Profit Sharing · DOL Form 5500 · 2023
Jefferson University Physicians Profit Sharing Plan
Data updated 2026-08-25
- $463M
- Total assets Above avg plan size
- 3,089
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $150,032
- Avg per participant Above avg balance/head
Official DOL plan name: Jefferson University Physicians Retirement Plan · Sponsored by Jefferson University Physicians · Pennsylvania · Healthcare & Social Assistance
$463M in assets, 3,089 participants
Jefferson University Physicians's Jefferson University Physicians Retirement Plan reported $463M in total assets and 3,089 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.
- #17,237 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
Jefferson University Physicians Retirement Plan covers 3,089 participants in Pennsylvania, 3.8x the typical Pennsylvania plan (state average ~822 per filing). Assets: $463M.
- #17,237
- in Healthcare & Social Assistance (17,684 peers)
- +20.3%
- assets growth YoY
- 4.6×
- vs typical plan assets (national mean)
Jefferson University Physicians Retirement Plan's outsized position by total assets
Jefferson University Physicians Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$463,447,587 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 University Physicians Retirement 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 Physicians Retirement Plan lands in the large band (3,089 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jefferson University Physicians Retirement Plan reported net income rose from -$57M in the plan year 2022 filing to $78M in the plan year 2023 filing.
- Jefferson University Physicians Retirement Plan end-of-year assets rose from $385M in the plan year 2022 filing to $463M in the plan year 2023 filing.
- Jefferson University Physicians Retirement Plan reported participants rose from 3,037 in the plan year 2022 filing to 3,089 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 232809585 · Jefferson University Physicians PY 2023 · Profit Sharing
Jefferson University Physicians Retirement Plan · $463M · 3,089 · 97th
- RANK $463M
- RANK 3,089
- RANK 97th
- RANK Profit Sharing
- RANK near Connecticut Children's Retirement Savings Plan
- RANK ind #17237
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 University Physicians Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $385M |
|---|---|
| Net Assets (End of Year) | $463M |
| Net Income | $78M |
| Employer EIN | 232809585 |
| Plan Effective Date | 1995-07-01 |
| 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 Physicians Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Connecticut Children's Retirement Savings Plan in CT ($467M); by covered participants it is Structural Iron Workers Local #1 Annuity Plan in IL (3,083 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($463M here).
- Connecticut Children's Retirement Savings Plan (CT) $467M · 3,094
- American Heart Association, Inc. Qualified Retirement Plan (TX) $457M · 3,455
- Presbyterian Healthcare Services 401(a) Plan (NM) $455M · 11,386
- University of Maryland Medical System 401(a) Defined Contribution Plan (MD) $475M · 6,953
Similar participant headcount
Nearest other-state filings by covered participants (3,089 participants); asset peers above are excluded.
- Structural Iron Workers Local #1 Annuity Plan (IL) 3,083 · 6 off
- Gilster-Mary Lee Corp Employees Profit Sharing Retirement Trust (IL) 3,113 · 24 off
- Connecticut Laborers' Annuity Plan (CT) 3,065 · 24 off
- IBEW Local 1049 Craft Annuity Fund (NY) 3,061 · 28 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.