Kennedy Health System pension plans

Kennedy Health System, Philadelphia, PA. EIN 22-1773439. Annual reports 2009–2024. Also filed as Kennedy Memorial Hospitals- University Medical Center; Kennedy Memorial Hospital University Medical Center; Kennedy Health Systems.

Kennedy Health System has one active retirement plan on file, the Jefferson Health New Jersey 403(b) Plan, with 8,873 participants and $400 million in assets in 2024.

Active plans: 1
Participants: 8,873
Plan assets: $400 million
Plans on file: 2
Industry: Health care

All 2 plans

Active plans first

Jefferson Health New Jersey 403(b) Plan

403(b)Active

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

Plan number: 004Employer EIN 22-1773439
Participants (2024): 8,873
Net assets (2024): $400 million
Last listed recordkeeper: Fidelity2009–2019
Plan administrator: Kennedy Health System
1101 Market Street, Suite 2300
Philadelphia, PA 19107
(856) 661-5186As filed for 2024
In effect since: January 1, 1965

Earlier sponsor: Kennedy Health Systems (2010–2014).

Earlier plan names: Kennedy Health System Retirement Savings Plan; Kennedy Health Systems Retirement Savings Plan; Jefferson Health New Jersey 403(b) Plan F/K/A Kennedy Health System Retirement Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	8,873	$400 million	not listed
2023	8,366	$351 million	not listed
2022	7,083	$297 million	not listed
2021	6,081	$342 million	not listed
2020	5,442	$304 million	not listed
2019	5,315	$258 million	Fidelity
2018	6,392	$209 million	Fidelity
2017	6,347	$213 million	Fidelity
2016	6,693	$175 million	Fidelity
2015	6,964	$164 million	Fidelity
2014	7,884	$164 million	Fidelity
2013	8,921	$153 million	Fidelity
2012	9,240	$129 million	Fidelity
2011	9,388	$114 million	Fidelity
2010	4,459	$113 million	Fidelity
2009	4,338	$96.8 million	Fidelity

Kennedy Health Systems Cash Balance Pension Plan

Cash balance pensionMerged

Merged. In 2017 its assets moved to the Jefferson Defined Benefit Plan, sponsored by Thomas Jefferson University (EIN 23-1352651, plan 010). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 22-1773439
Participants (2016): 5,624
Net assets (2016): $124 million
Plan administrator: Kennedy Memorial Hospital University Medical Center
P.O. Box 5085
Cherry Hill, NJ 08034
(856) 661-5186As filed for 2017
In effect since: January 1, 1969

Earlier sponsor: Kennedy Memorial Hospitals- University Medical Center (2009–2010).

Earlier plan names: Kennedy Health System Cash Balance Pension Plan.

Year by year, 2009 to 2017

Plan year	Participants	Net assets	Recordkeeper
2017	0	$0	not listed
2016	5,624	$124 million	not listed
2015	5,552	$117 million	not listed
2014	5,326	$117 million	not listed
2013	5,203	$113 million	not listed
2012	5,041	$99.0 million	not listed
2011	4,794	$88.4 million	not listed
2010	4,724	$91.0 million	not listed
2009	4,577	$80.9 million	not listed

If you had money in one of these plans

Or call the plan administrator listed on the plan below ((856) 661-5186). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
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 Health New Jersey 403(b) Plan

Kennedy Health Systems Cash Balance Pension Plan

If you had money in one of these plans

What these numbers are

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