Other · DOL Form 5500 · 2022
Kennedy Health System Retirement Plan
Data updated 2026-08-25
- $297M
- Total assets Near avg plan size
- 3,943
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $75,311
- Avg per participant Below avg balance/head
Official DOL plan name: Jefferson Health New Jersey 403(b) Plan · Sponsored by Kennedy Health System · Pennsylvania · Healthcare & Social Assistance
$297M in assets, 3,943 participants
Kennedy Health System's Jefferson Health New Jersey 403(b) Plan reported $297M in total assets and 3,943 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.
- #19,481 in Healthcare & Social Assistance (20,060 peers)
Coverage in Pennsylvania
Jefferson Health New Jersey 403(b) Plan covers 3,943 participants in Pennsylvania, 4.8x the typical Pennsylvania plan (state average ~822 per filing). Assets: $297M.
- #19,481
- in Healthcare & Social Assistance (20,060 peers)
- -13.1%
- assets change YoY
- 3.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $45M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jefferson Health New Jersey 403(b) Plan's outsized position by total assets
Jefferson Health New Jersey 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$296,953,089 Top 3% higher than 97% 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 Health New Jersey 403(b) 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 Health New Jersey 403(b) Plan lands in the large band (3,943 participants).
EBSA filing schedule strip
Filing strip 221773439 · Kennedy Health System PY 2022 · Other
Jefferson Health New Jersey 403(b) Plan · $297M · 3,943 · 97th
- PART $297M
- PART 3,943
- PART 97th
- PART Other
- PART near Genesis Health System Retirement Savings Plan
- PART ind #19481
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 Health New Jersey 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $342M |
|---|---|
| Net Assets (End of Year) | $297M |
| Net Income | -$45M |
| Employer EIN | 221773439 |
| Plan Effective Date | 1965-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kennedy Health System)
Sponsor-wide plan assets over time
All Kennedy Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $400M 34.79792190341552% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,943 | $297M |
| 2023 | 1 | 4,391 | $351M |
| 2024 | 1 | 5,069 | $400M |
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
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
Jefferson Health New Jersey 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Genesis Health System Retirement Savings Plan in IA ($297M); by covered participants it is Garnet Health Medical Center 403(b) Retirement Savings Plan in NY (3,959 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($297M here).
- Genesis Health System Retirement Savings Plan (IA) $297M · 4,454
- Roger Williams University Retirement Plan (RI) $297M · 1,769
- Electricians Annuity Plan - IBEW Local 456 (NJ) $296M · 1,442
- Nas Salary Reduction Contribution Retirement Plan (DC) $296M · 913
Similar participant headcount
Nearest other-state filings by covered participants (3,943 participants); asset peers above are excluded.
- Garnet Health Medical Center 403(b) Retirement Savings Plan (NY) 3,959 · 16 off
- Au Medical Center, Inc. 403(b) Retirement Savings Plan (GA) 3,978 · 35 off
- Supplemental Retirement Accounts for All Employees of Dartmouth College (NH) 3,980 · 37 off
- The New School 403(b) Retirement Plans (NY) 3,984 · 41 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.