Profit Sharing · DOL Form 5500 · 2022

Jefferson University Physicians Profit Sharing Plan

Data updated 2026-08-25

$385M
Total assets Above avg plan size
3,037
Participants Above avg headcount
97th
Percentile by assets National rank
$126,894
Avg per participant Near avg balance/head
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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.

  • #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.

#19,593
in Healthcare & Social Assistance (20,060 peers)
-12.8%
assets change YoY
3.9×
vs typical plan assets (national mean)

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.

Jefferson University Physicians Retirement Plan's outsized position by total assets

Jefferson University Physicians Retirement Plan vs every filed plan by assets

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

$385,378,433 Top 3% higher than 97% 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 Retirement 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 Retirement Plan lands in the large band (3,037 participants).

EBSA filing schedule strip

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

Jefferson University Physicians Retirement Plan · $385M · 3,037 · 97th

  • NET $385M
  • NET 3,037
  • NET 97th
  • NET Profit Sharing
  • NET near American Heart Association, Inc. Qualified Retirement Plan
  • NET ind #19593

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Jefferson University Physicians Retirement Plan in the asset neighbourhood

Structural Iron Workers Local #1 Annuity PlanStructural Iron Workers Loca…$393MRegions Hospital Retirement Savings 401(k) PlanRegions Hospital Retirement …$390MJefferson University Physicians Retirement PlanJefferson University Physici…$385MAmerican Heart Association, Inc. Qualified Retirement PlanAmerican Heart Association, …$383MConnecticut Children's Retirement Savings PlanConnecticut Children's Retir…$377M
End-of-year total assets ($M) among Jefferson University Physicians Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$442M
Net Assets (End of Year)$385M
Net Income-$57M
Employer EIN232809585
Plan Effective Date1995-07-01
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 Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 00.511.522.5 Total assets ($B) Participants Jefferson University Physicians Retirement Plan, Total assets ($B): 0.385378433 · Participants: 3037Jefferson University Physicians Retirement 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 Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Jefferson University Physicians Retirement Plan side-by-side with 3 peers →

Jefferson University Physicians Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is American Heart Association, Inc. Qualified Retirement Plan in TX ($383M); by covered participants it is Asbestos Workers Locals 80 and 51 Supplemental Pension Plan in FL (3,031 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,037 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 Retirement Plan assets move in 2022? ▼
Jefferson University Physicians Retirement Plan pulled back noticeably - down 12.8% during 2022, from $442M to $385M. Reported net income was -$57M.
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 Retirement Plan rank by assets among Form 5500 filers? ▼
Jefferson University Physicians Retirement Plan ranks in the 97th 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 Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is American Heart Association, Inc. Qualified Retirement Plan in TX ($383M, 2,793 participants).
Which Profit Sharing plans cover a similar participant headcount to Jefferson University Physicians Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Asbestos Workers Locals 80 and 51 Supplemental Pension Plan in FL (3,031 participants, $41M 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.