Profit Sharing · DOL Form 5500 · 2024
Jefferson University Physicians Profit Sharing Plan
Data updated 2026-07-24
- $521M
- Total assets
- 3,204
- Participants
- 97th
- Percentile by assets
- $162,591
- Avg per participant
Official DOL plan name: Jefferson University Physicians Retirement Plan · Sponsored by Jefferson University Physicians · Pennsylvania · Healthcare & Social Assistance
$521M in assets, 3,204 participants
Jefferson University Physicians's Jefferson University Physicians Retirement Plan reported $521M in total assets and 3,204 participants in its 2024 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.
- 97th percentile by assets (of 116,472 plans)
Coverage in Pennsylvania
Jefferson University Physicians Retirement Plan covers 3,204 participants in Pennsylvania, 3.9x the typical Pennsylvania plan (state average ~824 per filing). Assets: $521M.
- $521M
- total plan assets (2024 EOY)
- 3,204
- covered participants
- 97th
- percentile by assets (of 116,472 plans)
- $162,591
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jefferson University Physicians Retirement Plan reported net income fell from $78M in the plan year 2023 filing to $57M in the plan year 2024 filing.
- Jefferson University Physicians Retirement Plan end-of-year assets rose from $463M in the plan year 2023 filing to $521M in the plan year 2024 filing.
- Jefferson University Physicians Retirement Plan reported participants rose from 3,089 in the plan year 2023 filing to 3,204 in the plan year 2024 filing.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 824 participants across 5,360 plans. Jefferson University Physicians Retirement Plan reports 3,204 participants - 3.9x that state average ($521M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $463M |
|---|---|
| Net Assets (End of Year) | $521M |
| Net Income | $57M |
| Employer EIN | 232809585 |
| Plan Effective Date | 1995-07-01 |
| 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 Physicians Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
- Eastern Atlantic States Carpenters Annuity Fund $2.2B · 14,807
- University of Pennsylvania Basic Plan $2.0B · 21,954
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.3B · 3,927
- Temple University Health System, Inc. Defined Contribution Retirement Plan $876M · 10,394
- Steamfitters Local Union No. 420 Srp $728M · 6,716
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Jefferson University Physicians Retirement Plan by total assets, not by location.
- Steamfitters Local 602 Retirement Savings Plan Savings Plan (MD) $522M · 4,949
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico (PR) $519M · 1,140
- Worthington Steel, Inc. 401(k) Retirement Savings Plan (OH) $523M · 2,500
- Kpmg Partner Retirement Savings Plan (NJ) $524M · 1,704
Frequently Asked Questions
How did Jefferson University Physicians Retirement Plan assets move in 2024? ▼
How have Jefferson University Physicians plan assets changed over time? ▼
Where does Jefferson University Physicians Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Jefferson University Physicians Retirement Plan? ▼
Next read for Jefferson University Physicians Retireme…
Filing takeaways
Ways to act on Jefferson University Physicians Retirement Plan's numbers.
- By total assets, Jefferson University Physicians Retirement 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 Healthcare & Social Assistance plans
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 232809585.
Read our methodology - how this data is sourced, computed, and verified.