Other · DOL Form 5500 · 2023
Kennedy Health System Retirement Plan
Data updated 2026-08-25
- $351M
- Total assets Above avg plan size
- 4,391
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $79,863
- 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
$351M in assets, 4,391 participants
Kennedy Health System's Jefferson Health New Jersey 403(b) Plan reported $351M in total assets and 4,391 participants in its 2023 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.
- #17,129 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
Jefferson Health New Jersey 403(b) Plan covers 4,391 participants in Pennsylvania, 5.3x the typical Pennsylvania plan (state average ~822 per filing). Assets: $351M.
- #17,129
- in Healthcare & Social Assistance (17,684 peers)
- +18.1%
- assets growth YoY
- 3.5×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$350,677,098 Top 3% higher than 97% 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
Jefferson Health New Jersey 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2023 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 (4,391 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jefferson Health New Jersey 403(b) Plan reported net income rose from -$45M in the plan year 2022 filing to $54M in the plan year 2023 filing.
- Jefferson Health New Jersey 403(b) Plan end-of-year assets rose from $297M in the plan year 2022 filing to $351M in the plan year 2023 filing.
- Jefferson Health New Jersey 403(b) Plan reported participants rose from 3,943 in the plan year 2022 filing to 4,391 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 221773439 · Kennedy Health System PY 2023 · Other
Jefferson Health New Jersey 403(b) Plan · $351M · 4,391 · 97th
- RANK $351M
- RANK 4,391
- RANK 97th
- RANK Other
- RANK near Clark University Retirement Plan
- RANK ind #17129
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) | $297M |
|---|---|
| Net Assets (End of Year) | $351M |
| Net Income | $54M |
| 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 $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
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 Clark University Retirement Plan in MA ($351M); by covered participants it is Retirement Savings Plan III in FL (4,394 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($351M here).
- Clark University Retirement Plan (MA) $351M · 727
- Clarkson University Pension Plan (NY) $351M · 889
- Pih Health, Inc. 403(b) Plan (CA) $352M · 6,165
- Saint Francis Health System, Inc. 403(b) Savings P (OK) $352M · 991
Similar participant headcount
Nearest other-state filings by covered participants (4,391 participants); asset peers above are excluded.
- Retirement Savings Plan III (FL) 4,394 · 3 off
- Sinai Health System Consolidated 403(b) Plan (IL) 4,383 · 8 off
- St. Charles Health System Retirement Plan (OR) 4,378 · 13 off
- Bridgeport Hospital Tax Sheltered Annuity Plan (CT) 4,407 · 16 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.