Defined Benefit (Pension) · DOL Form 5500 · 2024

Thomas Jefferson University Pension Plan

Data updated 2026-08-25

$2.1B
Total assets Very large vs avg
6,179
Participants Above avg headcount
99th
Percentile by assets National rank
$336,808
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jefferson Defined Benefit Plan · Sponsored by Thomas Jefferson University · Pennsylvania · Healthcare & Social Assistance

$2.1B in assets, 6,179 participants

Thomas Jefferson University's Jefferson Defined Benefit Plan reported $2.1B in total assets and 6,179 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.

  • #16,807 in Healthcare & Social Assistance (16,916 peers)

Coverage in Pennsylvania

Jefferson Defined Benefit Plan covers 6,179 participants in Pennsylvania, 7.5x the typical Pennsylvania plan (state average ~822 per filing). Assets: $2.1B.

#16,807
in Healthcare & Social Assistance (16,916 peers)
+27.5%
assets growth YoY
21×
vs typical plan assets (national mean)

The plan reported a net loss of $97M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jefferson Defined Benefit Plan's outsized position by total assets

Jefferson Defined Benefit Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,081,138,073 Top 1% higher than 99% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Jefferson Defined Benefit 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 Defined Benefit Plan lands in the large band (6,179 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jefferson Defined Benefit Plan reported net income fell from $8M in the plan year 2023 filing to -$97M in the plan year 2024 filing.
  • Jefferson Defined Benefit Plan end-of-year assets rose from $1.6B in the plan year 2023 filing to $2.1B in the plan year 2024 filing.
  • Jefferson Defined Benefit Plan reported participants fell from 6,814 in the plan year 2023 filing to 6,179 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 231352651 · Thomas Jefferson University PY 2024 · Defined Benefit (Pension)

Jefferson Defined Benefit Plan · $2.1B · 6,179 · 99th

  • PCT $2.1B
  • PCT 6,179
  • PCT 99th
  • PCT Defined Benefit (Pension)
  • PCT near Linde U.S. Pension Plan
  • PCT ind #16807

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 Defined Benefit Plan in the asset neighbourhood

Jefferson Defined Benefit PlanJefferson Defined Benefit Pl…$2.1BLinde U.S. Pension Plan$2.1BNavy Federal Credit Union Employees' Retirement PlanNavy Federal Credit Union Em…$2.1BThe Northwestern Mutual Life Insurance Company Agents Retirement PlanThe Northwestern Mutual Life…$2.1BAlaska Electrical Pension PlanAlaska Electrical Pension Pl…$2.1B
End-of-year total assets ($B) among Jefferson Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$1.6B
Net Assets (End of Year)$2.1B
Net Income-$97M
Employer EIN231352651
Plan Effective Date2018-01-01
Filing StatusFILING 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
$3.5B$4B$4.5B$5B 202220232024 $3.74B $4.87B ▲ +30.2%
Year Plans Participants Total Assets
2022 2 21,557 $3.7B
2023 2 22,597 $4.1B
2024 2 23,676 $4.9B

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Jefferson Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 051015 Total assets ($B) Participants Jefferson Defined Benefit Plan, Total assets ($B): 2.081138073 · Participants: 6179Jefferson Defined Benefit PlanNational Elevator Industry Pension Plan, Total assets ($B): 12.213235301 · Participants: 28308National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 7.234971663 · Participants: 46110Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.528998 · Participants: 58779The PNC Financial Services Group, Inc. Pension PlanThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.178651926 · Participants: 6387The Bank of New York Mellon Corporation Pension PlanConstellation Retirement Program, Total assets ($B): 5.003720253 · Participants: 4809Constellation Retirement Program
Jefferson Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Jefferson Defined Benefit Plan side-by-side with 3 peers →

Scale composition for Jefferson Defined Benefit Plan

Jefferson Defined Benefit Plan reports $2.1B in end-of-year assets across 6,179 participants (0.017% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $336,808 per participant (2.4x the national average assets-per-participant) . Net income for plan year 2024 was -$97M.

This plan identity (EIN 231352651, plan #010) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.6B to $2.1B (+28.1%) while covered participants moved from 7,255 to 6,179 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 7,255 $1.6B Open filing
2023 6,814 $1.6B Open filing
2024 · index core 6,179 $2.1B This page

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Jefferson Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Linde U.S. Pension Plan in CT ($2.1B); by covered participants it is Willis-Knighton Medical Center Employees Retirement Plan in LA (6,197 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.1B here).

Similar participant headcount

Nearest other-state filings by covered participants (6,179 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jefferson Defined Benefit Plan assets move in 2024? ▼
Jefferson Defined Benefit Plan grew sharply - up 27.5% during 2024, from $1.6B to $2.1B. Reported net income was -$97M.
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 Benefit Plan rank by assets among Form 5500 filers? ▼
Jefferson Defined Benefit Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Jefferson Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Linde U.S. Pension Plan in CT ($2.1B, 6,738 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jefferson Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Willis-Knighton Medical Center Employees Retirement Plan in LA (6,197 participants, $1.2B in assets).

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.