Defined Benefit (Pension) · DOL Form 5500 · 2022

Deaconess Health System, Inc. Pension Plan

Data updated 2026-08-25

$255M
Total assets Near avg plan size
1,573
Participants Near avg headcount
96th
Percentile by assets National rank
$161,814
Avg per participant Above avg balance/head
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Official DOL plan name: Deaconess Health System, Inc. Retirement Plan · Sponsored by Deaconess Health System, Inc. · Indiana · Healthcare & Social Assistance

$255M in assets, 1,573 participants

Deaconess Health System, Inc.'s Deaconess Health System, Inc. Retirement Plan reported $255M in total assets and 1,573 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #19,415 in Healthcare & Social Assistance (20,060 peers)

Coverage in Indiana

Deaconess Health System, Inc. Retirement Plan covers 1,573 participants in Indiana, 2.9x the typical Indiana plan (state average ~541 per filing). Assets: $255M.

#19,415
in Healthcare & Social Assistance (20,060 peers)
-10.1%
assets change YoY
2.6×
vs typical plan assets (national mean)

The plan reported a net loss of $61M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Deaconess Health System, Inc. Retirement Plan's outsized position by total assets

Deaconess Health System, Inc. Retirement Plan vs every filed plan by assets

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

$254,533,752 Top 4% higher than 96% 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. 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. Deaconess Health System, Inc. Retirement Plan lands in the large band (1,573 participants).

Published 5500 schedule card

Filing strip 351532889 · Deaconess Health System, Inc. PY 2022 · Defined Benefit (Pension)

Deaconess Health System, Inc. Retirement Plan · $255M · 1,573 · 96th

  • ASSETS $255M
  • ASSETS 1,573
  • ASSETS 96th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Plumbers & Steamfitters Local 21 Pension Fund
  • ASSETS ind #19415

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. Retirement Plan in the asset neighbourhood

Oakwood Healthcare, Inc. Cash Balance PlanOakwood Healthcare, Inc. Cas…$255MClarios Pension Plan Battery Division Hourly EmployeesClarios Pension Plan Battery…$255MI.a.T.S.E. Local 16 Pension PlanI.a.T.S.E. Local 16 Pension …$255MDeaconess Health System, Inc. Retirement PlanDeaconess Health System, Inc…$255MPlumbers & Steamfitters Local 21 Pension FundPlumbers & Steamfitters Loca…$255M
End-of-year total assets ($M) among Deaconess Health System, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$283M
Net Assets (End of Year)$254M
Net Income-$61M
Employer EIN351532889
Plan Effective Date1950-02-28
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 Defined Benefit (Pension) Plans in Indiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Deaconess Health System, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. 050001000015000200002500030000 -5051015 Total assets ($B) Participants Deaconess Health System, Inc. Retirement Plan, Total assets ($B): 0.254533752 · Participants: 1573Deaconess Health System, Inc. Retirement PlanThe Lilly Retirement Plan, Total assets ($B): 11.231261789 · Participants: 16878The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.227971207 · Participants: 24119Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.488495807 · Participants: 9896Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.222287988 · Participants: 8650Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.05154978 · Participants: 2283Nisource Pension Plan
Deaconess Health System, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Deaconess Health System, Inc. Retirement Plan side-by-side with 3 peers →

Deaconess Health System, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Plumbers & Steamfitters Local 21 Pension Fund in NY ($255M); by covered participants it is Non-Contributory Retirement Program for Certain Employees of Bluecross Blueshield of Tennessee in TN (1,574 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($255M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,573 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. Retirement Plan assets move in 2022? ▼
Deaconess Health System, Inc. Retirement Plan pulled back noticeably - down 10.1% during 2022, from $283M to $255M. Reported net income was -$61M.
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. Retirement Plan rank by assets among Form 5500 filers? ▼
Deaconess Health System, Inc. Retirement Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Deaconess Health System, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Plumbers & Steamfitters Local 21 Pension Fund in NY ($255M, 648 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Deaconess Health System, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Non-Contributory Retirement Program for Certain Employees of Bluecross Blueshield of Tennessee in TN (1,574 participants, $73M 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.