Thomas Jefferson University 401(k) and pension plans
Thomas Jefferson University, Philadelphia, PA. EIN 23-1352651. Annual reports 2009–2025. Also filed as Lehigh Valley Health Network, Inc; Lehigh Valley Health Network, Inc. Human Resources; Lehigh Valley Health Network, Inc.; Northeastern Pennsylvania Helthcare Corp.
Thomas Jefferson University has 9 active retirement plans on file. The largest is the Lehigh Valley Health Network 403(b) Savings Plan, with 29,087 participants and $1.6 billion in assets in 2025. Valic Retirement Services has been its recordkeeper since 2009.
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.
Earlier plan names: Thomas Jefferson University Employees Pension Plan.
Year by year, 2009 to 2017
Plan year
Participants
Net assets
Recordkeeper
2017
0
$0
Alight
2016
7,973
$457 million
Alight
2015
9,353
$449 million
not listed
2014
4,131
$146 million
not listed
2012
4,243
$129 million
not listed
2011
4,126
$123 million
not listed
2010
4,186
$109 million
not listed
2009
4,221
$94.5 million
not listed
Thomas Jefferson University Retirement Plan for Faculty & Senior Administrative Staff
403(b)Merged
Merged. In 2015 its assets moved to the Thomas Jefferson University Defined Contribution Retirement Plan, sponsored by Thomas Jefferson University (EIN 23-1352651, plan 005). Accounts moved with them, so that plan is the one to contact.
Thomas Jefferson University 833 Chestnut Street Suite 900 Philadelphia, PA 19107 (215) 503-1866As filed for 2015
In effect since
January 1, 1968
Earlier plan names: Thomas Jefferson University Retirement Plan for Faculty and Senior Administrative Staff.
Year by year, 2009 to 2015
Plan year
Participants
Net assets
Recordkeeper
2015
0
$0
TIAA
2014
3,559
$493 million
TIAA
2013
3,507
$491 million
TIAA
2012
3,459
$445 million
not listed
2011
3,502
$414 million
Vanguard
2010
3,458
$413 million
Vanguard
2009
3,564
$359 million
not listed
Thomas Jefferson University Hospitals, Inc. Employees' Pension Plan
Pension (defined benefit)Merged
Merged. In 2015 its assets moved to the Thomas Jefferson University Employees Pension Plan, sponsored by Thomas Jefferson University (EIN 23-1352651, plan 001). Accounts moved with them, so that plan is the one to contact.
Plan number
006Employer EIN 23-1352651
Participants (2014)
5,492
Net assets (2014)
$323 million
Plan administrator
Thomas Jefferson University 833 Chestnut Street Suite 900 Philadelphia, PA 19107 (215) 503-1866As filed for 2015
Earlier sponsor: Thomas Jefferson University Hospital (2009–2012).
Year by year, 2009 to 2015
Plan year
Participants
Net assets
Recordkeeper
2015
0
$0
not listed
2014
5,492
$323 million
not listed
2013
5,563
$305 million
not listed
2012
5,586
$263 million
not listed
2011
5,622
$232 million
not listed
2010
5,685
$215 million
not listed
2009
5,719
$167 million
not listed
Thomas Jefferson University Voluntary 403B Tda Plan
403(b)Merged
Merged. In 2015 its assets moved to the Thomas Jefferson University Defined Contribution Retirement Plan, sponsored by Thomas Jefferson University (EIN 23-1352651, plan 005). Accounts moved with them, so that plan is the one to contact.
