Find an old Thomas Jefferson University 401(k)

Who to contact about an account in each of the 9 Thomas Jefferson University plans, from the filings. Free, no sign-up, no Social Security number.

Lehigh Valley Health Network 401(k) Savings Plan

Thomas Jefferson University · Plan 024 · EIN 23-1352651 · Philadelphia, PA

Active · plan year 2025 filing401(k)
Plan administratorThomas Jefferson University
1101 Market Street, 23rd Floor, Philadelphia, PA 19107
Form 5500 ↗
Recordkeeper (who holds the accounts)Valic Retirement Services CompanySchedule C ↗
Former employees with balances1,006 separated participants still had money in the planForm 5500 ↗

Jefferson Defined Contribution Retirement Plan

Thomas Jefferson University · Plan 005 · EIN 23-1352651 · Philadelphia, PA

Active · plan year 2024 filing403(b)
Plan administratorThomas Jefferson University
1101 Market Street, Suite 2300, Philadelphia, PA 19107
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances13,455 separated participants still had money in the planForm 5500 ↗

Lehigh Valley Health Network 403(b) Savings Plan

Thomas Jefferson University · Plan 021 · EIN 23-1352651 · Philadelphia, PA

Active · plan year 2025 filing403(b)
Plan administratorThomas Jefferson University
1101 Market Street, 23rd Floor, Philadelphia, PA 19107
Form 5500 ↗
Recordkeeper (who holds the accounts)Valic Retirement Services Co.Schedule C ↗
Former employees with balances8,105 separated participants still had money in the planForm 5500 ↗

Lehigh Valley Health Network ERISA 403(b) Plan

Thomas Jefferson University · Plan 022 · EIN 23-1352651 · Philadelphia, PA

Active · plan year 2025 filing403(b)
Plan administratorThomas Jefferson University
1101 Market Street, 23rd Floor, Philadelphia, PA 19107
Form 5500 ↗
Recordkeeper (who holds the accounts)Valic Retirement Services CompanySchedule C ↗
Former employees with balances54 separated participants still had money in the planForm 5500 ↗

Pocono Health System Defined Contribution Plan

Thomas Jefferson University · Plan 023 · EIN 23-1352651 · Philadelphia, PA

Active · plan year 2025 filing403(b)
Plan administratorThomas Jefferson University
1101 Market Street, 23rd Floor, Philadelphia, PA 19107
Form 5500 ↗
Recordkeeper (who holds the accounts)Valic Retirement Services CompanySchedule C ↗
Former employees with balances417 separated participants still had money in the planForm 5500 ↗

Lehigh Valley Health Network Defined Contribution Retirement Plan

Thomas Jefferson University · Plan 025 · EIN 23-1352651 · Philadelphia, PA

Active · plan year 2025 filingProfit-sharing
Plan administratorThomas Jefferson University
1101 Market Street, 23rd Floor, Philadelphia, PA 19107
Form 5500 ↗
Recordkeeper (who holds the accounts)Valic Retirement Services CompanySchedule C ↗
Former employees with balances6,315 separated participants still had money in the planForm 5500 ↗

Northeastern Pennsylvania Health Corporation 401(a) Plan

Thomas Jefferson University · Plan 026 · EIN 23-1352651 · Philadelphia, PA

Active · plan year 2025 filingProfit-sharing
Plan administratorThomas Jefferson University
1101 Market Street, 23rd Floor, Philadelphia, PA 19107
Form 5500 ↗
Recordkeeper (who holds the accounts)Valic Retirement Services Co.Schedule C ↗
Former employees with balances143 separated participants still had money in the planForm 5500 ↗

Schuylkill Health System Defined Contribution Plan

Thomas Jefferson University · Plan 027 · EIN 23-1352651 · Philadelphia, PA

Active · plan year 2025 filingProfit-sharing
Plan administratorThomas Jefferson University
1101 Market Street, 23rd Floor, Philadelphia, PA 19107
Form 5500 ↗
Recordkeeper (who holds the accounts)Valic Retirement Services Co.Schedule C ↗
Former employees with balances63 separated participants still had money in the planForm 5500 ↗

Jefferson Defined Benefit Plan

Thomas Jefferson University · Plan 010 · EIN 23-1352651 · Philadelphia, PA

Active · plan year 2024 filingPension (defined benefit)
Plan administratorThomas Jefferson University
1101 Market Street, Suite 2300, Philadelphia, PA 19107
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances7,552 separated participants still had money in the planForm 5500 ↗

Thomas Jefferson University 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Thomas Jefferson University 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Thomas Jefferson University, (484) 884-3186. The accounts are held by the recordkeeper, Valic Retirement Services Company. Have your Social Security number and dates of employment ready.

What is the Thomas Jefferson University 401(k) phone number?

The plan administrator phone number on the plan year 2025 filing is (484) 884-3186.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Thomas Jefferson University and does not hold accounts. Not financial advice. Report a correction