Profit Sharing · DOL Form 5500 · 2024
Jefferson University Physicians Profit Sharing Plan
Data updated 2026-07-24
- $287M
- Total assets
- 2,751
- Participants
- 96th
- Percentile by assets
- $104,283
- Avg per participant
Official DOL plan name: Jefferson University Physicians Voluntary 403(b) Tda Plan · Sponsored by Jefferson University Physicians · Pennsylvania · Educational Services
$287M in assets, 2,751 participants
Jefferson University Physicians's Jefferson University Physicians Voluntary 403(b) Tda Plan reported $287M in total assets and 2,751 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 116,472 plans)
Coverage in Pennsylvania
Jefferson University Physicians Voluntary 403(b) Tda Plan covers 2,751 participants in Pennsylvania, 3.3x the typical Pennsylvania plan (state average ~824 per filing). Assets: $287M.
- $287M
- total plan assets (2024 EOY)
- 2,751
- covered participants
- 96th
- percentile by assets (of 116,472 plans)
- $104,283
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jefferson University Physicians Voluntary 403(b) Tda Plan reported participants rose from 2,211 in the plan year 2023 filing to 2,751 in the plan year 2024 filing.
- Jefferson University Physicians Voluntary 403(b) Tda Plan end-of-year assets rose from $247M in the plan year 2023 filing to $287M in the plan year 2024 filing.
- Jefferson University Physicians Voluntary 403(b) Tda Plan reported net income fell from $45M in the plan year 2023 filing to $40M 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 Voluntary 403(b) Tda Plan reports 2,751 participants - 3.3x that state average ($287M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $247M |
|---|---|
| Net Assets (End of Year) | $287M |
| Net Income | $40M |
| Employer EIN | 232809585 |
| Plan Effective Date | 2009-01-01 |
| 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 Voluntary 403(b) Tda 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 Voluntary 403(b) Tda Plan by total assets, not by location.
- Bricklayers and Stone Masons of Illinois DC No.1, B.a.C. Annuity Fund (IL) $288M · 5,117
- Consolidated Defined Contribution Plan of Hackensack Meridian Health (NJ) $290M · 6,983
- Williams & Connolly LLP Profit Sharing Plan and Trust (DC) $283M · 702
- Metro-Ila Individual Account Retirement Plan (NJ) $278M · 1,613
Frequently Asked Questions
How did Jefferson University Physicians Voluntary 403(b) Tda Plan assets move in 2024? ▼
How have Jefferson University Physicians plan assets changed over time? ▼
Where does Jefferson University Physicians Voluntary 403(b) Tda Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Jefferson University Physicians Voluntary 403(b) Tda Plan? ▼
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Filing takeaways
Ways to act on Jefferson University Physicians Voluntary 403(b) Tda Plan's numbers.
- By total assets, Jefferson University Physicians Voluntary 403(b) Tda 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 Educational Services 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.