Other · DOL Form 5500 · 2022

Avita Health System Retirement Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
1,967
Participants Near avg headcount
91st
Percentile by assets National rank
$35,782
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Avita Health System Employee 403b Retirement Plan · Sponsored by Avita Health System · Ohio · Healthcare & Social Assistance

$70M in assets, 1,967 participants

Avita Health System's Avita Health System Employee 403b Retirement Plan reported $70M in total assets and 1,967 participants in its 2022 DOL Form 5500 filing, ranking in the 91st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #18,445 in Healthcare & Social Assistance (20,060 peers)

Coverage in Ohio

Avita Health System Employee 403b Retirement Plan covers 1,967 participants in Ohio, 2.6x the typical Ohio plan (state average ~765 per filing). Assets: $70M.

#18,445
in Healthcare & Social Assistance (20,060 peers)
-12.1%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Avita Health System Employee 403b Retirement Plan's outsized position by total assets

Avita Health System Employee 403b Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$70,383,609 Top 9% higher than 91% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Avita Health System Employee 403b Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Avita Health System Employee 403b Retirement Plan lands in the large band (1,967 participants).

Published 5500 schedule card

Filing strip 274385692 · Avita Health System PY 2022 · Other

Avita Health System Employee 403b Retirement Plan · $70M · 1,967 · 91st

  • PCT $70M
  • EIN 1,967
  • RANK 91st
  • PHOTO Other
  • IND near Adventhealth Consolidated ERISA 403(b) Plan
  • EOY ind #18445

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Ohio →

Avita Health System Employee 403b Retirement Plan in the asset neighbourhood

Westmont College Defined Contribution Retirement Plan Contribution Retirement PlanWestmont College Defined Con…$70MAdventhealth Consolidated ERISA 403(b) PlanAdventhealth Consolidated ER…$70MAvita Health System Employee 403b Retirement PlanAvita Health System Employee…$70MHabitat for Humanity 403(b) PlanHabitat for Humanity 403(b) …$70MLynn University Defined Contribution Retirement PlanLynn University Defined Cont…$70M
End-of-year total assets ($M) among Avita Health System Employee 403b Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$70M
Net Income-$10M
Employer EIN274385692
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Avita Health System)

Sponsor-wide plan assets over time

All Avita Health System plans reported in each filing year

Latest sponsor-wide plan assets
$105M 48.584348665610484% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $70.4M $105M ▲ +48.6%
Year Plans Participants Total Assets
2022 1 1,967 $70M
2023 1 2,070 $88M
2024 1 2,177 $105M

Nearby Other Plans in Ohio

Peer Other plans, same state, same plan type, ranked by total assets.

Avita Health System Employee 403b Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Avita Health System Employee 403b Retirement Plan, Total assets ($B): 0.070383609 · Participants: 1967Avita Health System Employee 403b Retirement PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 6.316931325 · Participants: 51726Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 1.923731981 · Participants: 28462Ohiohealth Retirement Savings Plan 403(b)Faculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.790404181 · Participants: 1780Faculty and Key Administrative Employee's Retirement Plan aUniversity Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 1.748204777 · Participants: 23582University Hospitals Health System 403(b) Matched Retirement Savings PlanChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.447284371 · Participants: 12987Children's Hospital Medical Center Employee Savings Plan
Avita Health System Employee 403b Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Avita Health System Employee 403b Retirement Plan side-by-side with 3 peers →

Avita Health System Employee 403b Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Adventhealth Consolidated ERISA 403(b) Plan in FL ($70M); by covered participants it is University of the Pacific Defined Contribution Plan in CA (1,966 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,967 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Avita Health System Employee 403b Retirement Plan assets move in 2022? ▼
Avita Health System Employee 403b Retirement Plan pulled back noticeably - down 12.1% during 2022, from $80M to $70M. Reported net income was -$10M.
How have Avita Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avita Health System's sponsor-wide assets grew 48.6%, from $70M to $105M.
Where does Avita Health System Employee 403b Retirement Plan rank by assets among Form 5500 filers? ▼
Avita Health System Employee 403b Retirement Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Avita Health System Employee 403b Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Adventhealth Consolidated ERISA 403(b) Plan in FL ($70M, 3,013 participants).
Which Other plans cover a similar participant headcount to Avita Health System Employee 403b Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is University of the Pacific Defined Contribution Plan in CA (1,966 participants, $717M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 274385692.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.