Other · DOL Form 5500 · 2022
Adena Health System Retirement Plan
Data updated 2026-08-11
- $173M
- Total assets
- 4,765
- Participants
- 95th
- Percentile by assets
- $36,348
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $173M
- total plan assets (2022 EOY)
- 4,765
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $36,348
- avg assets per participant
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.
Where Adena Health System Tax Deferred Annuity/Matched Savings Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Adena Health System Tax Deferred Annuity/Matched Savings Plan reports 4,765 participants - 6.2x that state average ($173M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $183M |
|---|---|
| Net Assets (End of Year) | $173M |
| Net Income | -$10M |
| Employer EIN | 314379443 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Adena Health System)
| 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
- Cleveland Clinic Savings and Investment Plan $6.3B · 51,726
- Ohiohealth Retirement Savings Plan 403(b) $1.9B · 28,462
- Faculty and Key Administrative Employee's Retirement Plan a $1.8B · 1,780
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $1.7B · 23,582
- Children's Hospital Medical Center Employee Savings Plan $1.4B · 12,987
Similar-Sized Other Plans Nationally
Other plans in other states closest to Adena Health System Tax Deferred Annuity/Matched Savings Plan by total assets, not by location.
- American College of Cardiology DC Retirement Plan (DC) $173M · 412
- Beth Israel Deaconess Hospital - Plymouth 403(b) Retirement Plan (MA) $173M · 1,868
- Northeast District Council of the Opcmia Annuity Fund (NY) $173M · 1,165
- Martin Memorial Health Systems, Inc. 403(b) Retirement Savings Plan (FL) $174M · 3,750
Frequently Asked Questions
How did Adena Health System Tax Deferred Annuity/Matched Savings Plan assets move in 2022? ▼
How have Adena Health System plan assets changed over time? ▼
Where does Adena Health System Tax Deferred Annuity/Matched Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Adena Health System Tax Deferred Annuity/Matched Savings Plan? ▼
Next read for Adena Health System Tax Deferred Annuity…
Filing takeaways
Ways to act on Adena Health System Tax Deferred Annuity/Matched Savings Plan's numbers.
- By total assets, Adena Health System Tax Deferred Annuity/Matched Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Ohio. Compare plans
- Adena Health System's sponsor-wide assets have grown 27.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans