Defined Benefit (Pension) · DOL Form 5500 · 2022
Thomas Jefferson University Pension Plan
Data updated 2026-08-25
- $1.6B
- Total assets Very large vs avg
- 7,255
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $223,884
- Avg per participant Above avg balance/head
Official DOL plan name: Jefferson Defined Benefit Plan · Sponsored by Thomas Jefferson University · Pennsylvania · Healthcare & Social Assistance
$1.6B in assets, 7,255 participants
Thomas Jefferson University's Jefferson Defined Benefit Plan reported $1.6B in total assets and 7,255 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.
- #19,961 in Healthcare & Social Assistance (20,060 peers)
Coverage in Pennsylvania
Jefferson Defined Benefit Plan covers 7,255 participants in Pennsylvania, 8.8x the typical Pennsylvania plan (state average ~822 per filing). Assets: $1.6B.
- #19,961
- in Healthcare & Social Assistance (20,060 peers)
- -17.9%
- assets change YoY
- 16×
- vs typical plan assets (national mean)
The plan reported a net loss of $422M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jefferson Defined Benefit Plan's outsized position by total assets
Jefferson Defined Benefit Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,624,275,326 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 Benefit 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 Defined Benefit Plan lands in the large band (7,255 participants).
EBSA filing schedule strip
Filing strip 231352651 · Thomas Jefferson University PY 2022 · Defined Benefit (Pension)
Jefferson Defined Benefit Plan · $1.6B · 7,255 · 99th
- RANK $1.6B
- RANK 7,255
- RANK 99th
- RANK Defined Benefit (Pension)
- RANK near Bricklayers & Trowel Trades International Pension Fund
- RANK ind #19961
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 Defined Benefit Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $2.0B |
|---|---|
| Net Assets (End of Year) | $1.6B |
| Net Income | -$422M |
| Employer EIN | 231352651 |
| Plan Effective Date | 2018-01-01 |
| 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 Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $10.4B · 27,097
- Steelworkers Pension Trust $5.9B · 52,395
- The PNC Financial Services Group, Inc. Pension Plan $5.4B · 63,731
- Constellation Retirement Program $5.4B · 5,314
- The Bank of New York Mellon Corporation Pension Plan $5.0B · 8,098
Scale composition for Jefferson Defined Benefit Plan
Jefferson Defined Benefit Plan reports $1.6B in end-of-year assets across 7,255 participants (0.013% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $223,884 per participant (1.6x the national average assets-per-participant) . Net income for plan year 2022 was -$422M.
This plan identity (EIN 231352651, plan #010) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.6B to $2.1B (+28.1%) while covered participants moved from 7,255 to 6,179 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,255 | $1.6B | This page |
| 2023 | 6,814 | $1.6B | Open filing |
| 2024 · index core | 6,179 | $2.1B | 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 Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Bricklayers & Trowel Trades International Pension Fund in DC ($1.6B); by covered participants it is Boehringer Ingelheim USA Corporation & Its Affiliates Retirement Plan in CT (7,265 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.6B here).
- Bricklayers & Trowel Trades International Pension Fund (DC) $1.6B · 28,099
- Xpo Logistics Pension Plan (OR) $1.6B · 5,364
- Operating Engineers' Local 324 Pension Fund (MI) $1.6B · 7,511
- Iuoe Stationary Engineers Local 39 Pension Plan (CA) $1.6B · 4,962
Similar participant headcount
Nearest other-state filings by covered participants (7,255 participants); asset peers above are excluded.
- Boehringer Ingelheim USA Corporation & Its Affiliates Retirement Plan (CT) 7,265 · 10 off
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan (WI) 7,278 · 23 off
- Grant Thornton LLP Employees' Retirement Plan (IL) 7,156 · 99 off
- Hotel Union and Hotel Industry of Hawaii Pension Plan (HI) 7,370 · 115 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.