Plan5500

Temple University Health System, Inc. Defined Contribution Retirement Plan — Form 5500 plan (Temple University Health System Inc)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Temple University Health System, Inc. Defined Contribution Retirement Plan is a benefit plan reported by Temple University Health System Inc under EIN 23-2825881 and plan number 001. The latest loaded filing year is 2023. The filing reports 14,413 participants and $763,491,384 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$763.5MPlan net assets, end of year$763,485,784
Participants14.4KCovered participants reported14,413
Assets / participant$53KComputed: assets ÷ participants$52,972 (computed)
Provider compensation$565.1K4 Schedule C provider row(s)$565,081
Plan sponsor
Temple University Health System Inc
EIN
23-2825881
Plan number
001
Plan type
3
Location
Philadelphia, PA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    14,413 participants · 3Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$763.5M total assets
Net assets$763.5MLiabilities$5.6K
Money in vs. money out
Total income / additions$159M
Total expenses$35.4M
Benefits paid / distributions$34.8M
Contributions
Employer$49.9M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$763,491,384
Total liabilities (EOY)
$5,600
Net assets (EOY)
$763,485,784
Net assets (BOY)
$639,843,101

Income & contributions

Employer contributions
$49,914,629
Total contributions
$50,552,430
Total income / additions
$159,029,089

Expenses & distributions

Benefits paid
$34,836,251
Administrative expenses
$550,155
Total expenses
$35,386,406
Net increase / (decrease)
$123,642,683
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income22%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Tiaa - Teachers Insurance And Annui$474.8K
    SERVICE PROVIDER · Direct $474.8K · Indirect $0
  2. 2
    Cap Financial Partners, LLC$37.2K
    INVESTMENT ADVISOR · Direct $37.2K
  3. 3
    Grant Thornton Llp$26.7K
    AUDITOR · Direct $26.7K
  4. 4
    Aon Consulting, Inc.$26.4K
    CONSULTANT · Direct $26.4K

What to inspect next

Frequently asked questions

Who sponsors the Temple University Health System, Inc. Defined Contribution Retirement Plan?
Temple University Health System, Inc. Defined Contribution Retirement Plan is reported as sponsored by Temple University Health System Inc (EIN 23-2825881, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Temple University Health System, Inc. Defined Contribution Retirement Plan?
The latest Form 5500 filing year loaded for Temple University Health System, Inc. Defined Contribution Retirement Plan is 2023.
How many participants does Temple University Health System, Inc. Defined Contribution Retirement Plan report?
Temple University Health System, Inc. Defined Contribution Retirement Plan reports 14,413 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Temple University Health System, Inc. Defined Contribution Retirement Plan?
Temple University Health System, Inc. Defined Contribution Retirement Plan reports $763,491,384 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages