Other · DOL Form 5500 · 2022
Thomas Jefferson University Retirement Plan
Data updated 2026-08-06
- $2.1B
- Total assets
- 14,302
- Participants
- 99th
- Percentile by assets
- $147,616
- Avg per participant
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.
- 99th percentile by assets (of 139,258 plans)
- #3,999 in Educational Services (4,025 peers)
Coverage in Pennsylvania
Jefferson Defined Contribution Retirement Plan covers 14,302 participants in Pennsylvania, 17x the typical Pennsylvania plan (state average ~824 per filing). Assets: $2.1B.
- $2.1B
- total plan assets (2022 EOY)
- 14,302
- covered participants
- 99th
- percentile by assets (of 139,258 plans)
- $147,616
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 824 participants across 5,360 plans. Jefferson Defined Contribution Retirement Plan reports 14,302 participants - 17x that state average ($2.1B EOY assets).
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)
| 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.
Jefferson Defined Contribution Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
- 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 (0.018% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.016% of 89,805,449 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)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Jefferson Defined Contribution Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Jefferson Defined Contribution Retirement Plan assets move in 2022? ▼
How have Thomas Jefferson University plan assets changed over time? ▼
Where does Jefferson Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Jefferson Defined Contribution Retirement Plan? ▼
Next read for Jefferson Defined Contribution Retiremen…
Filing takeaways
Ways to act on Jefferson Defined Contribution Retirement Plan's numbers.
- By total assets, Jefferson Defined Contribution Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Thomas Jefferson University's sponsor-wide assets have grown 30.5% since 2022 across 3 plan years on file. More Educational Services plans