Plan number
004Employer EIN 23-1352651
Participants (2014)
2,468
Net assets (2014)
$203 million
Plan administrator
Thomas Jefferson University 833 Chestnut Street Suite 900 Philadelphia, PA 19107 (215) 503-1866As filed for 2015
In effect since
January 1, 2009
Year by year, 2009 to 2015
Plan year
Participants
Net assets
Recordkeeper
2015
0
$0
not listed
2014
2,468
$203 million
not listed
2013
2,388
$184 million
not listed
2012
2,287
$151 million
not listed
2011
2,266
$135 million
not listed
2010
2,258
$129 million
not listed
2009
2,382
$110 million
not listed
Thomas Jefferson University Hospitals Voluntary 403B Tda
403(b)Merged
Merged. In 2015 its assets moved to the Thomas Jefferson University Defined Contribution Retirement Plan, sponsored by Thomas Jefferson University (EIN 23-1352651, plan 005). Accounts moved with them, so that plan is the one to contact.
Plan number
009Employer EIN 23-1352651
Participants (2014)
3,800
Net assets (2014)
$169 million
Plan administrator
Thomas Jefferson University 833 Chestnut Street Suite 900 Philadelphia, PA 19107 (215) 503-1866As filed for 2015
In effect since
January 1, 2009
Earlier sponsor: Thomas Jefferson University Hospital, Inc. (2009–2013).
Earlier plan names: Thomas Jefferson University Hospitals, Inc. Voluntary 403B Tda Plan; Thomas Jefferson University Hospitals Voluntary 403B Tda Plan.
Year by year, 2009 to 2015
Plan year
Participants
Net assets
Recordkeeper
2015
0
$0
not listed
2014
3,800
$169 million
not listed
2013
3,538
$150 million
not listed
2012
3,359
$120 million
not listed
2011
3,281
$99.7 million
not listed
2010
3,123
$93.9 million
not listed
2009
3,094
$76.4 million
not listed
Thomas Jefferson University Hospitals, Inc. Retirement Plan for Senior Administrator Staff Plan
403(b)Merged
Merged. In 2015 its assets moved to the Thomas Jefferson University Defined Contribution Retirement Plan Plan, sponsored by Thomas Jefferson University (EIN 23-1352651, plan 005). Accounts moved with them, so that plan is the one to contact.
Thomas Jefferson University 833 Chestnut Street Suite 900 Philadelphia, PA 19107 (215) 503-1866As filed for 2015
In effect since
September 14, 1996
Earlier sponsor: Thomas Jefferson University Hospital, Inc. (2009–2013).
Earlier plan names: Thomas Jefferson University Hospitals, Inc. Retirement Plan for Senior Administrator Staff.
Year by year, 2009 to 2015
Plan year
Participants
Net assets
Recordkeeper
2015
0
$0
TIAA
2014
150
$36.0 million
not listed
2013
145
$32.8 million
not listed
2012
137
$27.0 million
not listed
2011
129
$23.7 million
not listed
2010
117
$21.9 million
not listed
2009
110
$18.7 million
not listed
Thomas Jefferson University Hospitals, Inc. Defined Contributions Pension Plan
403(b)Merged
Merged. In 2015 its assets moved to the Thomas Jefferson University Defined Contribution Retirement Plan, sponsored by Thomas Jefferson University (EIN 23-1352651, plan 005). Accounts moved with them, so that plan is the one to contact.
Thomas Jefferson University 833 Chestnut Street, Suite 900 Philadelphia, PA 19107 (215) 503-1866As filed for 2015
In effect since
July 1, 2004
Earlier sponsor: Thomas Jefferson University Hospitals, Inc. (2009–2013).
Earlier plan names: Thomas Jefferson University Hospitals, Inc. Defined Contribution Pension Plan.
Year by year, 2009 to 2015
Plan year
Participants
Net assets
Recordkeeper
2015
0
$0
TIAA
2014
6,614
$268 million
TIAA
2013
6,309
$230 million
TIAA
2012
6,023
$172 million
TIAA
2011
5,956
$135 million
not listed
2010
5,548
$115 million
not listed
2009
5,109
$83.7 million
not listed
If you had money in one of these plans
Call Valic Retirement Services, which runs the Lehigh Valley Health Network 403(b) Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((484) 884-3186). That number was filed for 2025; 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.