Defined Benefit (Pension) · DOL Form 5500 · 2023

Thomas Jefferson University Pension Plan

Data updated 2026-08-25

$1.6B
Total assets Very large vs avg
6,814
Participants Above avg headcount
99th
Percentile by assets National rank
$239,572
Avg per participant Above avg balance/head
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Official DOL plan name: Jefferson Defined Benefit Plan · Sponsored by Thomas Jefferson University · Pennsylvania · Healthcare & Social Assistance

$1.6B in assets, 6,814 participants

Thomas Jefferson University's Jefferson Defined Benefit Plan reported $1.6B in total assets and 6,814 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.

  • #17,567 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Jefferson Defined Benefit Plan covers 6,814 participants in Pennsylvania, 8.3x the typical Pennsylvania plan (state average ~822 per filing). Assets: $1.6B.

#17,567
in Healthcare & Social Assistance (17,684 peers)
+0.5%
assets growth YoY
16×
vs typical plan assets (national mean)

Jefferson Defined Benefit Plan's outsized position by total assets

Jefferson Defined Benefit Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,632,444,456 Top 1% higher than 99% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Jefferson Defined Benefit 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 Defined Benefit Plan lands in the large band (6,814 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jefferson Defined Benefit Plan reported net income rose from -$422M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Jefferson Defined Benefit Plan reported participants fell from 7,255 in the plan year 2022 filing to 6,814 in the plan year 2023 filing.
  • Jefferson Defined Benefit Plan end-of-year assets rose from $1.6B in the plan year 2022 filing to $1.6B in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 231352651 · Thomas Jefferson University PY 2023 · Defined Benefit (Pension)

Jefferson Defined Benefit Plan · $1.6B · 6,814 · 99th

  • EIN $1.6B
  • RANK 6,814
  • PHOTO 99th
  • IND Defined Benefit (Pension)
  • EOY near Boehringer Ingelheim USA Corporation & Its Affiliates Retirement Plan
  • 5500 ind #17567

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 Defined Benefit Plan in the asset neighbourhood

Boehringer Ingelheim USA Corporation & Its Affiliates Retirement PlanBoehringer Ingelheim USA Cor…$1.6BThe Tjx Companies, Inc Retirement PlanThe Tjx Companies, Inc Retir…$1.6BJefferson Defined Benefit PlanJefferson Defined Benefit Pl…$1.6BGeneral Mills Pension Plan$1.6BTeamsters Local 639 - Employers Pension Trust FundTeamsters Local 639 - Employ…$1.6B
End-of-year total assets ($B) among Jefferson Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$1.6B
Net Assets (End of Year)$1.6B
Net Income$8M
Employer EIN231352651
Plan Effective Date2018-01-01
Filing StatusFILING 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
$3.5B$4B$4.5B$5B 202220232024 $3.74B $4.87B ▲ +30.2%
Year Plans Participants Total Assets
2022 2 21,557 $3.7B
2023 2 22,597 $4.1B
2024 2 23,676 $4.9B

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Jefferson Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 051015 Total assets ($B) Participants Jefferson Defined Benefit Plan, Total assets ($B): 1.632444456 · Participants: 6814Jefferson Defined Benefit PlanNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
Jefferson Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Jefferson Defined Benefit Plan side-by-side with 3 peers →

Scale composition for Jefferson Defined Benefit Plan

Jefferson Defined Benefit Plan reports $1.6B in end-of-year assets across 6,814 participants (0.013% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $239,572 per participant (1.7x the national average assets-per-participant) . Net income for plan year 2023 was $8M.

This plan identity (EIN 231352651, plan #010) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.6B to $2.1B (+28.1%) while covered participants moved from 7,255 to 6,179 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 7,255 $1.6B Open filing
2023 6,814 $1.6B This page
2024 · index core 6,179 $2.1B Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Jefferson Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Boehringer Ingelheim USA Corporation & Its Affiliates Retirement Plan in CT ($1.6B); by covered participants it is Northwest Airlines Pension Plan for Contract Employees in GA (6,817 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.6B here).

Similar participant headcount

Nearest other-state filings by covered participants (6,814 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jefferson Defined Benefit Plan assets move in 2023? ▼
Jefferson Defined Benefit Plan held essentially flat - up 0.5% during 2023, from $1.6B to $1.6B. Reported net income was $8M.
How have Thomas Jefferson University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Thomas Jefferson University's sponsor-wide assets grew 30.5%, from $3.7B to $4.9B.
Where does Jefferson Defined Benefit Plan rank by assets among Form 5500 filers? ▼
Jefferson Defined Benefit Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Jefferson Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Boehringer Ingelheim USA Corporation & Its Affiliates Retirement Plan in CT ($1.6B, 8,178 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jefferson Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Northwest Airlines Pension Plan for Contract Employees in GA (6,817 participants, $3.8B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231352651.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.