Other · DOL Form 5500 · 2024
Thomas Jefferson University Retirement Plan
Data updated 2026-08-25
- $2.8B
- Total assets Very large vs avg
- 17,497
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $159,598
- Avg per participant Above avg balance/head
Official DOL plan name: Jefferson Defined Contribution Retirement Plan · Sponsored by Thomas Jefferson University · Pennsylvania · Educational Services
$2.8B in assets, 17,497 participants
Thomas Jefferson University's Jefferson Defined Contribution Retirement Plan reported $2.8B in total assets and 17,497 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #3,613 in Educational Services (3,638 peers)
Coverage in Pennsylvania
Jefferson Defined Contribution Retirement Plan covers 17,497 participants in Pennsylvania, 21x the typical Pennsylvania plan (state average ~822 per filing). Assets: $2.8B.
- #3,613
- in Educational Services (3,638 peers)
- +13.2%
- assets growth YoY
- 28×
- vs typical plan assets (national mean)
Jefferson Defined Contribution Retirement Plan's outsized position by total assets
Jefferson Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,792,479,411 Top 1% higher than 99% 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 Defined Contribution Retirement Plan's mega-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 Defined Contribution Retirement Plan is a mega filing (17,497 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jefferson Defined Contribution Retirement Plan end-of-year assets rose from $2.5B in the plan year 2023 filing to $2.8B in the plan year 2024 filing.
- Jefferson Defined Contribution Retirement Plan reported participants rose from 15,783 in the plan year 2023 filing to 17,497 in the plan year 2024 filing.
- Jefferson Defined Contribution Retirement Plan reported net income fell from $356M in the plan year 2023 filing to $325M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 231352651 · Thomas Jefferson University PY 2024 · Other
Jefferson Defined Contribution Retirement Plan · $2.8B · 17,497 · 99th
- RANK $2.8B
- PHOTO 17,497
- IND 99th
- EOY Other
- 5500 near Int'l Brotherhood of Electrical Workers' Pension Benefit Fund
- ASSETS ind #3613
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 Defined Contribution Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $2.5B |
|---|---|
| Net Assets (End of Year) | $2.8B |
| Net Income | $325M |
| Employer EIN | 231352651 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Thomas Jefferson University)
Sponsor-wide plan assets over time
All Thomas Jefferson University plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.9B 30.46831331329198% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 21,557 | $3.7B |
| 2023 | 2 | 22,597 | $4.1B |
| 2024 | 2 | 23,676 | $4.9B |
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
- The Children's Hospital of Philadelphia Retirement Savings Plan $2.5B · 19,571
Scale composition for Jefferson Defined Contribution Retirement Plan
Jefferson Defined Contribution Retirement Plan reports $2.8B in end-of-year assets across 17,497 participants (0.023% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.019% of 93,925,755 covered participants) - about $159,598 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2024 was $325M.
This plan identity (EIN 231352651, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.1B to $2.8B (+32.3%) while covered participants moved from 14,302 to 17,497 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 14,302 | $2.1B | Open filing |
| 2023 | 15,783 | $2.5B | Open filing |
| 2024 · index core | 17,497 | $2.8B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Jefferson Defined Benefit Plan (Defined Benefit (Pension), $2.1B, 6,179 participants)
Jefferson Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Int'l Brotherhood of Electrical Workers' Pension Benefit Fund in DC ($2.8B); by covered participants it is Scripps Health 403(b) Plan in CA (17,599 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.8B here).
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund (DC) $2.8B · 450,729
- Wellstar Health System, Inc. Supplemental Retirement Savings Plan (GA) $2.8B · 26,097
- Ohiohealth Retirement Savings Plan 403(b) (OH) $2.7B · 29,710
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan (FL) $2.7B · 26,141
Similar participant headcount
Nearest other-state filings by covered participants (17,497 participants); asset peers above are excluded.
- Scripps Health 403(b) Plan (CA) 17,599 · 102 off
- St. Lukes Health System Matched 403b Plan (ID) 17,370 · 127 off
- Johns Hopkins Health System Corporation 403(b) Plan (MD) 17,081 · 416 off
- The Tax Sheltered Annuity Plan of Texas Children's Hospital (TX) 16,971 · 526 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.