Other · DOL Form 5500 · 2024
Kennedy Health System Retirement Plan
Data updated 2026-08-25
- $400M
- Total assets Above avg plan size
- 5,069
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $78,968
- Avg per participant Below avg balance/head
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.
- #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.
- #16,362
- in Healthcare & Social Assistance (16,916 peers)
- +14.1%
- assets growth YoY
- 4.0×
- vs typical plan assets (national mean)
Jefferson Health New Jersey 403(b) Plan's outsized position by total assets
Jefferson Health New Jersey 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$400,286,593 Top 3% higher than 97% 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 Health New Jersey 403(b) 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 Health New Jersey 403(b) Plan lands in the large band (5,069 participants).
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.
EBSA filing schedule strip
Filing strip 221773439 · Kennedy Health System PY 2024 · Other
Jefferson Health New Jersey 403(b) Plan · $400M · 5,069 · 97th
- BOOK $400M
- VS-ST 5,069
- BOY 97th
- SCH Other
- EBSA near Mary Washington Healthcare 403(b) Plan
- PART ind #16362
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 →
Jefferson Health New Jersey 403(b) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Kennedy Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $400M 34.79792190341552% vs 2022
- 2024 filing year
| 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.
- 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 |
Jefferson Health New Jersey 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Mary Washington Healthcare 403(b) Plan in VA ($400M); by covered participants it is Baptist Health Care, Inc. Retirement Savings 403(b) Plan in FL (5,090 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($400M here).
Similar participant headcount
Nearest other-state filings by covered participants (5,069 participants); asset peers above are excluded.
- Baptist Health Care, Inc. Retirement Savings 403(b) Plan (FL) 5,090 · 21 off
- John Muir Health 403b Plan (CA) 5,098 · 29 off
- Au Health System, Inc. 403(b) Retirement Savings Plan (GA) 5,098 · 29 off
- Tidalhealth 403(b) Plan (MD) 5,033 · 36 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.