Profit Sharing · DOL Form 5500 · 2023
Jefferson University Physicians Profit Sharing Plan
Data updated 2026-08-11
- $247M
- Total assets
- 2,211
- Participants
- 96th
- Percentile by assets
- $111,723
- Avg per participant
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.
- 96th percentile by assets (of 127,072 plans)
- #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.
- $247M
- total plan assets (2023 EOY)
- 2,211
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $111,723
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Jefferson University Physician Voluntary 403(b) Tda Plan reports 2,211 participants - 2.7x that state average ($247M EOY assets).
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)
| 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.
Jefferson University Physician Voluntary 403(b) Tda Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Jefferson University Physician Voluntary 403(b) Tda Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Jefferson University Physician Voluntary 403(b) Tda Plan assets move in 2023? ▼
How have Jefferson University Physicians plan assets changed over time? ▼
Where does Jefferson University Physician Voluntary 403(b) Tda Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Jefferson University Physician Voluntary 403(b) Tda Plan? ▼
Next read for Jefferson University Physician Voluntary…
Filing takeaways
Ways to act on Jefferson University Physician Voluntary 403(b) Tda Plan's numbers.
- By total assets, Jefferson University Physician Voluntary 403(b) Tda Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Pennsylvania. Compare plans
- Jefferson University Physicians's sponsor-wide assets have grown 37.4% since 2022 across 3 plan years on file. More Educational Services plans