Other · DOL Form 5500 · 2022
Thomas Jefferson University Retirement Plan
Data updated 2026-08-25
- $2.1B
- Total assets Very large vs avg
- 14,302
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $147,616
- Avg per participant Above avg balance/head
Official DOL plan name: Jefferson Defined Contribution Retirement Plan · Sponsored by Thomas Jefferson University · Pennsylvania · Educational Services
$2.1B in assets, 14,302 participants
Thomas Jefferson University's Jefferson Defined Contribution Retirement Plan reported $2.1B in total assets and 14,302 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.
- #3,998 in Educational Services (4,024 peers)
Coverage in Pennsylvania
Jefferson Defined Contribution Retirement Plan covers 14,302 participants in Pennsylvania, 17x the typical Pennsylvania plan (state average ~822 per filing). Assets: $2.1B.
- #3,998
- in Educational Services (4,024 peers)
- -12.4%
- assets change YoY
- 21×
- vs typical plan assets (national mean)
The plan reported a net loss of $300M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jefferson Defined Contribution Retirement Plan's outsized position by total assets
Jefferson Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,111,204,470 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
Jefferson Defined Contribution Retirement 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. Jefferson Defined Contribution Retirement Plan is a mega filing (14,302 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 231352651 · Thomas Jefferson University PY 2022 · Other
Jefferson Defined Contribution Retirement Plan · $2.1B · 14,302 · 99th
- PHOTO $2.1B
- PHOTO 14,302
- PHOTO 99th
- PHOTO Other
- PHOTO near Vanderbilt University Retirement Plan
- PHOTO ind #3998
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 Defined Contribution Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $2.4B |
|---|---|
| Net Assets (End of Year) | $2.1B |
| Net Income | -$300M |
| Employer EIN | 231352651 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Thomas Jefferson University)
Sponsor-wide plan assets over time
All Thomas Jefferson University plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.9B 30.46831331329198% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 21,557 | $3.7B |
| 2023 | 2 | 22,597 | $4.1B |
| 2024 | 2 | 23,676 | $4.9B |
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
- The Children's Hospital of Philadelphia Retirement Savings Plan $1.8B · 15,989
Scale composition for Jefferson Defined Contribution Retirement Plan
Jefferson Defined Contribution Retirement Plan reports $2.1B in end-of-year assets across 14,302 participants (0.017% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.015% of 93,925,755 covered participants) - about $147,616 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2022 was -$300M.
This plan identity (EIN 231352651, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.1B to $2.8B (+32.3%) while covered participants moved from 14,302 to 17,497 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 14,302 | $2.1B | This page |
| 2023 | 15,783 | $2.5B | Open filing |
| 2024 · index core | 17,497 | $2.8B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Jefferson Defined Contribution Retirement Plan (Other, $2.8B, 17,497 participants)
- Jefferson Defined Benefit Plan (Defined Benefit (Pension), $2.1B, 6,179 participants)
Jefferson Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Vanderbilt University Retirement Plan in TN ($2.1B); by covered participants it is Retirement Plan for Officers of Columbia University in NY (14,287 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.1B here).
- Vanderbilt University Retirement Plan (TN) $2.1B · 6,874
- Memorial Hermann Health System Employees' Retirement Savings Plan (TX) $2.2B · 28,410
- The Medical College of Wisconsin, Inc. Retirement Plan (WI) $2.0B · 6,020
- Beaumont Health 403(b) Retirement Savings Plan (MI) $2.2B · 33,585
Similar participant headcount
Nearest other-state filings by covered participants (14,302 participants); asset peers above are excluded.
- Retirement Plan for Officers of Columbia University (NY) 14,287 · 15 off
- Parkview Health System, Inc. 403(b) Plan (IN) 14,230 · 72 off
- The Tax Sheltered Annuity Plan of Texas Children's Hospital (TX) 14,185 · 117 off
- Cornell University Retirement Plan for the Employees of the Endowed Colleges at Ithaca (NY) 14,145 · 157 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.