Defined Benefit (Pension) · DOL Form 5500 · 2022
Thomas Jefferson University Pension Plan
Data updated 2026-08-11
- $1.6B
- Total assets
- 7,255
- Participants
- 99th
- Percentile by assets
- $223,884
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $1.6B
- total plan assets (2022 EOY)
- 7,255
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $223,884
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Jefferson Defined Benefit Plan reports 7,255 participants - 8.8x that state average ($1.6B EOY assets).
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)
| 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.
Jefferson Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
- 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Jefferson Defined Benefit Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Jefferson Defined Benefit Plan assets move in 2022? ▼
How have Thomas Jefferson University plan assets changed over time? ▼
Where does Jefferson Defined Benefit Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Jefferson Defined Benefit Plan? ▼
Next read for Jefferson Defined Benefit Plan
Filing takeaways
Ways to act on Jefferson Defined Benefit Plan's numbers.
- By total assets, Jefferson Defined Benefit Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) 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 Healthcare & Social Assistance plans