Other · DOL Form 5500 · 2022
Deaconess Health System, Inc. Retirement Plan
Data updated 2026-08-11
- $19M
- Total assets
- 837
- Participants
- 77th
- Percentile by assets
- $23,182
- Avg per participant
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.
- 77th percentile by assets (of 139,126 plans)
- #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.
- $19M
- total plan assets (2022 EOY)
- 837
- covered participants
- 77th
- percentile by assets (of 139,126 plans)
- $23,182
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan outranks 77% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$6M |
| Employer EIN | 351532889 |
| Plan Effective Date | 1988-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Deaconess Health System, Inc.)
| 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
- Parkview Health System, Inc. 403(b) Plan $634M · 14,230
- Beacon Retirement Savings 403(b) Plan $489M · 7,114
- Ici Multiple Employer Plan $409M · 2,630
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $334M · 7,442
- Butler University Retirement Plan $306M · 985
Similar-Sized Other Plans Nationally
Other plans in other states closest to Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan's numbers.
- By total assets, Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Indiana. Compare plans
- Deaconess Health System, Inc.'s sponsor-wide assets have grown 36.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans