Other · DOL Form 5500 · 2023
Thomas Jefferson University Retirement Plan
Data updated 2026-08-25
- $2.5B
- Total assets Very large vs avg
- 15,783
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $156,307
- Avg per participant Above avg balance/head
Official DOL plan name: Jefferson Defined Contribution Retirement Plan · Sponsored by Thomas Jefferson University · Pennsylvania · Educational Services
$2.5B in assets, 15,783 participants
Thomas Jefferson University's Jefferson Defined Contribution Retirement Plan reported $2.5B in total assets and 15,783 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.
- #3,708 in Educational Services (3,735 peers)
Coverage in Pennsylvania
Jefferson Defined Contribution Retirement Plan covers 15,783 participants in Pennsylvania, 19x the typical Pennsylvania plan (state average ~822 per filing). Assets: $2.5B.
- #3,708
- in Educational Services (3,735 peers)
- +16.9%
- assets growth YoY
- 25×
- vs typical plan assets (national mean)
Jefferson Defined Contribution Retirement Plan's outsized position by total assets
Jefferson Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,466,994,136 Top 1% higher than 99% 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 Defined Contribution Retirement Plan's mega-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 Defined Contribution Retirement Plan is a mega filing (15,783 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jefferson Defined Contribution Retirement Plan reported net income rose from -$300M in the plan year 2022 filing to $356M in the plan year 2023 filing.
- Jefferson Defined Contribution Retirement Plan end-of-year assets rose from $2.1B in the plan year 2022 filing to $2.5B in the plan year 2023 filing.
- Jefferson Defined Contribution Retirement Plan reported participants rose from 14,302 in the plan year 2022 filing to 15,783 in the plan year 2023 filing.
DOL schedule card
Filing strip 231352651 · Thomas Jefferson University PY 2023 · Other
Jefferson Defined Contribution Retirement Plan · $2.5B · 15,783 · 99th
- BOOK $2.5B
- BOOK 15,783
- BOOK 99th
- BOOK Other
- BOOK near The Tax Sheltered Annuity Plan of the Methodist Hospital
- BOOK ind #3708
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 Defined Contribution Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $2.1B |
|---|---|
| Net Assets (End of Year) | $2.5B |
| Net Income | $356M |
| Employer EIN | 231352651 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Thomas Jefferson University)
Sponsor-wide plan assets over time
All Thomas Jefferson University plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.9B 30.46831331329198% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 21,557 | $3.7B |
| 2023 | 2 | 22,597 | $4.1B |
| 2024 | 2 | 23,676 | $4.9B |
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
- The Children's Hospital of Philadelphia Retirement Savings Plan $2.1B · 18,109
Scale composition for Jefferson Defined Contribution Retirement Plan
Jefferson Defined Contribution Retirement Plan reports $2.5B in end-of-year assets across 15,783 participants (0.020% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.017% of 93,925,755 covered participants) - about $156,307 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2023 was $356M.
This plan identity (EIN 231352651, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.1B to $2.8B (+32.3%) while covered participants moved from 14,302 to 17,497 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 14,302 | $2.1B | Open filing |
| 2023 | 15,783 | $2.5B | This page |
| 2024 · index core | 17,497 | $2.8B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Jefferson Defined Contribution Retirement Plan (Other, $2.8B, 17,497 participants)
- Jefferson Defined Benefit Plan (Defined Benefit (Pension), $2.1B, 6,179 participants)
Jefferson Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is The Tax Sheltered Annuity Plan of the Methodist Hospital in TX ($2.5B); by covered participants it is Parkview Health System, Inc. 403(b) Plan in IN (16,096 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.5B here).
- The Tax Sheltered Annuity Plan of the Methodist Hospital (TX) $2.5B · 29,975
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan (MA) $2.4B · 13,981
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund (DC) $2.6B · 431,907
- The Medical College of Wisconsin, Inc. Retirement Plan (WI) $2.3B · 6,591
Similar participant headcount
Nearest other-state filings by covered participants (15,783 participants); asset peers above are excluded.
- Parkview Health System, Inc. 403(b) Plan (IN) 16,096 · 313 off
- The Tax Sheltered Annuity Plan of Texas Children's Hospital (TX) 15,456 · 327 off
- Multicare Health System 403(b) Employee Savings Plan (WA) 15,445 · 338 off
- Froedtert Health, Inc. 403(b) Plan (WI) 15,352 · 431 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.