Other · DOL Form 5500 · 2023
Temple University Health System Inc Retirement Plan
Data updated 2026-08-25
- $1.2B
- Total assets Very large vs avg
- 11,971
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $96,390
- Avg per participant Below avg balance/head
Official DOL plan name: Temple University Health System, Inc. 403(b) Plan · Sponsored by Temple University Health System Inc · Pennsylvania · Healthcare & Social Assistance
$1.2B in assets, 11,971 participants
Temple University Health System Inc's Temple University Health System, Inc. 403(b) Plan reported $1.2B in total assets and 11,971 participants in its 2023 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.
- #17,504 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
Temple University Health System, Inc. 403(b) Plan covers 11,971 participants in Pennsylvania, 15x the typical Pennsylvania plan (state average ~822 per filing). Assets: $1.2B.
- #17,504
- in Healthcare & Social Assistance (17,684 peers)
- +18.3%
- assets growth YoY
- 12×
- vs typical plan assets (national mean)
Temple University Health System, Inc. 403(b) Plan's outsized position by total assets
Temple University Health System, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,153,884,676 Top 1% higher than 99% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Temple University Health System, Inc. 403(b) Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Temple University Health System, Inc. 403(b) Plan is a mega filing (11,971 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Temple University Health System, Inc. 403(b) Plan reported net income rose from -$149M in the plan year 2022 filing to $179M in the plan year 2023 filing.
- Temple University Health System, Inc. 403(b) Plan end-of-year assets rose from $976M in the plan year 2022 filing to $1.2B in the plan year 2023 filing.
- Temple University Health System, Inc. 403(b) Plan reported participants rose from 10,660 in the plan year 2022 filing to 11,971 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 232825881 · Temple University Health System Inc PY 2023 · Other
Temple University Health System, Inc. 403(b) Plan · $1.2B · 11,971 · 99th
- SCH $1.2B
- SCH 11,971
- SCH 99th
- SCH Other
- SCH near Defined Contribution Retirement Plan for Faculty of the University of Miami
- SCH ind #17504
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 →
Temple University Health System, Inc. 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $976M |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | $179M |
| Employer EIN | 232825881 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Temple University Health System Inc)
Sponsor-wide plan assets over time
All Temple University Health System Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.2B 27.591688862277664% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 20,122 | $1.7B |
| 2023 | 3 | 22,575 | $2.0B |
| 2024 | 3 | 22,967 | $2.2B |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Scale composition for Temple University Health System, Inc. 403(b) Plan
Temple University Health System, Inc. 403(b) Plan reports $1.2B in end-of-year assets across 11,971 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $96,390 per participant (70% of the national average assets-per-participant) . Net income for plan year 2023 was $179M.
This plan identity (EIN 232825881, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $976M to $1.3B (+34.0%) while covered participants moved from 10,660 to 12,208 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,660 | $976M | Open filing |
| 2023 | 11,971 | $1.2B | This page |
| 2024 · index core | 12,208 | $1.3B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Temple University Health System, Inc. 403(b) Plan (Other, $1.3B, 12,208 participants)
- Temple University Health System, Inc. Defined Contribution Retirement Plan (Profit Sharing, $876M, 10,394 participants)
Temple University Health System, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Defined Contribution Retirement Plan for Faculty of the University of Miami in FL ($1.1B); by covered participants it is The Mitre Corporation Tax Sheltered Annuity Plan in MA (11,980 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.2B here).
- Defined Contribution Retirement Plan for Faculty of the University of Miami (FL) $1.1B · 972
- Ucar Retirement Plan (CO) $1.1B · 1,444
- Lifespan Corporation 403(b)Retirement Plan (RI) $1.2B · 9,416
- New York University Supplemental Tax Deferred Annuity Plan (NY) $1.2B · 17,231
Similar participant headcount
Nearest other-state filings by covered participants (11,971 participants); asset peers above are excluded.
- The Mitre Corporation Tax Sheltered Annuity Plan (MA) 11,980 · 9 off
- Northern Light Health Retirement Partnership 403(b) Plan (ME) 12,015 · 44 off
- Intelycare, Inc. 401(k) Plan (MA) 11,785 · 186 off
- Ballad Health 403(b) Plan (TN) 11,769 · 202 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.