Other · DOL Form 5500 · 2024
Temple University Health System Inc Retirement Plan
Data updated 2026-08-25
- $1.3B
- Total assets Very large vs avg
- 12,208
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $107,051
- Avg per participant Below avg balance/head
Official DOL plan name: Temple University Health System, Inc. 403(b) Plan · Sponsored by Temple University Health System Inc · Pennsylvania · Healthcare & Social Assistance
$1.3B in assets, 12,208 participants
Temple University Health System Inc's Temple University Health System, Inc. 403(b) Plan reported $1.3B in total assets and 12,208 participants in its 2024 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.
- #16,736 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
Temple University Health System, Inc. 403(b) Plan covers 12,208 participants in Pennsylvania, 15x the typical Pennsylvania plan (state average ~822 per filing). Assets: $1.3B.
- #16,736
- in Healthcare & Social Assistance (16,916 peers)
- +13.3%
- assets growth YoY
- 13×
- vs typical plan assets (national mean)
Temple University Health System, Inc. 403(b) Plan's outsized position by total assets
Temple University Health System, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,306,875,768 Top 1% higher than 99% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Temple University Health System, Inc. 403(b) Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Temple University Health System, Inc. 403(b) Plan is a mega filing (12,208 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Temple University Health System, Inc. 403(b) Plan reported net income fell from $179M in the plan year 2023 filing to $153M in the plan year 2024 filing.
- Temple University Health System, Inc. 403(b) Plan end-of-year assets rose from $1.2B in the plan year 2023 filing to $1.3B in the plan year 2024 filing.
- Temple University Health System, Inc. 403(b) Plan reported participants rose from 11,971 in the plan year 2023 filing to 12,208 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 232825881 · Temple University Health System Inc PY 2024 · Other
Temple University Health System, Inc. 403(b) Plan · $1.3B · 12,208 · 99th
- RANK $1.3B
- RANK 12,208
- RANK 99th
- RANK Other
- RANK near St. Jude Children's Research Hospital Defined Contribution Retirement Plan
- RANK ind #16736
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 →
Temple University Health System, Inc. 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | $153M |
| Employer EIN | 232825881 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Temple University Health System Inc)
Sponsor-wide plan assets over time
All Temple University Health System Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.2B 27.591688862277664% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 20,122 | $1.7B |
| 2023 | 3 | 22,575 | $2.0B |
| 2024 | 3 | 22,967 | $2.2B |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Scale composition for Temple University Health System, Inc. 403(b) Plan
Temple University Health System, Inc. 403(b) Plan reports $1.3B in end-of-year assets across 12,208 participants (0.011% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $107,051 per participant (77% of the national average assets-per-participant) . Net income for plan year 2024 was $153M.
This plan identity (EIN 232825881, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $976M to $1.3B (+34.0%) while covered participants moved from 10,660 to 12,208 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,660 | $976M | Open filing |
| 2023 | 11,971 | $1.2B | Open filing |
| 2024 · index core | 12,208 | $1.3B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Temple University Health System, Inc. Defined Contribution Retirement Plan (Profit Sharing, $876M, 10,394 participants)
Temple University Health System, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is St. Jude Children's Research Hospital Defined Contribution Retirement Plan in TN ($1.3B); by covered participants it is Northwestern University Voluntary Savings Plan in IL (12,219 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.3B here).
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan (TN) $1.3B · 6,588
- The Nemours Foundation Section 403(b) Plan (FL) $1.3B · 9,064
- Board of Electrical Workers Local #26 I.a. Individual Account Plan (MD) $1.3B · 11,691
- Atlantic Health System 403(b) Retirement Savings Plan (NJ) $1.3B · 21,490
Similar participant headcount
Nearest other-state filings by covered participants (12,208 participants); asset peers above are excluded.
- Northwestern University Voluntary Savings Plan (IL) 12,219 · 11 off
- Ballad Health 403(b) Plan (TN) 12,134 · 74 off
- The Mitre Corporation Tax Sheltered Annuity Plan (VA) 12,379 · 171 off
- Employee Retirement Savings Plan - Premier Health Partners (OH) 12,398 · 190 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.