Profit Sharing · DOL Form 5500 · 2022
Jefferson University Physicians Profit Sharing Plan
Data updated 2026-08-11
- $385M
- Total assets
- 3,037
- Participants
- 97th
- Percentile by assets
- $126,894
- Avg per participant
Official DOL plan name: Jefferson University Physicians Retirement Plan · Sponsored by Jefferson University Physicians · Pennsylvania · Healthcare & Social Assistance
$385M in assets, 3,037 participants
Jefferson University Physicians's Jefferson University Physicians Retirement Plan reported $385M in total assets and 3,037 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,126 plans)
- #19,593 in Healthcare & Social Assistance (20,060 peers)
Coverage in Pennsylvania
Jefferson University Physicians Retirement Plan covers 3,037 participants in Pennsylvania, 3.7x the typical Pennsylvania plan (state average ~822 per filing). Assets: $385M.
- $385M
- total plan assets (2022 EOY)
- 3,037
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $126,894
- avg assets per participant
The plan reported a net loss of $57M 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 Retirement Plan reports 3,037 participants - 3.7x that state average ($385M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $442M |
|---|---|
| Net Assets (End of Year) | $385M |
| Net Income | -$57M |
| Employer EIN | 232809585 |
| Plan Effective Date | 1995-07-01 |
| 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 Retirement 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 Retirement Plan by total assets, not by location.
- American Heart Association, Inc. Qualified Retirement Plan (TX) $383M · 2,793
- Regions Hospital Retirement Savings 401(k) Plan (MN) $390M · 5,861
- Structural Iron Workers Local #1 Annuity Plan (IL) $393M · 3,069
- Connecticut Children's Retirement Savings Plan (CT) $377M · 2,969
Frequently Asked Questions
How did Jefferson University Physicians Retirement Plan assets move in 2022? ▼
How have Jefferson University Physicians plan assets changed over time? ▼
Where does Jefferson University Physicians Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Jefferson University Physicians Retirement Plan? ▼
Next read for Jefferson University Physicians Retireme…
Filing takeaways
Ways to act on Jefferson University Physicians Retirement Plan's numbers.
- By total assets, Jefferson University Physicians Retirement 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 Healthcare & Social Assistance plans