Other · DOL Form 5500 · 2024

Thomas Jefferson University Retirement Plan

Data updated 2026-07-24

$2.8B
Total assets: 17,497
Participants: 99th
Percentile by assets: $159,598
Avg per participant

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.

99th percentile by assets (of 116,472 plans)

Coverage in Pennsylvania

Jefferson Defined Contribution Retirement Plan covers 17,497 participants in Pennsylvania, 21x the typical Pennsylvania plan (state average ~824 per filing). Assets: $2.8B.

$2.8B
total plan assets (2024 EOY): 17,497
covered participants: 99th
percentile by assets (of 116,472 plans): $159,598
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Pennsylvania

Industry

Educational Services

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 824 participants across 5,360 plans. Jefferson Defined Contribution Retirement Plan reports 17,497 participants - 21x that state average ($2.8B EOY assets).

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)

Total plan assets by year, all Thomas Jefferson University plans on file

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.

Jefferson Defined Contribution Retirement 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
The Children's Hospital of Philadelphia Retirement Savings Plan $2.5B · 19,571

Compare Jefferson Defined Contribution Retiremen… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Jefferson Defined Contribution Retirement Plan by total assets, not by location.

Int'l Brotherhood of Electrical Workers' Pension Benefit Fund (DC) $2.8B · 450,729
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
Northeastern University Retirement Plan (MA) $2.6B · 8,900

Frequently Asked Questions

How did Jefferson Defined Contribution Retirement Plan assets move in 2024? ▼

Jefferson Defined Contribution Retirement Plan grew at a solid clip - up 13.2% during 2024, from $2.5B to $2.8B. Reported net income was $325M.

How have Thomas Jefferson University plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Thomas Jefferson University's sponsor-wide assets grew 30.5%, from $3.7B to $4.9B.

Where does Jefferson Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼

Jefferson Defined Contribution Retirement Plan ranks in the 99th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).

Which Other plans are similar in size to Jefferson Defined Contribution Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Int'l Brotherhood of Electrical Workers' Pension Benefit Fund in DC ($2.8B, 450,729 participants).

Next read for Jefferson Defined Contribution Retiremen…

Filing takeaways

Ways to act on Jefferson Defined Contribution Retirement Plan's numbers.

By total assets, Jefferson Defined Contribution Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
Thomas Jefferson University's sponsor-wide assets have grown 30.5% 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 231352651.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.