Other · DOL Form 5500 · 2023
Kennedy Health System Retirement Plan
Data updated 2026-08-11
- $351M
- Total assets
- 4,391
- Participants
- 97th
- Percentile by assets
- $79,863
- Avg per participant
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.
- 97th percentile by assets (of 127,072 plans)
- #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.
- $351M
- total plan assets (2023 EOY)
- 4,391
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $79,863
- avg assets per participant
Where Jefferson Health New Jersey 403(b) Plan sits 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
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Jefferson Health New Jersey 403(b) Plan reports 4,391 participants - 5.3x that state average ($351M EOY assets).
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)
| 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.
Jefferson Health New Jersey 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Jefferson Health New Jersey 403(b) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Jefferson Health New Jersey 403(b) Plan assets move in 2023? ▼
How have Kennedy Health System plan assets changed over time? ▼
Where does Jefferson Health New Jersey 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Jefferson Health New Jersey 403(b) Plan? ▼
Next read for Jefferson Health New Jersey 403(b) Plan
Filing takeaways
Ways to act on Jefferson Health New Jersey 403(b) Plan's numbers.
- By total assets, Jefferson Health New Jersey 403(b) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Kennedy Health System's sponsor-wide assets have grown 34.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans