 420 Srp
Jefferson University Physicians Voluntary 403(b) Tda Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Jefferson University Physicians Voluntary 403(b) Tda Plan side-by-side with 3 peers →

Jefferson University Physicians Voluntary 403(b) Tda Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Glaziers Individual Account Retirement Plan in CA ($202M); by covered participants it is Carpenter Co. Profit-Sharing Plan in VA (2,096 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,095 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jefferson University Physicians Voluntary 403(b) Tda Plan assets move in 2022? ▼
Jefferson University Physicians Voluntary 403(b) Tda Plan pulled back noticeably - down 7.2% during 2022, from $218M to $202M. Reported net income was -$16M.
How have Jefferson University Physicians plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jefferson University Physicians's sponsor-wide assets grew 37.4%, from $588M to $808M.
Where does Jefferson University Physicians Voluntary 403(b) Tda Plan rank by assets among Form 5500 filers? ▼
Jefferson University Physicians Voluntary 403(b) Tda Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Jefferson University Physicians Voluntary 403(b) Tda Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Glaziers Individual Account Retirement Plan in CA ($202M, 4,304 participants).
Which Profit Sharing plans cover a similar participant headcount to Jefferson University Physicians Voluntary 403(b) Tda Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Carpenter Co. Profit-Sharing Plan in VA (2,096 participants, $263M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 232809585.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.