Other · DOL Form 5500 · 2022

Adena Health System Retirement Plan

Data updated 2026-08-25

$173M
Total assets Near avg plan size
4,765
Participants Above avg headcount
95th
Percentile by assets National rank
$36,348
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Adena Health System Tax Deferred Annuity/Matched Savings Plan · Sponsored by Adena Health System · Ohio · Healthcare & Social Assistance

$173M in assets, 4,765 participants

Adena Health System's Adena Health System Tax Deferred Annuity/Matched Savings Plan reported $173M in total assets and 4,765 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,212 in Healthcare & Social Assistance (20,060 peers)

Coverage in Ohio

Adena Health System Tax Deferred Annuity/Matched Savings Plan covers 4,765 participants in Ohio, 6.2x the typical Ohio plan (state average ~765 per filing). Assets: $173M.

#19,212
in Healthcare & Social Assistance (20,060 peers)
-5.5%
assets change YoY
1.7×
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.

Adena Health System Tax Deferred Annuity/Matched Savings Plan's outsized position by total assets

Adena Health System Tax Deferred Annuity/Matched Savings Plan vs every filed plan by assets

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

$173,199,533 Top 5% higher than 95% 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

Adena Health System Tax Deferred Annuity/Matched Savings 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. Adena Health System Tax Deferred Annuity/Matched Savings Plan lands in the large band (4,765 participants).

EBSA filing schedule strip

Filing strip 314379443 · Adena Health System PY 2022 · Other

Adena Health System Tax Deferred Annuity/Matched Savings Plan · $173M · 4,765 · 95th

  • 5500 $173M
  • ASSETS 4,765
  • PCT 95th
  • EIN Other
  • RANK near American College of Cardiology DC Retirement Plan
  • PHOTO ind #19212

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 →

Adena Health System Tax Deferred Annuity/Matched Savings Plan in the asset neighbourhood

Martin Memorial Health Systems, Inc. 403(b) Retirement Savings PlanMartin Memorial Health Syste…$174MNortheast District Council of the Opcmia Annuity FundNortheast District Council o…$173MBeth Israel Deaconess Hospital - Plymouth 403(b) Retirement PlanBeth Israel Deaconess Hospit…$173MAmerican College of Cardiology DC Retirement PlanAmerican College of Cardiolo…$173MAdena Health System Tax Deferred Annuity/Matched Savings PlanAdena Health System Tax Defe…$173M
End-of-year total assets ($M) among Adena Health System Tax Deferred Annuity/Matched Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$183M
Net Assets (End of Year)$173M
Net Income-$10M
Employer EIN314379443
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Adena Health System)

Sponsor-wide plan assets over time

All Adena Health System plans reported in each filing year

Latest sponsor-wide plan assets
$347M 26.956014022839586% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $274M $347M ▲ +27.0%
Year Plans Participants Total Assets
2022 2 8,513 $274M
2023 2 8,560 $316M
2024 2 8,491 $347M

Nearby Other Plans in Ohio

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

Adena Health System Tax Deferred Annuity/Matched Savings Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Adena Health System Tax Deferred Annuity/Matched Savings Plan, Total assets ($B): 0.173199533 · Participants: 4765Adena Health System Tax Deferred Annuity/Matched Savings 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
Adena Health System Tax Deferred Annuity/Matched Savings Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Adena Health System Tax Deferred Annuity/Matched Savings Plan side-by-side with 3 peers →

Adena Health System Tax Deferred Annuity/Matched Savings Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is American College of Cardiology DC Retirement Plan in DC ($173M); by covered participants it is The Research Foundation for Suny Optional Retirement Plan in NY (4,769 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,765 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 Adena Health System Tax Deferred Annuity/Matched Savings Plan assets move in 2022? ▼
Adena Health System Tax Deferred Annuity/Matched Savings Plan pulled back noticeably - down 5.5% during 2022, from $183M to $173M. Reported net income was -$10M.
How have Adena Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Adena Health System's sponsor-wide assets grew 27.0%, from $274M to $347M.
Where does Adena Health System Tax Deferred Annuity/Matched Savings Plan rank by assets among Form 5500 filers? ▼
Adena Health System Tax Deferred Annuity/Matched Savings Plan ranks in the 95th 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 Other plans are similar in size to Adena Health System Tax Deferred Annuity/Matched Savings Plan? ▼
Among Other plans in other states, the closest by assets is American College of Cardiology DC Retirement Plan in DC ($173M, 412 participants).
Which Other plans cover a similar participant headcount to Adena Health System Tax Deferred Annuity/Matched Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is The Research Foundation for Suny Optional Retirement Plan in NY (4,769 participants, $878M 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 314379443.

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.