Other · DOL Form 5500 · 2023
Temple University Health System Inc Retirement Plan
Data updated 2026-08-11
- $1.2B
- Total assets
- 11,971
- Participants
- 99th
- Percentile by assets
- $96,390
- Avg per participant
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.
- 99th percentile by assets (of 127,072 plans)
- #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.
- $1.2B
- total plan assets (2023 EOY)
- 11,971
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $96,390
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Temple University Health System, Inc. 403(b) Plan reports 11,971 participants - 15x that state average ($1.2B EOY assets).
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)
| 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.
Temple University Health System, Inc. 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
- 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)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Temple University Health System, Inc. 403(b) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Temple University Health System, Inc. 403(b) Plan assets move in 2023? ▼
How have Temple University Health System Inc plan assets changed over time? ▼
Where does Temple University Health System, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Temple University Health System, Inc. 403(b) Plan? ▼
Next read for Temple University Health System, Inc. 40…
Filing takeaways
Ways to act on Temple University Health System, Inc. 403(b) Plan's numbers.
- By total assets, Temple University Health System, Inc. 403(b) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Temple University Health System Inc's sponsor-wide assets have grown 27.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans