Jefferson University Physicians retirement plans

Jefferson University Physicians, Philadelphia, PA. EIN 23-2809585. Annual reports 2009–2024. Also filed as Jefferson Faculty Foundation.

Jefferson University Physicians has 2 active retirement plans on file. The largest is the Jefferson University Physicians Retirement Plan, with 5,619 participants and $521 million in assets in 2024. No traditional pension plan appears in Jefferson University Physicians's filings since 2009.

Active plans: 2
Participants: 9,832
Plan assets: $808 million
Plans on file: 2
Industry: Health care

All 2 plans

Active plans first

Jefferson University Physicians Retirement Plan

Profit-sharing planActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 23-2809585
Participants (2024): 5,619
Net assets (2024): $521 million
Last listed recordkeeper: TIAAEarlier: Fidelity (2010–2011)
Plan administrator: Jefferson University Physicians
1101 Market Street, Suite 2300
Philadelphia, PA 19107
(215) 503-1866As filed for 2024
In effect since: July 1, 1995

Earlier sponsor: Jefferson Faculty Foundation (2009–2013).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,619	$521 million	not listed
2023	5,359	$463 million	not listed
2022	5,103	$385 million	not listed
2021	4,919	$442 million	TIAA
2020	4,464	$432 million	TIAA
2019	4,532	$326 million	TIAA
2018	4,273	$301 million	TIAA
2017	4,302	$273 million	TIAA
2016	4,202	$241 million	TIAA
2015	4,072	$201 million	TIAA
2014	4,149	$191 million	TIAA
2013	3,984	$179 million	TIAA
2012	3,901	$147 million	TIAA
2011	3,798	$124 million	Fidelity
2010	3,906	$115 million	Fidelity
2009	4,715	$91.0 million	not listed

Jefferson University Physicians Voluntary 403(b) Tda Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 23-2809585
Participants (2024): 4,213
Net assets (2024): $287 million
Plan administrator: Jefferson University Physicians
1101 Market Street, Suite 2300
Philadelphia, PA 19107
(215) 503-1866As filed for 2024
In effect since: January 1, 2009

Earlier plan names: Jefferson University Physicians Voluntary 403B Tda Plan; Jefferson University Physicians Voluntary 403B Tda Plan Plan; Jefferson University Physician Voluntary 403(b) Tda Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,213	$287 million	not listed
2023	3,763	$247 million	not listed
2022	3,084	$202 million	not listed
2021	2,765	$218 million	not listed
2020	2,419	$180 million	not listed
2019	2,220	$146 million	not listed
2018	1,856	$110 million	not listed
2017	1,629	$108 million	not listed
2016	1,330	$86.2 million	not listed
2015	998	$67.4 million	not listed
2014	907	$60.4 million	not listed
2013	783	$47.8 million	not listed
2012	682	$36.8 million	not listed
2011	615	$29.6 million	not listed
2010	576	$26.4 million	not listed
2009	568	$21.5 million	not listed

If you had money in one of these plans

Or call the plan administrator listed on the plan below ((215) 503-1866). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Jefferson University Physicians Retirement Plan

Jefferson University Physicians Voluntary 403(b) Tda Plan

If you had money in one of these plans

What these numbers are

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