Other · DOL Form 5500 · 2022

Deaconess Health System, Inc. Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
837
Participants Near avg headcount
77th
Percentile by assets National rank
$23,182
Avg per participant Low balance/head
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Official DOL plan name: Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan · Sponsored by Deaconess Health System, Inc. · Indiana · Healthcare & Social Assistance

$19M in assets, 837 participants

Deaconess Health System, Inc.'s Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan reported $19M in total assets and 837 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #16,151 in Healthcare & Social Assistance (20,060 peers)

Where Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan sits by assets

Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan sits in the top quartile of all filed plans by assets, $19M for 837 participants (~$23,182/participant), down 24.8% in 2022.

#16,151
in Healthcare & Social Assistance (20,060 peers)
-24.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan's outsized position by total assets

Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan vs every filed plan by assets

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

$19,403,709 Top 23% higher than 77% 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

Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan sits mid-pack in the medium band (837 participants).

Plan-year Form 5500 strip

Filing strip 351532889 · Deaconess Health System, Inc. PY 2022 · Other

Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan · $19M · 837 · 77th

  • EBSA $19M
  • PART 837
  • TYPE 77th
  • NET Other
  • BOOK near 403(b) Thrift Plan of Guide Dog Foundation for the Blind, Inc.
  • VS-ST ind #16151

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 Indiana →

Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan in the asset neighbourhood

Bonner General Hospital 403(b) PlanBonner General Hospital 403(…$19MTusculum University 403(b) DC PlanTusculum University 403(b) D…$19MDeaconess Health System, Inc. Tax Sheltered Annuity Thrift PlanDeaconess Health System, Inc…$19M403(b) Thrift Plan of Guide Dog Foundation for the Blind, Inc.403(b) Thrift Plan of Guide …$19MBipartisan Policy Center 403(b) Retirement PlanBipartisan Policy Center 403…$19M
End-of-year total assets ($M) among Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$19M
Net Income-$6M
Employer EIN351532889
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Deaconess Health System, Inc.)

Sponsor-wide plan assets over time

All Deaconess Health System, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 36.292437102636086% vs 2022
2024 filing year
$0.7B$0.8B$0.9B$1B$1.1B$1.2B 202220232024 $0.83B $1.14B ▲ +37.3%
Year Plans Participants Total Assets
2022 4 10,949 $833M
2023 3 10,982 $1.0B
2024 3 11,908 $1.1B

Nearby Other Plans in Indiana

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

Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. 050001000015000 -2000200400600800 Total assets ($M) Participants Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan, Total assets ($M): 19.403709 · Participants: 837Deaconess Health System, Inc. Tax Sheltered Annuity Thrift PlanParkview Health System, Inc. 403(b) Plan, Total assets ($M): 634.111369 · Participants: 14230Parkview Health System, Inc. 403(b) PlanBeacon Retirement Savings 403(b) Plan, Total assets ($M): 488.852141 · Participants: 7114Beacon Retirement Savings 403(b) PlanIci Multiple Employer Plan, Total assets ($M): 408.673923 · Participants: 2630Ici Multiple Employer PlanCommunity Foundation of Northwest Indiana 403(b) Retirement Plan, Total assets ($M): 333.513191 · Participants: 7442Community Foundation of Northwest Indiana 403(b) Retirement PlanButler University Retirement Plan, Total assets ($M): 305.561372 · Participants: 985Butler University Retirement Plan
Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan vs. nearby Other plans in Indiana, assets vs. participants
Compare Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan side-by-side with 3 peers →

Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is 403(b) Thrift Plan of Guide Dog Foundation for the Blind, Inc. in NY ($19M); by covered participants it is Coleman Professional Services Employees 403b Plan in OH (837 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (837 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 Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan assets move in 2022? ▼
Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan declined sharply - down 24.8% during 2022, from $26M to $19M. Reported net income was -$6M.
How have Deaconess Health System, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Deaconess Health System, Inc.'s sponsor-wide assets grew 36.3%, from $833M to $1.1B.
Where does Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan rank by assets among Form 5500 filers? ▼
Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Guide Dog Foundation for the Blind, Inc. in NY ($19M, 145 participants).
Which Other plans cover a similar participant headcount to Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan? ▼
Among Other plans in other states, the closest by covered participants is Coleman Professional Services Employees 403b Plan in OH (837 participants, $12M 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 351532889.

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.