Other · DOL Form 5500 · 2024
Kennedy Health System Retirement Plan
Data updated 2026-08-11
- $400M
- Total assets
- 5,069
- Participants
- 97th
- Percentile by assets
- $78,968
- Avg per participant
Official DOL plan name: Jefferson Health New Jersey 403(b) Plan · Sponsored by Kennedy Health System · Pennsylvania · Healthcare & Social Assistance
$400M in assets, 5,069 participants
Kennedy Health System's Jefferson Health New Jersey 403(b) Plan reported $400M in total assets and 5,069 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 123,622 plans)
- #16,362 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
Jefferson Health New Jersey 403(b) Plan covers 5,069 participants in Pennsylvania, 6.2x the typical Pennsylvania plan (state average ~822 per filing). Assets: $400M.
- $400M
- total plan assets (2024 EOY)
- 5,069
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $78,968
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jefferson Health New Jersey 403(b) Plan reported participants rose from 4,391 in the plan year 2023 filing to 5,069 in the plan year 2024 filing.
- Jefferson Health New Jersey 403(b) Plan end-of-year assets rose from $351M in the plan year 2023 filing to $400M in the plan year 2024 filing.
- Jefferson Health New Jersey 403(b) Plan reported net income fell from $54M in the plan year 2023 filing to $50M in the plan year 2024 filing.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Jefferson Health New Jersey 403(b) Plan reports 5,069 participants - 6.2x that state average ($400M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $351M |
|---|---|
| Net Assets (End of Year) | $400M |
| Net Income | $50M |
| Employer EIN | 221773439 |
| Plan Effective Date | 1965-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kennedy Health System)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,943 | $297M |
| 2023 | 1 | 4,391 | $351M |
| 2024 | 1 | 5,069 | $400M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
Jefferson Health New Jersey 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
- 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 Jefferson Health New Jersey 403(b) Plan
Jefferson Health New Jersey 403(b) Plan reports $400M in end-of-year assets across 5,069 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $78,968 per participant (57% of the national average assets-per-participant) . Net income for plan year 2024 was $50M.
This plan identity (EIN 221773439, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $297M to $400M (+34.8%) while covered participants moved from 3,943 to 5,069 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 3,943 | $297M | Open filing |
| 2023 | 4,391 | $351M | Open filing |
| 2024 · index core | 5,069 | $400M | This page |
Similar-Sized Other Plans Nationally
Other plans in other states closest to Jefferson Health New Jersey 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Jefferson Health New Jersey 403(b) Plan assets move in 2024? ▼
How have Kennedy Health System plan assets changed over time? ▼
Where does Jefferson Health New Jersey 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Jefferson Health New Jersey 403(b) Plan? ▼
Next read for Jefferson Health New Jersey 403(b) Plan
Filing takeaways
Ways to act on Jefferson Health New Jersey 403(b) Plan's numbers.
- By total assets, Jefferson Health New Jersey 403(b) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Kennedy Health System's sponsor-wide assets have grown 34.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans