Profit Sharing · DOL Form 5500 · 2023
Jefferson University Physicians Profit Sharing Plan
Data updated 2026-08-25
- $247M
- Total assets Near avg plan size
- 2,211
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $111,723
- Avg per participant Below avg balance/head
Official DOL plan name: Jefferson University Physician Voluntary 403(b) Tda Plan · Sponsored by Jefferson University Physicians · Pennsylvania · Educational Services
$247M in assets, 2,211 participants
Jefferson University Physicians's Jefferson University Physician Voluntary 403(b) Tda Plan reported $247M in total assets and 2,211 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #3,468 in Educational Services (3,735 peers)
Coverage in Pennsylvania
Jefferson University Physician Voluntary 403(b) Tda Plan covers 2,211 participants in Pennsylvania, 2.7x the typical Pennsylvania plan (state average ~822 per filing). Assets: $247M.
- #3,468
- in Educational Services (3,735 peers)
- +22.1%
- assets growth YoY
- 2.5×
- vs typical plan assets (national mean)
Jefferson University Physician Voluntary 403(b) Tda Plan's outsized position by total assets
Jefferson University Physician Voluntary 403(b) Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$247,018,675 Top 4% higher than 96% 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 University Physician Voluntary 403(b) Tda 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 University Physician Voluntary 403(b) Tda Plan lands in the large band (2,211 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jefferson University Physician Voluntary 403(b) Tda Plan reported net income rose from -$16M in the plan year 2022 filing to $45M in the plan year 2023 filing.
- Jefferson University Physician Voluntary 403(b) Tda Plan end-of-year assets rose from $202M in the plan year 2022 filing to $247M in the plan year 2023 filing.
- Jefferson University Physician Voluntary 403(b) Tda Plan reported participants rose from 2,095 in the plan year 2022 filing to 2,211 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 232809585 · Jefferson University Physicians PY 2023 · Profit Sharing
Jefferson University Physician Voluntary 403(b) Tda Plan · $247M · 2,211 · 96th
- RANK $247M
- RANK 2,211
- RANK 96th
- RANK Profit Sharing
- RANK near Connecticut Pipetrades Local No. 777 Annuity Plan
- RANK ind #3468
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 Educational Services retirement plans → · Plans in Pennsylvania →
Jefferson University Physician Voluntary 403(b) Tda Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $202M |
|---|---|
| Net Assets (End of Year) | $247M |
| Net Income | $45M |
| Employer EIN | 232809585 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jefferson University Physicians)
Sponsor-wide plan assets over time
All Jefferson University Physicians plans reported in each filing year
- Latest sponsor-wide plan assets
- $808M 37.44716120521838% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,132 | $588M |
| 2023 | 2 | 5,300 | $710M |
| 2024 | 2 | 5,955 | $808M |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
Jefferson University Physician Voluntary 403(b) Tda Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Connecticut Pipetrades Local No. 777 Annuity Plan in CT ($246M); by covered participants it is The Health Care Authority for Baptist Health Matching Dollar Plan in AL (2,207 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($247M here).
- Connecticut Pipetrades Local No. 777 Annuity Plan (CT) $246M · 2,559
- Christiana Care Health Services, Inc. Defined Contribution Plan (DE) $248M · 9,395
- Connecticut Laborers' Annuity Plan (CT) $245M · 3,065
- Metro-Ila Individual Account Retirement Plan (NJ) $244M · 1,322
Similar participant headcount
Nearest other-state filings by covered participants (2,211 participants); asset peers above are excluded.
- The Health Care Authority for Baptist Health Matching Dollar Plan (AL) 2,207 · 4 off
- Hawaii Electricians Annuity Plan (HI) 2,215 · 4 off
- Medical Card System Savings Plan (PR) 2,205 · 6 off
- United Regional Health Care System 401(a) Retirement Savings Plan (TX) 2,223 · 12 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.