Profit Sharing · DOL Form 5500 · 2024
Jefferson University Physicians Profit Sharing Plan
Data updated 2026-08-25
- $287M
- Total assets Near avg plan size
- 2,751
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $104,283
- Avg per participant Below avg balance/head
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.
- #3,379 in Educational Services (3,638 peers)
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 ~822 per filing). Assets: $287M.
- #3,379
- in Educational Services (3,638 peers)
- +16.1%
- assets growth YoY
- 2.9×
- vs typical plan assets (national mean)
Jefferson University Physicians Voluntary 403(b) Tda Plan's outsized position by total assets
Jefferson University Physicians Voluntary 403(b) Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$286,882,965 Top 4% higher than 96% 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
Jefferson University Physicians Voluntary 403(b) Tda Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jefferson University Physicians Voluntary 403(b) Tda Plan lands in the large band (2,751 participants).
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.
Form 5500 schedule snapshot
Filing strip 232809585 · Jefferson University Physicians PY 2024 · Profit Sharing
Jefferson University Physicians Voluntary 403(b) Tda Plan · $287M · 2,751 · 96th
- BOOK $287M
- VS-ST 2,751
- BOY 96th
- SCH Profit Sharing
- EBSA near Bricklayers and Stone Masons of Illinois DC No.1, B.a.C. Annuity Fund
- PART ind #3379
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 Educational Services retirement plans → · Plans in Pennsylvania →
Jefferson University Physicians Voluntary 403(b) Tda Plan in the asset neighbourhood
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)
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 $2.2B · 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
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $781M · 2,477
Jefferson University Physicians Voluntary 403(b) Tda Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Bricklayers and Stone Masons of Illinois DC No.1, B.a.C. Annuity Fund in IL ($288M); by covered participants it is NECA-IBEW Memphis Retirement Plan in MI (2,755 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($287M here).
- 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
- Airborn, Inc. Defined Contribution Plan (TX) $291M · 1,286
- Williams & Connolly LLP Profit Sharing Plan and Trust (DC) $283M · 702
Similar participant headcount
Nearest other-state filings by covered participants (2,751 participants); asset peers above are excluded.
- NECA-IBEW Memphis Retirement Plan (MI) 2,755 · 4 off
- Nfl Player Annuity Program (MD) 2,745 · 6 off
- Asbestos Workers Locals 80 and 51 Supplemental Pension Plan (FL) 2,757 · 6 off
- Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan (GA) 2,710 · 41 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.